Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
TWM
4026
TMD Wealth Management
Arizona
$225M +$2.34M +1% 54
TFA
4027
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 116
CPIA
4028
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 173
CRWM
4029
Castle Rock Wealth Management
California
$224M +$25.3M +13% 235
WA
4030
WP Advisors
California
$224M +$2.83M +1% 111
PH
4031
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 231
MAG
4032
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 26
EPCA
4033
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 62
2C
4034
272 Capital
Texas
$223M +$37.3M +20% 87
CSCSIM
4035
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 72
SIC
4036
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 91
BS
4037
Bessemer Securities
New York
$223M -$54.9M -20% 138
BHWM
4038
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 213
MP
4039
Mediatel Partners
Texas
$223M +$35.3M +19% 3
PAMI
4040
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 18
IBOK
4041
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 459
SIGI
4042
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 70
AWAU
4043
Alliance Wealth Advisors (Utah)
Utah
$223M 216
OAM
4044
Oak Asset Management
California
$223M +$16.5M +8% 101
CFO
4045
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 194
SSI
4046
Scott & Selber Inc
Texas
$222M +$14.9M +7% 100
ECM
4047
Engle Capital Management
Connecticut
$222M -$119M -35% 31
FA
4048
Fountainhead AM
New Jersey
$222M +$23.9M +12% 90
AFS
4049
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 85
QFA
4050
Quantum Financial Advisors
California
$222M -$3.3M -1% 96