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
TCWM
4051
Total Clarity Wealth Management
Illinois
$376M +$27M +8% 327
SA
4052
Shilanski & Associates
Alaska
$376M +$26.3M +8% 137
DP
4053
Divergent Planning
Maryland
$376M +$37.8M +11% 36
RWA
4054
Roberts Wealth Advisors
California
$376M +$28.2M +8% 101
EPP
4055
ETF Portfolio Partners
Kansas
$376M +$15M +4% 69
FWSM
4056
First Wilshire Securities Management
California
$376M +$8.63M +2% 88
BCM
4057
Boltwood Capital Management
California
$376M +$23.9M +7% 178
LL
4058
LPWM LLC
Minnesota
$375M +$32M +9% 86
MCM
4059
Millstreet Capital Management
Massachusetts
$375M +$20.8M +6% 2
BCC
4060
Bridge City Capital
Oregon
$374M +$18M +5% 113
MC
4061
Magnitude Capital
New York
$374M +$48M +15% 1
PFG
4062
Premier Financial Group
California
$374M +$14.5M +4% 63
AAMA
4063
Advanced Asset Management Advisors
Ohio
$374M +$3.68M +1% 87
CW
4064
Channel Wealth
California
$374M +$20.3M +6% 190
PSC
4065
Patient Square Capital
California
$374M +$96.5M +35% 27
HFBOT
4066
Home Federal Bank of Tennessee
Tennessee
$374M +$21.1M +6% 78
TCMG
4067
TSP Capital Management Group
New Jersey
$374M +$55.1M +17% 45
MM
4068
Meridian Management
Arkansas
$374M +$7.81M +2% 83
BTD
4069
BankPlus Trust Department
Mississippi
$374M +$35.7M +11% 470
WA
4070
WealthTrust Axiom
Pennsylvania
$373M +$33.2M +10% 279
RPCA
4071
Running Point Capital Advisors
California
$373M +$10.9M +3% 198
PWC
4072
PYA Waltman Capital
Tennessee
$373M +$25.8M +7% 81
MCA
4073
MSH Capital Advisors
Arizona
$373M +$26M +7% 255
GCA
4074
Gradient Capital Advisors
California
$373M +$34.6M +10% 171
FWC
4075
First Washington Corp
Washington
$373M +$62.8M +20% 57