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
TA
4201
Trellis Advisors
Washington
$107M +$1.89M +2% 51
TW
4202
Towerpoint Wealth
California
$106M +$16.2M +18% 32
DC
4203
Diametric Capital
Massachusetts
$106M -$25.9M -20% 114
SCP
4204
Siena Capital Partners
Illinois
$106M +$6.33M +6% 29
HCM
4205
Hall Capital Management
Rhode Island
$106M +$1.8M +2% 84
WA
4206
Wilshire Advisors
California
$106M -$1.11M -1% 26
TVWM
4207
Tower View Wealth Management
Wisconsin
$106M +$5.94M +6% 154
WA
4208
WP Advisors
California
$106M +$13.4M +14% 275
LCM
4209
Lucas Capital Management
New Jersey
$106M +$2.52M +2% 101
AP
4210
Arlington Partners
Alabama
$106M -$339K -0.3% 152
SWMG
4211
Sanchez Wealth Management Group
Florida
$106M +$6.62M +7% 24
DRS
4212
Deane Retirement Strategies
Louisiana
$105M +$7.48M +8% 69
HS
4213
Horan Securities
United States
$105M -$8.56M -8% 241
OFG
4214
OmniStar Financial Group
North Carolina
$105M +$397K +0.4% 109
C
4215
Clearshares
New York
$105M -$6M -5% 37
GIM
4216
Guardian Investment Management
California
$105M +$10.8M +12% 57
RCP
4217
Rho Capital Partners
New York
$105M +$33.6M +47% 5
CPC
4218
Congress Park Capital
New York
$104M +$6.93M +7% 98
LFASL
4219
Lugano Financial Advisors SA (LFA)
Switzerland
$104M 131
PIM
4220
Partner Investment Management
California
$104M +$15.7M +18% 118
KHLMTHM
4221
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$104M +$3.29M +3% 37
PM
4222
Penbrook Management
New York
$104M +$3.95M +4% 113
VCM
4223
Venator Capital Management
Ontario, Canada
$104M +$8.83M +9% 43
PD
4224
Planning Directions
Pennsylvania
$104M +$1.46M +1% 55
NPP
4225
New Potomac Partners
Maryland
$104M +$1.62M +2% 154