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
TCMP
4301
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319M +$152M +91% 193
SIC
4302
Shoker Investment Counsel
Ohio
$319M +$23.1M +8% 112
CSB
4303
City State Bank
Iowa
$319M +$15.6M +5% 766
SEEDPG
4304
S.E.E.D. Planning Group
New York
$319M +$22.2M +7% 76
SMG
4305
Smart Money Group
Texas
$319M +$24.8M +8% 81
SW
4306
SMART Wealth
Nebraska
$319M +$39.8M +14% 197
CWM
4307
Concentrum Wealth Management
California
$319M +$48.9M +18% 83
VBFP
4308
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 161
TCMG
4309
TSP Capital Management Group
New Jersey
$319M +$14.6M +5% 46
CP
4310
Capital Planning
Washington
$318M -$39.3M -11% 101
OPW
4311
Oxler Private Wealth
New York
$318M +$33.6M +12% 87
1CP
4312
11 Capital Partners
Connecticut
$318M +$16.7M +6% 19
EW
4313
Evexia Wealth
Wisconsin
$318M +$42.9M +16% 84
FAP
4314
Financial Advisory Partners
Florida
$318M +$19.1M +6% 67
NCM
4315
Neumann Capital Management
California
$318M +$28.8M +10% 103
CPA
4316
Court Place Advisors
Maryland
$318M +$16.5M +5% 153
NOI
4317
Newton One Investments
Delaware
$318M +$38.1M +14% 129
BWAM
4318
Boyd Watterson Asset Management
Ohio
$318M +$4.95M +2% 436
EL
4319
EWA LLC
Pennsylvania
$318M +$48.6M +18% 233
CIA
4320
Corigliano Investment Advisers
North Carolina
$318M +$93.3M +42% 62
KC
4321
Knuff & Co
California
$317M +$19.5M +7% 141
SCM
4322
Seascape Capital Management
New Hampshire
$317M +$30.5M +11% 103
OFP
4323
OLIO Financial Planning
Virginia
$317M +$27.7M +10% 64
SFP
4324
Sandbox Financial Partners
Maryland
$317M +$33.8M +12% 127
VST
4325
Van Strum & Towne
California
$317M +$19.3M +6% 114