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
WTFG
4376
Wells Trecaso Financial Group
Ohio
$230M +$20.3M +10% 90
SG
4377
Stagwell Group
Florida
$230M 1
MCM
4378
Moerus Capital Management
New York
$230M +$14.2M +7% 13
WAAG
4379
Wealth Alliance Advisory Group
Kansas
$230M +$26M +13% 172
AWMT
4380
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 71
TA
4381
TFG Advisers
Michigan
$229M +$22.9M +11% 206
AC
4382
AlphaCore Capital
California
$229M +$32.1M +16% 142
LAM
4383
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 86
HCM
4384
HMS Capital Management
Tennessee
$229M +$17.3M +8% 122
IWMA
4385
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 53
PIC
4386
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 39
KA
4387
Kercheville Advisors
Texas
$229M +$18.1M +9% 127
AVAI
4388
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 7
RG
4389
Retirement Group
California
$229M +$11.6M +5% 780
T2I
4390
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 117
SI
4391
SimpliFi Inc
California
$229M +$6.26M +3% 33
LPWM
4392
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 507
GAAM
4393
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 95
KFO
4394
Kopp Family Office
Minnesota
$229M -$23.2M -9% 14
VAG
4395
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 111
SPG
4396
Snow Phipps Group
New York
$229M +$100M +78% 2
GCA
4397
GSI Capital Advisors
California
$229M +$28.1M +14% 40
CC
4398
Caspian Capital
New York
$228M 26
NSB
4399
Norway Savings Bank
Maine
$228M +$15.7M +7% 329
CNBT
4400
Cornerstone National Bank & Trust
Illinois
$228M +$1.44M +0.6% 66