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
TFA
4401
TPG Financial Advisors
Oregon
$109M +$5.75M +6% 43
EI
4402
EDMP Inc
Florida
$109M +$6.64M +6% 55
BHWA
4403
Beacon Harbor Wealth Advisors
Virginia
$109M 41
SHA
4404
Seneca House Advisors
Virginia
$109M -$6.05M -5% 97
TA
4405
TCG Advisors
Texas
$109M -$631K -0.6% 588
AM
4406
Atwater Malick
Pennsylvania
$109M +$6.78M +7% 36
FMB
4407
Field & Main Bank
Kentucky
$109M +$2.97M +3% 211
ACH
4408
Axis Capital Holdings
Bermuda
$109M +$3.9M +4% 2
LAIC
4409
Lederer & Associates Investment Counsel
California
$109M +$1.49M +1% 93
YEPX
4410
Yorktown Energy Partners X
New York
$109M +$13.2M +14% 3
HFA
4411
Hoover Financial Advisors
Pennsylvania
$109M +$4.09M +4% 66
SCM
4412
Shoals Capital Management
Virginia
$109M -$3.66M -3% 21
NWS
4413
Newport Wealth Strategies
California
$109M +$9.37M +9% 83
TC
4414
Trust Company
Kansas
$109M -$62.9M -37% 351
EM
4415
Excalibur Management
Massachusetts
$109M +$2.45M +2% 64
BAM
4416
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 79
SRCM
4417
Swift Run Capital Management
Virginia
$108M $0 0% 41
SWM
4418
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 29
BP
4419
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 2
CA
4420
Claro Advisors
Massachusetts
$108M +$7.38M +7% 168
GWCM
4421
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 109
GAM
4422
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 106
RHDIC
4423
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 47
MCM
4424
Mork Capital Management
California
$108M +$394K +0.4% 109
VCP
4425
Vernier Capital Partners
New York
$108M +$1.49M +1% 31