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
TW
4526
Towerpoint Wealth
California
$166M -$1.51M -0.9% 88
UC
4527
Unio Capital
New Jersey
$166M -$8.33M -5% 51
MS
4528
Madden Securities
Texas
$166M -$16.7M -9% 102
GA
4529
Greytown Advisors
Florida
$165M -$10.9M -6% 104
BWM
4530
BNC Wealth Management
Oregon
$165M -$25.9M -14% 120
NEGWA
4531
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 71
IM
4532
Islet Management
New York
$165M -$182M -52% 111
PWM
4533
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 99
JA
4534
JVL Associates
Michigan
$165M +$21.5M +15% 45
PHAM
4535
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 104
BCM
4536
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 51
LCM
4537
Leisure Capital Management
California
$165M -$27.6M -14% 132
BKA
4538
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 58
CWM
4539
Castle Wealth Management
Florida
$165M -$7.04M -4% 776
SAM
4540
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 75
HCM
4541
HMS Capital Management
Tennessee
$165M -$6.31M -4% 130
HFS
4542
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 546
ITIM
4543
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 118
CPWA
4544
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 151
SCS
4545
Syquant Capital SAS
France
$165M +$75M +84% 50
SFS
4546
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 189
AZ
4547
Aquamarine Zurich
Switzerland
$164M 12
PK
4548
Pflug Koory
Nebraska
$164M -$9M -5% 481
HFRG
4549
Houlihan Financial Resource Group
Virginia
$164M 78
MSFP
4550
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.73M -6% 404