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
TJHA
4676
Thomas J. Herzfeld Advisors
Florida
$280M -$13.6M -5% 144
CWA
4677
Consilio Wealth Advisors
Washington
$280M +$40.9M +17% 89
NAH
4678
Neumann Advisory (HK)
Hong Kong
$280M +$47.6M +20% 10
FPWM
4679
FSB Premier Wealth Management
Iowa
$280M +$23.9M +9% 216
TP
4680
Tranquility Partners
Tennessee
$280M +$21.1M +8% 221
BTWM
4681
Baker Tilly Wealth Management
Wisconsin
$280M +$24.9M +10% 251
ITB
4682
Idaho Trust Bank
Idaho
$280M +$34.5M +14% 112
CCMI
4683
Creative Capital Management Investments
California
$280M +$20.7M +8% 317
SAAM
4684
Solus Alternative Asset Management
New Jersey
$280M -$10.3M -4% 9
AWM
4685
Ameliora Wealth Management
Switzerland
$280M +$13.8M +5% 244
BBWA
4686
Bell & Brown Wealth Advisors
California
$280M +$23.2M +9% 71
YWM
4687
Yukon Wealth Management
Kansas
$280M +$38.7M +16% 122
DC
4688
Dorval Corp
Minnesota
$280M +$31M +12% 41
SSG
4689
Summit Securities Group
New York
$280M +$135M +94% 1,339
DIP
4690
Davis Investment Partners
North Carolina
$279M +$53.4M +24% 167
SBF
4691
Sara-Bay Financial
Florida
$279M +$52.7M +23% 88
CCP
4692
Clarity Capital Partners
California
$279M +$31.7M +13% 128
PWM
4693
Penobscot Wealth Management
Maine
$279M +$41.6M +17% 101
BAM
4694
Bosun Asset Management
Illinois
$279M +$70.7M +34% 220
EWM
4695
Essex Woodlands Management
Texas
$279M -$67.5M -19% 6
BMC
4696
Bear Mountain Capital
Washington
$279M +$20.5M +8% 347
OAM
4697
Oak Asset Management
California
$279M +$6.14M +2% 104
LWM
4698
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 42
SCP
4699
Stevens Capital Partners
Nebraska
$279M +$66M +31% 86
EPIME
4700
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 189