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
TCB
4726
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 84
SPI
4727
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 71
OFA
4728
Oak Family Advisors
Illinois
$276M +$35.6M +15% 97
FPGT
4729
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 95
TC
4730
TFR Capital
Texas
$276M +$35.9M +15% 167
TAM
4731
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 187
YCM
4732
Yiheng Capital Management
California
$276M -$8.35M -3% 25
OFW
4733
Omnia Family Wealth
Florida
$276M +$37M +15% 106
SFS
4734
Solitude Financial Services
Virginia
$276M +$18.5M +7% 39
PA
4735
Pineridge Advisors
Missouri
$276M +$20M +8% 591
CHJWM
4736
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 140
ACM
4737
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 132
SFS
4738
Shaker Financial Services
Virginia
$276M +$18.9M +7% 176
C1AG
4739
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 141
ATFA
4740
All Terrain Financial Advisors
Minnesota
$276M +$19.1M +7% 88
BCC
4741
Bain Capital Credit
Massachusetts
$276M -$133M -33% 7
ACM
4742
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 56
ATC
4743
Adirondack Trust Company
New York
$275M +$19.5M +8% 498
MWP
4744
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 62
CWM
4745
Castle Wealth Management
Florida
$275M +$19.9M +8% 130
SCI
4746
Silver Coast Investments
United States
$275M +$11.7M +4% 111
IWN
4747
Independent Wealth Network
Iowa
$275M +$24.1M +10% 263
WPW
4748
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 116
VAM
4749
Vert Asset Management
California
$275M -$16.3M -6% 45
HWP
4750
Hibernia Wealth Partners
Louisiana
$274M +$134M +95% 106