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
TWP
4976
Treybourne Wealth Planners
Indiana
$144M +$5.46M +4% 47
CCM
4977
Cox Capital Management
Massachusetts
$144M +$13.1M +10% 89
CFC
4978
Coyle Financial Counsel
Illinois
$144M +$7.95M +6% 63
WLPWM
4979
Walled Lake Planning & Wealth Management
Illinois
$144M +$12.6M +10% 385
BWA
4980
Bordeaux Wealth Advisors
California
$144M +$11.1M +8% 62
SC
4981
Steph & Co
Wisconsin
$144M +$13M +10% 243
FFC
4982
First Financial Corp
Indiana
$144M +$8.43M +6% 368
ACH
4983
Axis Capital Holdings
Bermuda
$144M +$15M +12% 3
QC
4984
Quaero Capital
Switzerland
$144M +$9.68M +7% 65
TWS
4985
Thomas W. Smith
$144M -$4.1M -3% 8
SCM
4986
Spreng Capital Management
Ohio
$144M +$17.1M +14% 105
PFMU
4987
Privium Fund Management (UK)
United Kingdom
$144M +$14M +11% 90
SFG
4988
Sunburst Financial Group
Alabama
$144M +$10.8M +8% 63
GWCM
4989
Godshalk Welsh Capital Management
Pennsylvania
$144M +$7.87M +6% 116
TFA
4990
TPG Financial Advisors
Oregon
$143M +$8.77M +7% 41
AWM
4991
Aevitas Wealth Management
Massachusetts
$143M +$6.76M +5% 124
NAM
4992
Nationwide Asset Management
Ohio
$143M -$30.7M -18% 12
SCM
4993
Sterneck Capital Management
Missouri
$143M +$9.94M +7% 86
WFS
4994
Weitzel Financial Services
Iowa
$143M +$9.07M +7% 29
AC
4995
Apogem Capital
New York
$143M +$465K +0.3% 226
LFASL
4996
Lugano Financial Advisors SA (LFA)
Switzerland
$143M +$14M +11% 122
AAM
4997
Ascension Asset Management
New York
$143M -$486K -0.3% 104
REMS
4998
Real Estate Management Services
$143M +$22.6M +19% 36
MPM
4999
Mountaineer Partners Management
New York
$143M +$3.39M +2% 20
JSMC
5000
Jess S. Morgan & Co
California
$143M +$17.2M +14% 44