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
4976
TPG Financial Advisors
Oregon
$211M 68
PWM
4977
Proathlete Wealth Management
Florida
$211M +$23.2M +12% 59
CPWM
4978
Cypress Point Wealth Management
Texas
$211M +$15.9M +8% 74
EWP
4979
Elevation Wealth Partners
California
$211M +$11M +5% 544
BWG
4980
Beta Wealth Group
California
$211M +$5.37M +3% 106
KF
4981
KKM Financial
Illinois
$211M +$5.76M +3% 149
PC
4982
Prairiewood Capital
North Dakota
$211M -$2.4M -1% 86
SWM
4983
Sterling Wealth Management
Illinois
$211M +$9.72M +5% 101
SJIM
4984
St. Johns Investment Management
Florida
$211M +$2.17M +1% 225
2L
4985
25 LLC
Missouri
$211M +$6.23M +3% 53
HB
4986
Horizon Bancorp
Indiana
$210M +$541K +0.3% 251
FPCG
4987
Forum Private Client Group
Indiana
$210M +$3.64M +2% 76
HCM
4988
Hahn Capital Management
California
$210M +$43.1M +26% 32
CWA
4989
CM Wealth Advisors
Ohio
$210M -$140M -40% 188
SI
4990
Saxon Interests
Texas
$210M +$463K +0.2% 197
MWM
4991
MTC Wealth Management
Florida
$210M -$7.52M -3% 14
CG
4992
Castellan Group
Kentucky
$210M +$14.7M +8% 69
BCA
4993
Boundary Creek Advisors
New York
$210M +$56.1M +36% 36
TFCM
4994
Taylor Frigon Capital Management
Arizona
$210M +$135K +0.1% 87
GCM
4995
Goldstream Capital Management
Hong Kong
$210M +$32.6M +18% 29
NAH
4996
Neumann Advisory (HK)
Hong Kong
$210M +$6.3M +3% 15
AAG
4997
Avalon Advisory Group
Pennsylvania
$210M +$3.43M +2% 15
TC
4998
Teilinger Capital
Texas
$210M -$23.2M -10% 23
HCM
4999
Hall Capital Management
Rhode Island
$210M +$7.15M +4% 100
EF
5000
Exeter Financial
Arizona
$210M -$7.27M -3% 94