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
5151
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 67
VWM
5152
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 206
IVM
5153
InterWest Venture Management
California
$169M -$72.3M -30% 10
CCM
5154
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 82
SCM
5155
Sterneck Capital Management
Missouri
$169M +$12M +8% 114
WSL
5156
Western Standard LLC
California
$169M -$4.76M -3% 43
DWMG
5157
DB Wealth Management Group
California
$169M +$13.8M +9% 370
SFA
5158
Seneca Financial Advisors
New York
$169M +$18M +12% 49
VFA
5159
Values First Advisors
Tennessee
$169M +$14.5M +9% 177
NAG
5160
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 137
DCM
5161
Decatur Capital Management
Georgia
$169M +$17.2M +11% 66
TFA
5162
Triad Financial Advisors
North Carolina
$168M 117
GC
5163
Grace Capital
Massachusetts
$168M +$5.88M +4% 167
TAM
5164
Tabor Asset Management
New York
$168M +$6.15M +4% 51
OFP
5165
OLIO Financial Planning
Virginia
$168M 41
AAM
5166
Ascension Asset Management
New York
$168M +$15.3M +10% 83
AIC
5167
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 132
GB
5168
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 70
OWIM
5169
Old West Investment Management
California
$168M -$61.1M -27% 59
WCM
5170
Washburn Capital Management
Florida
$168M +$15.3M +10% 58
SIM
5171
Strategic Investment Management
Virginia
$168M -$48.2M -22% 11
AWM
5172
Altus Wealth Management
Kentucky
$168M +$10.1M +6% 39
AWM
5173
Aevitas Wealth Management
Massachusetts
$168M +$11.1M +7% 131
GCM
5174
Gables Capital Management
Florida
$168M +$14.7M +10% 366
HG
5175
Harbor Group
New Hampshire
$168M +$12.7M +8% 56