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
TFCM
5301
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 94
PWS
5302
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 41
FWA
5303
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 60
PAG
5304
Powers Advisory Group
Illinois
$200M +$17.1M +9% 101
APIM
5305
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 96
HWA
5306
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 48
SCM
5307
Sitrin Capital Management
California
$200M +$12M +6% 44
FWM
5308
Fortress Wealth Management
California
$200M +$4.68M +2% 72
CWA
5309
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 31
PWG
5310
Private Wealth Group
Florida
$200M +$9.65M +5% 67
1CM
5311
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 112
MAG
5312
Members Advisory Group
New York
$200M +$16.8M +9% 36
MCA
5313
Magnolia Capital Advisors
Mississippi
$200M +$21.3M +12% 153
BM
5314
Bridger Management
New York
$200M +$5.58M +3% 34
RI
5315
Ridgewood Investments
New Jersey
$200M +$336K +0.2% 799
SV
5316
Stilwell Value
New York
$200M +$7.84M +4% 36
LWM
5317
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 157
ORC
5318
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 152
EL
5319
EQ LLC
Washington
$200M +$32.8M +20% 64
SIAG
5320
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 72
TWA
5321
Trellis Wealth Advisors
California
$200M +$17.6M +10% 31
GCA
5322
GSI Capital Advisors
California
$200M +$30.3M +18% 35
PWIA
5323
Porter White Investment Advisors
Alabama
$200M +$13M +7% 33
LHCM
5324
Lloyd Harbor Capital Management
New York
$200M +$36.3M +22% 30
BCA
5325
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 30