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
TWA
5326
Trellis Wealth Advisors
California
$199M -$891K -0.4% 35
DRS
5327
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 86
TWM
5328
TCFG Wealth Management
California
$199M -$327K -0.2% 243
BCM
5329
Birch Capital Management
Texas
$199M -$5.99M -3% 91
SV
5330
Stilwell Value
New York
$198M -$1.37M -0.7% 35
ITB
5331
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 83
MIRH
5332
Madison International Realty Holdings
New York
$198M -$7.4M -4% 2
SCM
5333
Sitrin Capital Management
California
$198M -$1.82M -0.9% 44
NRW
5334
Nova R Wealth
Kansas
$198M -$4.73M -2% 88
BMC
5335
Beaton Management Company
Massachusetts
$198M +$666K +0.3% 137
SIA
5336
SGL Investment Advisors
Montana
$198M +$3.52M +2% 122
EA
5337
Everpar Advisors
Oklahoma
$198M +$4.99M +3% 285
WAOI
5338
Wealth Advisors of Iowa
Iowa
$198M +$1.87M +0.9% 73
RGF
5339
Retirement Guys Formula
Ohio
$198M -$16.8M -8% 143
AE
5340
Axon Enterprise
Arizona
$198M 1
AWM
5341
AAF Wealth Management
Massachusetts
$198M -$204K -0.1% 49
JHA
5342
Jackson Hill Advisors
Texas
$198M +$1.53M +0.8% 13
DA
5343
DCF Advisers
Connecticut
$198M +$3.87M +2% 97
SCM
5344
Sage Capital Management
New Jersey
$198M -$10.5M -5% 165
SIF
5345
State Insurance Fund
New York
$198M +$4.6M +2% 1
HWA
5346
Hilltop Wealth Advisors
North Carolina
$198M -$16.6M -8% 54
PF
5347
Prosperitas Financial
California
$198M +$11.9M +6% 68
CWA
5348
Continuum Wealth Advisors
New York
$198M +$11.3M +6% 62
TFCM
5349
Taylor Frigon Capital Management
Arizona
$198M -$3.02M -2% 92
AWMNH
5350
Arcadia Wealth Management (New Hampshire)
New Hampshire
$198M +$7.6M +4% 65