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
TCFP
5376
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 41
DAM
5377
Derbend Asset Management
Georgia
$148M +$14.4M +11% 85
FWA
5378
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 70
PSIWM
5379
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 45
BHBT
5380
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 140
GB
5381
Gunma Bank
Japan
$148M -$79.7M -35% 40
GSB
5382
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 146
ACP
5383
Acuta Capital Partners
California
$148M +$19.1M +15% 48
PIA
5384
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 162
TVWM
5385
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 197
CJFS
5386
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 50
HNWA
5387
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 61
EP
5388
EPIQ Partners
Minnesota
$147M +$2.32M +2% 80
VIA
5389
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 303
IFA
5390
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 85
PSFG
5391
Prairie Sky Financial Group
Illinois
$147M 79
OFW
5392
Omnia Family Wealth
Florida
$147M +$17.2M +13% 70
WPW
5393
Warther Private Wealth
Ohio
$147M +$15.8M +12% 73
MM
5394
MQS Management
New York
$147M -$8.73M -6% 635
FCFC
5395
First Citizens Financial Corp
Iowa
$147M 112
SWM
5396
Solano Wealth Management
California
$147M +$10.1M +7% 24
NC
5397
Naman Capital
Brazil
$147M +$25.2M +21% 11
JKSF
5398
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 4
CWA
5399
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 24
WMRU
5400
William Marsh Rice University
Texas
$147M -$3.47M -2% 8