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
5501
Tranquilli Financial Advisor
New Jersey
$141M -$2.33M -2% 96
WAM
5502
WealthTrust Asset Management
Florida
$140M -$9.88M -7% 91
PSB
5503
Piscataqua Savings Bank
New Hampshire
$140M +$13.5M +11% 358
LPARFS
5504
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 121
MJB
5505
Mark J. Bradley
$140M -$12.6M -8% 49
WMP
5506
Wealth Management Partners
Arizona
$140M -$5.32M -4% 122
CS
5507
Capital Square
Tennessee
$140M -$4.56M -3% 172
NF
5508
NTB Financial
Colorado
$140M -$3.46M -2% 159
PS
5509
Planned Solutions
California
$140M -$5.56M -4% 81
OFS
5510
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 191
VCWA
5511
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 171
LAM
5512
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 53
SIM
5513
Strategic Investment Management
Virginia
$140M -$28.2M -17% 11
ECM
5514
EMC Capital Management
Texas
$140M -$46M -25% 358
SG
5515
Somerset Group
Minnesota
$140M -$8.71M -6% 79
CWA
5516
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 92
KLC
5517
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 135
HPCM
5518
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 95
GC
5519
Gould Capital
Washington
$139M -$3.71M -3% 223
CCM
5520
Colorado Capital Management
Colorado
$139M -$9.89M -7% 79
NMG
5521
New Millennium Group
Utah
$139M +$7.58M +6% 62
RPG
5522
Resource Planning Group
Georgia
$139M -$9.88M -7% 72
LHWM
5523
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 67
ACM
5524
Alcosta Capital Management
California
$139M -$27.3M -16% 32
BRG
5525
Bay Rivers Group
Virginia
$139M -$24.6M -15% 74