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
TFG
5801
Team Financial Group
California
$173M -$1.1M -0.6% 41
ACM
5802
Accent Capital Management
Ohio
$173M -$2.46M -1% 340
ACM
5803
Absolute Capital Management
Pennsylvania
$173M -$7.82M -4% 131
NIA
5804
NBZ Investment Advisors
Tennessee
$173M -$5.61M -3% 74
AWA
5805
AmeriServ Wealth Advisors
Pennsylvania
$173M -$12.4M -7% 73
SC
5806
Summa Corp
Texas
$173M -$31M -15% 65
VOMP
5807
Vision One Management Partners
Florida
$173M -$14M -7% 10
CH
5808
CVS Health
Rhode Island
$173M -$61.1M -26% 3
HM
5809
HCEP Management
Hong Kong
$173M +$47.6M +38% 16
HWMT
5810
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 35
CWM
5811
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 378
LODC
5812
Lanham O'Dell & Company
West Virginia
$173M -$10.1M -6% 33
SERBOO
5813
School Employees Retirement Board of Ohio
Ohio
$173M -$19.9M -10% 5
CIA
5814
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 79
DCM
5815
Delta Capital Management
New Jersey
$172M -$2.77M -2% 107
AVI
5816
Asset Value Investors
United Kingdom
$172M -$51M -23% 5
WFC
5817
Western Financial Corp
California
$172M -$9.87M -5% 141
MFG
5818
Midwest Financial Group
Kansas
$172M -$2.03M -1% 113
LA
5819
Latitude Advisors
Florida
$172M -$5.42M -3% 200
PWM
5820
Parkshore Wealth Management
California
$172M +$5.75M +3% 68
CWP
5821
Core Wealth Partners
California
$172M -$2.55M -1% 178
SC
5822
Solstein Capital
California
$172M -$7.08M -4% 331
EAM
5823
Exane Asset Management
France
$172M -$3.87M -2% 35
BWA
5824
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 28
TVWM
5825
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 216