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
TFP
6351
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 99
AA
6352
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 20
WA
6353
WESPAC Advisors
California
$128M -$44M -26% 188
WCM
6354
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 44
SAM
6355
Steinberg Asset Management
New York
$128M +$9.81M +8% 44
FWMM
6356
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 46
MCM
6357
Mork Capital Management
California
$128M -$5.04M -4% 109
FFP
6358
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 32
EAM
6359
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 110
CAM
6360
Campion Asset Management
Virginia
$127M -$2.14M -2% 101
GL
6361
Gerber LLC
Ohio
$127M +$8.01M +7% 101
CPG
6362
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 242
CRIG
6363
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 84
SFC
6364
Sprinkle Financial Consultants
Colorado
$127M +$9.75M +8% 71
HWM
6365
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 106
TNAM
6366
Terra Nova Asset Management
New York
$127M +$1.21M +1% 86
SCM
6367
Spring Capital Management
Texas
$127M -$6.02M -5% 34
BW
6368
Basepoint Wealth
Iowa
$127M -$6.2M -5% 116
EFG
6369
Ehrlich Financial Group
California
$127M +$7.9M +7% 118
DWS
6370
Discipline Wealth Solutions
South Carolina
$127M +$18.7M +17% 29
LCM
6371
Lattice Capital Management
Washington
$127M +$28.2M +29% 35
SKK
6372
Shepherd Kaplan Krochuk
Massachusetts
$127M +$1.33M +1% 59
RA
6373
Rosalind Advisors
Ontario, Canada
$126M +$19.5M +18% 43
SR
6374
Syntax Research
Florida
$126M -$4.53M -3% 177
LW
6375
Lauer Wealth
Indiana
$126M +$11.3M +10% 47