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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
SWC
3926
Square Wave Capital
New York
$430M +$157M +57% 4.05% 10 30%
CWA
3927
Cornerstone Wealth Advisors
Minnesota
$430M +$16.9M +4% 1.29% 42.6% 52 3.85%
FFO
3928
Fortitude Family Office
Arizona
$430M +$57.9M +16% 3.61% 2,173 20.8%
NG
3929
NatWest Group
United Kingdom
$430M +$25M +6% 5.68% 186% 43 18.6%
RC
3930
RV Capital
Switzerland
$430M -$117M -21% 0.69% 278% 13 7.69%
SC
3931
Slotnik Capital
Texas
$429M +$109M +34% 31.2% 49 79.59%
TGV
3932
TRV GP V
Massachusetts
$429M +$75.7M +21% 26% 3 0%
OA
3933
Operose Advisors
Wisconsin
$429M +$28M +7% 2.42% 53.3% 501 17.17%
WCM
3934
Winthrop Capital Management
Indiana
$429M +$15.6M +4% 3.47% 399 24.31%
WAS
3935
Wealth Advisory Solutions
Indiana
$429M +$16.2M +4% 3.82% 55.5% 150 16%
ECA
3936
Elevated Capital Advisors
Utah
$429M +$26.9M +7% 1.39% 37.3% 833 69.51%
DM
3937
Diversified Management
Wisconsin
$428M 3.12% 177
SWG
3938
Summit Wealth Group
Vermont
$428M +$14.8M +4% 1.68% 38.4% 121 9.92%
MFS
3939
Mattson Financial Services
Michigan
$428M +$10M +2% 1.19% 202 18.32%
AHL
3940
Abel Hall LLC
Louisiana
$428M +$181M +73% 5.5% 744 60.48%
APWA
3941
Atlas Private Wealth Advisors
New Jersey
$428M +$19.7M +5% 1.64% 51.6% 140 7.86%
MVP
3942
Medina Value Partners
California
$428M -$24K -0% 6.83% 78.1% 35 51.43%
TFP
3943
Triune Financial Partners
Kansas
$428M +$30.8M +8% 3.36% 50.6% 50 8%
KK
3944
Kotler Kevin
$427M 61.7% 38
BI
3945
Ballast Inc
Kentucky
$427M +$14.6M +4% 2.76% 66% 142 11.97%
PRP
3946
Peak Retirement Planning
Ohio
$427M +$72M +20% 1.28% 156 26.28%
AWM
3947
Abound Wealth Management
Tennessee
$427M +$27.5M +7% 1.89% 58.6% 1,506 14.67%
TA
3948
TRB Advisors
New York
$427M -$69.4M -14% 2.13% 42.3% 14 42.86%
WHAM
3949
Windmill Hill Asset Management
United Kingdom
$427M +$45.5M +12% 2.77% 86.6% 28 21.43%
CD
3950
Chapin Davis
Maryland
$427M +$19.4M +5% 10.4% 323% 263 13.31%