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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
CWA
4601
Centennial Wealth Advisory
Michigan
$170M -$8.27M -5% 3.33% 57.6% 147 42.18%
NFSG
4602
Newbridge Financial Services Group
Florida
$170M +$9.06M +6% 3.13% 164% 1,531 12.61%
BFWA
4603
Benchmark Financial Wealth Advisors
Florida
$170M -$25.2M -13% 5.12% 70.6% 76 15.79%
SIP
4604
Stoneridge Investment Partners
Pennsylvania
$170M -$11.6M -6% 7.38% 44.2% 111 28.83%
LWA
4605
Lowe Wealth Advisors
Maryland
$170M -$13.3M -7% 4.65% 63.3% 363 9.37%
BWL
4606
Beacon Wealthcare LLC
North Carolina
$170M -$11M -6% 5.49% 42% 11 0%
CA
4607
Continental Advisors
Utah
$170M +$3.97M +2% 1.71% 69% 63 17.46%
BC
4608
Bullfrog Capital
California
$170M +$4.68M +3% 21.3% 4 25%
ARC
4609
Arias Resource Capital
Cayman Islands
$169M -$57.4M -25% 24.9% 81.3% 2 0%
SWM
4610
Sculati Wealth Management
Michigan
$169M -$5.82M -3% 3.95% 72.3% 120 5.83%
WIM
4611
Warwick Investment Management
Texas
$169M -$36.9M -18% 5.05% 64.3% 72 55.56%
YEPV
4612
Yorktown Energy Partners VIII
New York
$169M -$26.4M -13% 0.56% 15.2% 2 0%
AJ
4613
Ashburton (Jersey)
Jersey
$169M -$34.9M -17% 5.7% 49 18.37%
SP
4614
SCF Partners
Texas
$169M -$7.53M -4% 2.07% 2.1% 4 0%
HHGC
4615
Hunting Hill Global Capital
New York
$169M +$59.7M +55% 0.47% 132% 122 45.9%
BTIM
4616
BancFirst Trust & Investment Management
Oklahoma
$169M +$39.1M +30% 4.79% 44.9% 58 41.38%
NLVP
4617
New Leaf Venture Partners
New York
$169M +$14.2M +9% 30.9% 17.1% 21 9.52%
TWM
4618
Triton Wealth Management
Arizona
$169M +$26.5M +19% 0.01% 87 8.05%
SAMU
4619
SONA Asset Management (US)
New York
$169M +$65.7M +64% 2.37% 41% 356 10.39%
SCM
4620
Stadium Capital Management
Connecticut
$168M -$15.5M -8% 8.85% 10.9% 14 50%
OFP
4621
OLIO Financial Planning
Virginia
$168M -$9.7M -5% 6.3% 47.8% 45 11.11%
RW
4622
Rede Wealth
Virginia
$168M -$3.89M -2% 2.27% 80.9% 101 13.86%
GWM
4623
Graybill Wealth Management
Illinois
$168M -$12.3M -7% 4.21% 51 5.88%
DFG
4624
Demars Financial Group
Washington
$168M -$7.24M -4% 4% 59.6% 75 16%
STAS
4625
Strong Tower Advisory Services
Minnesota
$168M -$16.1M -9% 4.26% 131% 106 12.26%