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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
II
4801
INCA Investments
Florida
$353M +$71.6M +25% 9% 128% 11 18.18%
AGP
4802
Autumn Glory Partners
Texas
$353M +$80.6M +30% 10.5% 69.5% 229 18.34%
FNWM
4803
Financial Network Wealth Management
Utah
$353M +$36.9M +12% 11.3% 123 8.94%
MHB
4804
Midwest Heritage Bank
Iowa
$353M +$41.1M +13% 11.1% 50% 54 7.41%
AI
4805
AXS Investments
New York
$353M +$105M +42% 31.3% 104% 209 17.22%
JA
4806
JVL Associates
Michigan
$352M +$54.2M +18% 17.7% 73.3% 81 24.69%
FP
4807
FFG Partners
Florida
$352M +$99.7M +39% 49.2% 51 47.06%
SPIO
4808
Seven Post Investment Office
California
$352M +$42.7M +14% 9.58% 52.6% 42 14.29%
KNFPWM
4809
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$352M +$57.5M +20% 15% 87 8.05%
CA
4810
Centerpoint Advisors
Massachusetts
$352M +$44.9M +15% 16.3% 74.2% 443 10.61%
S
4811
Sunpointe
Missouri
$352M +$46.7M +15% 20.1% 307 21.82%
FLA
4812
Financial Life Advisors
Texas
$352M +$30.7M +10% 10.3% 42.7% 62 19.35%
SIM
4813
SW Investment Management
Colorado
$352M -$99.1M -22% 0.78% 143% 8 37.5%
PIP
4814
Palisades Investment Partners
California
$352M +$96.5M +38% 46.9% 59 23.73%
CRI
4815
Colonial River Investments
Virginia
$352M +$72.3M +26% 28.5% 144% 268 21.64%
EA
4816
Everpar Advisors
Oklahoma
$352M +$61.1M +21% 22.5% 326 20.86%
KHCM
4817
Kirtland Hills Capital Management
Ohio
$351M +$36.5M +12% 20.6% 167 7.19%
GBFG
4818
Gerald Baker Financial Group
Texas
$351M +$35.7M +11% 11.3% 127 11.02%
WIC
4819
Whitegate Investment Counselors
New Hampshire
$351M +$36.7M +12% 10.4% 48% 78 15.38%
LFA
4820
LifeGuide Financial Advisors
Pennsylvania
$351M +$38.4M +12% 7.88% 31% 51 17.65%
TLA
4821
Tree Line Advisors
Hong Kong
$351M +$119M +51% 94% 670% 3 0%
SWAG
4822
Spectrum Wealth Advisory Group
California
$351M +$82.2M +31% 15.5% 67.9% 543 89.32%
BBWP
4823
Beacon Bridge Wealth Partners
Pennsylvania
$351M +$52.3M +17% 12.7% 52% 113 17.7%
YCM
4824
Yakira Capital Management
Connecticut
$351M +$9.29M +3% 2.32% 74.1% 262 48.09%
PAM
4825
Pegasus Asset Management
New York
$351M +$38.2M +12% 14.2% 89% 77 15.58%