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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
IWP
5076
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 5.94% 52% 98 7.14%
PWM
5077
Power Wealth Management
Georgia
$275M +$14.5M +6% 5.01% 96 13.54%
FPL
5078
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 17.9% 205 11.22%
MCM
5079
Multicoin Capital Management
Texas
$274M +$150M +120% 178% 3 33.33%
AWS
5080
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 9.33% 83.9% 115 8.7%
LWA
5081
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 6.52% 63.3% 404 11.88%
TGI
5082
TRV GP IV
Massachusetts
$274M +$111M +68% 91.2% 1,102% 3 33.33%
NFG
5083
Norris Financial Group
South Carolina
$274M +$29.8M +12% 13.3% 142% 108 33.33%
EAIC
5084
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1.7% 0.86% 1 0%
GP
5085
Geneva Partners
Wisconsin
$274M +$21.6M +9% 13.1% 401% 80 25%
PFG
5086
Prosperity Financial Group
California
$273M +$38M +16% 10.6% 108% 191 17.28%
FWM
5087
FSA Wealth Management
Massachusetts
$273M +$17.1M +7% 8% 593 11.13%
SWC
5088
Square Wave Capital
New York
$273M +$169M +162% 10% 8 12.5%
CFLC
5089
California First Leasing Corp
California
$273M +$32.6M +14% 12.4% 377% 45 8.89%
I
5090
InvesTrust
Oklahoma
$273M +$13.9M +5% 5.24% 95 1.05%
5VM
5091
5AM Venture Management
California
$273M +$12.9M +5% 38.4% 546% 29 13.79%
BIG
5092
Boothe Investment Group
Delaware
$273M +$10.6M +4% 8.17% 59.8% 39 5.13%
KNFPWM
5093
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 6.97% 80 5%
TWCM
5094
True Wind Capital Management
California
$273M +$36.4M +15% 15.4% 119% 2 0%
SC
5095
Stance Capital
Massachusetts
$273M +$6.75M +3% 5.39% 313 59.42%
WWM
5096
Westwood Wealth Management
California
$273M -$25M -8% 20.2% 425% 51 15.69%
SF
5097
Slagle Financial
Illinois
$273M +$24.4M +10% 7.77% 77.9% 117 4.27%
HAG
5098
HF Advisory Group
Maryland
$272M +$19.3M +8% 4.91% 64.2% 166 1.2%
MVP
5099
Miller Value Partners
Florida
$272M +$36.5M +15% 15.5% 133% 37 13.51%
HCM
5100
Highview Capital Management
Illinois
$272M +$12.9M +5% 9.98% 123% 119 21.85%