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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
HFP
5101
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 3.02% 95.7% 152 14.47%
WIM
5102
Wittenberg Investment Management
Massachusetts
$269M +$8.31M +3% 2.13% 86.2% 77 10.39%
SWAG
5103
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 2.77% 57.2% 61 11.48%
BIM
5104
Breakwater Investment Management
Washington
$269M -$7.45M -3% 1.77% 575 25.57%
PWM
5105
Power Wealth Management
Georgia
$269M -$15.3M -5% 2.06% 104 17.31%
SSWM
5106
Strait & Sound Wealth Management
California
$269M -$118K -0% 3.3% 74.6% 177 18.64%
NAG
5107
Northstar Advisory Group
New Jersey
$269M -$12.9M -5% 1.97% 141% 137 35.77%
UI
5108
Untitled Investments
New York
$269M -$64.3M -19% 6.67% 62.6% 20 35%
NWMG
5109
National Wealth Management Group
Ohio
$269M -$20M -7% 0.73% 123% 262 24.81%
PF
5110
Prosperitas Financial
California
$268M +$11.2M +4% 2.67% 102 32.35%
NF
5111
Nvest Financial
New Hampshire
$268M +$27.9M +12% 1.53% 75.6% 142 12.68%
FC
5112
Foursixthree Capital
New York
$268M +$10.9M +4% 2.58% 22 45.45%
AL
5113
AIP LLC
New York
$268M -$100M -27% 25.8% 86.8% 3 0%
PAP
5114
Persistent Asset Partners
Hong Kong
$268M +$45.6M +20% 35.4% 508 65.35%
BWA
5115
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 0.47% 64 10.94%
VC
5116
VarCov Co
Connecticut
$268M +$14.9M +6% 0.71% 695 85.04%
WAM
5117
Worth Asset Management
Texas
$268M +$32.4M +14% 1.8% 115% 209 37.8%
CCM
5118
Colorado Capital Management
Colorado
$268M +$1.84M +0.7% 1.67% 53.4% 110 9.09%
AC
5119
Applied Capital
Arkansas
$268M +$8.04M +3% 0.77% 52.6% 56 17.86%
STB
5120
S&T Bank
Pennsylvania
$268M -$48.3M -15% 10.1% 94.2% 433 9.7%
EAIC
5121
Empower Annuity Insurance Company
Connecticut
$268M -$2.95M -1% 1.09% 0.57% 1 0%
PTEAP
5122
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$268M -$48.2M -15% 3.54% 11 9.09%
SP
5123
ShawSpring Partners
Massachusetts
$268M -$263M -50% 19.4% 6.63% 15 46.67%
TWM
5124
TCFG Wealth Management
California
$267M +$11.5M +4% 2.43% 293 15.02%
ALC
5125
Alexander Labrunerie & Co
Missouri
$267M -$8.8M -3% 0.02% 130 15.38%