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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 Avg Holding
Period (Yrs)
NWK Group
5126
NWK Group
California
$171M +$16.8M +11% 18.2% 268% 75 21.33% 2.3
Crestmont Private Wealth
5127
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 4.72% 54.8% 52 13.46% 0.8
Otter Creek Advisors
5128
Otter Creek Advisors
Florida
$171M +$31M +22% 5.5% 173% 53 50.94% 0.8
Fortis Capital Advisors
5129
Fortis Capital Advisors
Kansas
$171M -$16.4M -9% 11.9% 127% 660 85% 0.5
Corepath Wealth Partners
5130
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 3.21% 62.1% 43 9.3% 2.1
Alta Wealth Advisors
5131
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 8.77% 120% 142 10.56% 1.9
Provence Wealth Management Group
5132
Provence Wealth Management Group
California
$170M +$20.1M +13% 11.5% – 160 24.38% 0.6
New England Professional Planning Group
5133
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 4.85% 59% 40 5% 4.4
Allegiance Financial Group Advisory Services
5134
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 5.17% 62.6% 72 11.11% 0.5
Ruedi Wealth Management
5135
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 4.34% 44.9% 266 18.05% 0.5
CNB Bank
5136
CNB Bank
Pennsylvania
$170M +$5.7M +3% 6.59% 91.6% 494 13.16% 3.6
Heritage Wealth Partners
5137
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 2.23% – 69 43.48% 0.1
Peninsula Asset Management
5138
Peninsula Asset Management
Florida
$170M +$10.1M +6% 7.64% 44.1% 42 2.38% 7.5
Tradewinds LLC
5139
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 7.38% – 128 25% 0.3
Center Lake Capital Management
5140
Center Lake Capital Management
Florida
$169M +$14.8M +10% 21.4% 98.3% 12 41.67% 1.1
PFG Private Wealth Management
5141
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 3.65% 52.6% 297 8.42% 1.6
First City Capital Management
5142
First City Capital Management
Georgia
$169M -$1.61M -0.9% 5.16% 76.5% 180 11.67% 5.4
Hillcrest Wealth Advisors
5143
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 4.72% 58.7% 48 2.08% 3.6
Tikehau Investment Management
5144
Tikehau Investment Management
France
$169M -$24.1M -12% 6% 102% 17 11.76% 2.1
Planned Solutions
5145
Planned Solutions
California
$169M +$11.4M +7% 5.39% 68.3% 82 7.32% 1.9
Wick Capital Partners
5146
Wick Capital Partners
Pennsylvania
$169M -$5.42M -3% 6.26% 60% 70 35.71% 1
Varde Management
5147
Varde Management
Minnesota
$169M +$31.2M +23% 1.55% 149% 9 44.44% 1.2
Virtus ETF Advisers
5148
Virtus ETF Advisers
New York
$169M -$13M -7% 5.59% 177% 495 23.23% 2.1
FFG
5149
Fortem Financial Group
California
$169M +$15.2M +10% 8.95% 183% 174 25.86% 1.8
WFA Asset Management
5150
WFA Asset Management
Wisconsin
$169M +$5.75M +4% 2.83% 60% 264 16.67% 1.2