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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
SRC
5151
Stone Run Capital
New York
$250M +$12.8M +5% 8.22% 77.8% 72 13.89%
CWA
5152
Cura Wealth Advisors
Illinois
$250M +$2.96M +1% 1.3% 133 33.83%
CCAM
5153
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 21.1% 34 5.88%
IA
5154
IMZ Advisory
Florida
$250M +$29.4M +13% 10.4% 42 7.14%
KNFPWM
5155
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 9.77% 77 7.79%
FWP
5156
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 8.83% 62 17.74%
TFA
5157
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 6.72% 72 18.06%
IGYL
5158
I.G.Y. Ltd
United Kingdom
$250M +$12.5M +5% 6.08% 81.2% 3 0%
ECA
5159
Elevation Capital Advisory
Oregon
$249M +$20.2M +9% 10.9% 82 60.98%
WRTC
5160
Wind River Trust Company
Wyoming
$249M +$16.3M +7% 9.6% 62.1% 9 0%
ITFISA
5161
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$249M +$37.4M +18% 22% 183% 222 26.58%
PWS
5162
Peloton Wealth Strategists
Indiana
$249M +$10.1M +4% 6.01% 51.3% 96 11.46%
JWM
5163
Jessup Wealth Management
Ohio
$249M +$11.3M +5% 12.3% 164% 81 16.05%
BFA
5164
Buttonwood Financial Advisors
Maryland
$249M +$21.6M +9% 9.93% 66.3% 102 8.82%
HCM
5165
Heathbridge Capital Management
Ontario, Canada
$249M +$2.7M +1% 8.83% 58.7% 30 16.67%
LFP
5166
Lakeshore Financial Planning
Michigan
$249M +$8.72M +4% 6.63% 56.8% 79 3.8%
RA
5167
Ruggaard & Associates
Ohio
$249M +$20.5M +9% 6.3% 47.6% 121 9.09%
SIM
5168
Sims Investment Management
Ohio
$249M +$24.9M +11% 8.29% 45 13.33%
JP
5169
JNE Partners
United Kingdom
$249M +$56.7M +30% 16.4% 100% 8 12.5%
AGM
5170
Aragon Global Management
Florida
$249M -$11.4M -4% 34.4% 25 32%
SN
5171
Sittner & Nelson
Oregon
$249M +$14.2M +6% 7.63% 88.1% 516 5.04%
KPP
5172
Kings Path Partners
Texas
$248M +$44M +22% 7.15% 293 15.7%
SF
5173
Slagle Financial
Illinois
$248M +$23.1M +10% 7.55% 77.9% 125 30.4%
PRP
5174
Peak Retirement Planning
Ohio
$248M +$67.4M +37% 6.08% 125 21.6%
IB
5175
Iyo Bank
Japan
$247M -$63.1M -20% 12.6% 125% 51 19.61%