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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
5251
Invenio Wealth Partners
Florida
$202M +$16.2M +9% 1.6% 52% 99 8.08%
BCM
5252
Brightline Capital Management
Florida
$201M +$35.2M +21% 6.9% 810% 23 52.17%
RCF
5253
Rainwater Charitable Foundation
Texas
$201M -$475K -0.2% 0.45% 40.2% 5 40%
AP
5254
Arlington Partners
Alabama
$201M +$5.02M +3% 0.17% 43.7% 61 6.56%
DWM
5255
Darwin Wealth Management
Florida
$201M -$157M -44% 1.6% 56.8% 146 52.74%
WSWA
5256
Warren Street Wealth Advisors
California
$201M -$728K -0.4% 3.59% 75.7% 105 15.24%
KCFA
5257
Key Client Fiduciary Advisors
New Jersey
$201M +$12.8M +7% 3% 95.1% 204 16.67%
PIA
5258
Pinion Investment Advisors
Kansas
$201M +$8.44M +4% 3.76% 75.4% 161 20.5%
MA
5259
MKT Advisors
California
$201M +$18.7M +10% 2.63% 49.2% 155 5.81%
CFGF
5260
Compass Financial Group (Florida)
Florida
$201M +$13.4M +7% 1.37% 44.1% 38 5.26%
WCM
5261
Westerly Capital Management
California
$201M -$62.9M -24% 7.98% 116% 56 42.86%
CIEP
5262
Constellation Investimentos e Participacoes
Brazil
$201M -$41.1M -17% 1.54% 172% 12 41.67%
WI
5263
WJ Interests
Texas
$201M +$11.3M +6% 1.19% 50.6% 15 20%
TWM
5264
Trinity Wealth Management
Pennsylvania
$200M +$6.74M +3% 1.7% 53.5% 49 10.2%
AWA
5265
Alta Wealth Advisors
Massachusetts
$200M +$3.63M +2% 4.49% 120% 134 14.93%
TPWA
5266
Twin Peaks Wealth Advisors
California
$200M +$20.3M +11% 4.47% 137 14.6%
SFS
5267
Searcy Financial Services
Kansas
$200M +$3.96M +2% 1.98% 58.5% 27 11.11%
WFS
5268
Weitzel Financial Services
Iowa
$200M +$2.46M +1% 0.04% 42.4% 44 11.36%
UBG
5269
United Bank (Georgia)
Georgia
$200M +$3.65M +2% 3.91% 81.2% 97 5.15%
CCC
5270
Chelsea Counsel Company
California
$200M +$24M +14% 6.18% 106% 206 16.99%
IA
5271
IMZ Advisory
Florida
$200M +$6.43M +3% 2.56% 31 3.23%
AIM
5272
Aspen Investment Management
Michigan
$200M +$3.47M +2% 1.69% 84.9% 159 10.69%
TW
5273
Towerpoint Wealth
California
$200M +$1.28M +0.6% 1.97% 62.4% 85 7.06%
LSIA
5274
LaSalle St. Investment Advisors
Illinois
$200M +$22.2M +12% 1.84% 61.9% 185 36.22%
CWG
5275
Crown Wealth Group
North Carolina
$200M +$6.17M +3% 6.69% 86.2% 118 19.49%