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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
IGYL
5276
I.G.Y. Ltd
United Kingdom
$160M +$21.5M +16% 16.1% 81.2% 3 0%
SRWM
5277
Shira Ridge Wealth Management
California
$160M +$8.11M +5% 6% 64.9% 66 6.06%
BFA
5278
Buttonwood Financial Advisors
Maryland
$160M +$30.6M +24% 7.19% 66.3% 97 26.8%
CP
5279
Camelot Portfolios
Ohio
$160M +$15.8M +11% 4.06% 41.3% 203 14.29%
CPW
5280
Catalyst Private Wealth
California
$160M +$14.8M +10% 9.89% 103% 75 8%
TCM
5281
Thomist Capital Management
Texas
$159M -$9.88M -6% 1.14% 71.2% 36 83.33%
AFR
5282
Applied Fundamental Research
Massachusetts
$159M +$20.6M +15% 14.9% 44.6% 11 0%
RFP
5283
Roth Financial Partners
Texas
$159M +$9.25M +6% 5.28% 54.3% 26 15.38%
BAM
5284
Bellevue Asset Management
Washington
$159M +$12M +8% 9.62% 56.7% 498 6.83%
VLC
5285
Van Leeuwen & Company
New Jersey
$159M +$10.4M +7% 10.4% 75.4% 83 21.69%
PWP
5286
Pursue Wealth Partners
California
$159M +$12.9M +9% 14.8% 108% 110 21.82%
RTL
5287
Red Tortoise LLC
Georgia
$159M +$10.5M +7% 3.31% 43.7% 630 24.44%
CWM
5288
CCG Wealth Management
California
$159M +$8.04M +5% 5.83% 82.6% 67 8.96%
ITB
5289
Idaho Trust Bank
Idaho
$159M 3.15% 47.5% 74
WMP
5290
Wealth Management Partners
Arizona
$159M +$16M +11% 11.6% 179% 116 6.03%
VIP
5291
Viewpoint Investment Partners
Alberta, Canada
$159M +$33.3M +27% 3.56% 31.9% 7 0%
AFA
5292
AllGen Financial Advisors
Florida
$159M +$15.6M +11% 1.73% 39.7% 35 8.57%
HWP
5293
Highline Wealth Partners
California
$159M +$12.5M +9% 8.97% 82.9% 349 6.88%
MA
5294
Menlo Advisors
California
$159M +$13.1M +9% 7.29% 81.9% 31 6.45%
IW
5295
Imprint Wealth
South Carolina
$159M +$6.64M +4% 4.12% 182 19.78%
SW
5296
StrongBox Wealth
Missouri
$159M +$9.5M +6% 5.47% 57.8% 90 11.11%
FH
5297
FWG Holdings
Florida
$158M +$19.6M +14% 7.19% 91.6% 100 17%
BMC
5298
Beaton Management Company
Massachusetts
$158M +$9.87M +7% 6.62% 95.9% 132 5.3%
CCP
5299
Cunning Capital Partners
North Carolina
$158M +$11.3M +8% 7.53% 268% 95 78.95%
ACM
5300
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 7.59% 78.4% 50 12%