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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
PWM
5476
Proathlete Wealth Management
Florida
$169M 11.3% 53
CP
5477
Camelot Portfolios
Ohio
$169M +$64.4M +62% 8.66% 41.3% 214 36.92%
CCM
5478
Crestwood Capital Management
New York
$169M +$36.9M +28% 20.6% 203% 17 29.41%
MWM
5479
McNaughton Wealth Management
California
$169M +$18.5M +12% 8.58% 50.3% 54 7.41%
DRD
5480
Dennis R. Delaney
$169M +$13.6M +9% 9.25% 84.3% 45 6.67%
AWA
5481
Acorn Wealth Advisors
Michigan
$169M +$18.4M +12% 8.88% 53.6% 197 13.2%
SFC
5482
Strategic Financial Concepts
Texas
$169M -$127M -43% 7.55% 56.8% 283 53.71%
NP
5483
Newlight Partners
New York
$169M -$9.44M -5% 33% 92.8% 2 0%
IVSFI
5484
IA Venture Strategies Fund II
New York
$169M +$58.3M +53% 53% 375% 3 0%
SFG
5485
Sterling Financial Group
California
$169M +$9.32M +6% 8.55% 49.6% 65 10.77%
AIM
5486
Alhambra Investment Management
Florida
$169M +$16.6M +11% 9.17% 61.5% 163 14.11%
MA
5487
Mosaic Advisors
Texas
$169M +$59.2M +54% 5.96% 50.9% 19 36.84%
FF
5488
Fluent Financial
Texas
$168M -$17.6M -9% 8.97% 42.5% 87 21.84%
PCG
5489
PFC Capital Group
California
$168M 13.3% 67
OCA
5490
Otter Creek Advisors
Florida
$168M +$37.9M +29% 11.1% 173% 58 48.28%
MVP
5491
Miller Value Partners
Florida
$168M +$9.26M +6% 15.1% 133% 48 16.67%
WCM
5492
Wisconsin Capital Management
Wisconsin
$168M +$16.9M +11% 12.7% 153% 48 14.58%
BBW
5493
Blue Barn Wealth
Utah
$168M +$16M +11% 10.1% 46.4% 139 24.46%
CRI
5494
Colonial River Investments
Virginia
$168M +$15.1M +10% 10.1% 144% 210 32.86%
MF
5495
Montis Financial
Massachusetts
$168M +$18.9M +13% 9.51% 46% 78 21.79%
NAG
5496
Northstar Advisory Group
New Jersey
$168M +$30.9M +23% 11.6% 141% 111 29.73%
NPP
5497
New Potomac Partners
Maryland
$168M +$22.8M +16% 10.7% 37.2% 88 18.18%
AWA
5498
ARQ Wealth Advisors
Arizona
$168M +$34.5M +26% 10.2% 53.3% 69 23.19%
ATWA
5499
Arbor Trust Wealth Advisors
Michigan
$168M +$16.2M +11% 10.1% 63.8% 99 16.16%
VOMP
5500
Vision One Management Partners
Florida
$168M 35.1% 8