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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
IIM
5651
Ironwood Investment Management
Massachusetts
$206M +$22.1M +12% 16.9% 149% 176 12.5%
BAM
5652
Bellevue Asset Management
Washington
$205M +$22.2M +12% 15.6% 51% 493 7.51%
LWM
5653
Lodestone Wealth Management
Washington
$205M +$17.4M +9% 7.15% 81.1% 172 13.37%
FCM
5654
Findell Capital Management
New York
$205M -$2.63M -1% 17.8% 17 52.94%
PCM
5655
Prime Capital Management
Hong Kong
$205M +$111M +118% 49% 401% 3 33.33%
SV
5656
Stilwell Value
New York
$205M +$10.8M +6% 18.4% 93.8% 32 12.5%
NME
5657
Notis-McConarty Edward
$205M +$10.8M +6% 8.52% 65.2% 80 10%
CA
5658
Cresta Advisors
Texas
$205M +$12.2M +6% 7.65% 59.1% 48 4.17%
IFA
5659
Interactive Financial Advisors
Illinois
$205M +$15.8M +8% 6.93% 37.7% 87 3.45%
IWA
5660
IVC Wealth Advisors
Pennsylvania
$205M +$19.2M +10% 7.47% 70.8% 178 11.24%
IWS
5661
Integrity Wealth Solutions
Colorado
$205M +$20.6M +11% 10% 115 10.43%
NAG
5662
Northstar Advisory Group
New Jersey
$205M +$51.8M +34% 18.5% 141% 115 31.3%
THLTP
5663
Thomas H. Lee (THL) Partners
Massachusetts
$205M +$3.38M +2% 1.68% 37.2% 1 0%
DWM
5664
Dogwood Wealth Management
Kansas
$205M +$14.5M +8% 7.1% 746 35.39%
BMC
5665
Beaton Management Company
Massachusetts
$205M +$12.1M +6% 9.96% 79.9% 141 6.38%
PWM
5666
Parkshore Wealth Management
California
$205M +$32.6M +19% 7.13% 67 11.94%
WW
5667
Windle Wealth
Oklahoma
$205M +$10.4M +5% 7.15% 70.5% 33 6.06%
HWM
5668
HighMark Wealth Management
Minnesota
$205M +$35.3M +21% 8.19% 84.2% 644 15.53%
FCM
5669
Forager Capital Management
Alabama
$205M +$2.4M +1% 2.14% 30.6% 11 0%
ATWA
5670
Arbor Trust Wealth Advisors
Michigan
$204M -$8.76M -4% 7.22% 52.8% 96 13.54%
CastleKeep Investment Advisors
5671
CastleKeep Investment Advisors
Connecticut
$204M +$9.79M +5% 5.4% 100 28%
MWG
5672
Martin Worley Group
Utah
$204M +$29.2M +17% 6.94% 93 12.9%
YP
5673
YANKCOM Partnership
South Dakota
$204M +$22.6M +12% 9.64% 319 12.23%
JGGDR
5674
JGP Global Gestao de Recursos
Brazil
$204M +$73.6M +56% 39.9% 206% 49 36.73%
AI
5675
Aflac Inc
Georgia
$204M +$67.2M +49% 49.3% 31.1% 3 0%