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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 Avg Holding
Period (Yrs)
Ironwood Investment Management
5726
Ironwood Investment Management
Massachusetts
$206M +$22.1M +12% 16.9% 164% 176 12.5% 6.5
Bellevue Asset Management
5727
Bellevue Asset Management
Washington
$205M +$22.2M +12% 15.6% 56.7% 493 7.51% 4
Lodestone Wealth Management
5728
Lodestone Wealth Management
Washington
$205M +$17.4M +9% 7.15% 87.1% 172 13.37% 1.8
Findell Capital Management
5729
Findell Capital Management
New York
$205M -$2.63M -1% 17.8% – 17 52.94% 0.8
PCM
5730
Prime Capital Management
Hong Kong
$205M +$111M +118% 49% 579% 3 33.33% 0.6
SV
5731
Stilwell Value
New York
$205M +$10.8M +6% 18.4% 87.9% 32 15.63% 5.2
NME
5732
Notis-McConarty Edward
$205M +$10.8M +6% 8.52% 91.2% 80 10% 7.3
Cresta Advisors
5733
Cresta Advisors
Texas
$205M +$12.2M +6% 7.65% 66.8% 48 4.17% 2
Interactive Financial Advisors
5734
Interactive Financial Advisors
Illinois
$205M +$15.8M +8% 6.93% 47.6% 87 3.45% 6.9
IVC Wealth Advisors
5735
IVC Wealth Advisors
Pennsylvania
$205M +$19.2M +10% 7.47% 81.9% 178 11.24% 2.8
Integrity Wealth Solutions
5736
Integrity Wealth Solutions
Colorado
$205M +$20.6M +11% 10% – 115 10.43% 1.1
Northstar Advisory Group
5737
Northstar Advisory Group
New Jersey
$205M +$51.8M +34% 18.5% 141% 115 31.3% 1.8
Thomas H. Lee (THL) Partners
5738
Thomas H. Lee (THL) Partners
Massachusetts
$205M +$3.38M +2% 1.68% 37.2% 1 0% 4.8
Dogwood Wealth Management
5739
Dogwood Wealth Management
Kansas
$205M +$14.5M +8% 7.1% – 746 35.39% 0.5
Beaton Management Company
5740
Beaton Management Company
Massachusetts
$205M +$12.1M +6% 9.96% 95.9% 141 6.38% 5.7
Parkshore Wealth Management
5741
Parkshore Wealth Management
California
$205M +$32.6M +19% 7.13% – 67 11.94% 0.5
Windle Wealth
5742
Windle Wealth
Oklahoma
$205M +$10.4M +5% 7.15% 73% 33 6.06% 2.2
HighMark Wealth Management
5743
HighMark Wealth Management
Minnesota
$205M +$35.3M +21% 8.19% 110% 644 15.53% 3
Forager Capital Management
5744
Forager Capital Management
Alabama
$205M +$2.4M +1% 2.14% 52.6% 11 0% 2.7
Arbor Trust Wealth Advisors
5745
Arbor Trust Wealth Advisors
Michigan
$204M -$8.76M -4% 7.22% 63.8% 96 13.54% 4.1
CastleKeep Investment Advisors
5746
CastleKeep Investment Advisors
Connecticut
$204M +$9.8M +5% 5.4% – 100 28% 1
Martin Worley Group
5747
Martin Worley Group
Utah
$204M +$29.2M +17% 6.94% – 93 12.9% 0.4
YP
5748
YANKCOM Partnership
South Dakota
$204M +$22.6M +12% 9.64% – 319 12.23% 0.4
JGP Global Gestao de Recursos
5749
JGP Global Gestao de Recursos
Brazil
$204M +$73.6M +56% 39.9% 261% 49 36.73% 1.5
Aflac Inc
5750
Aflac Inc
Georgia
$204M +$67.2M +49% 49.3% 28.8% 3 0% 2.8