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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
CA
5726
Cresta Advisors
Texas
$205M +$12.2M +6% 7.65% 59.1% 48 4.17%
IFA
5727
Interactive Financial Advisors
Illinois
$205M +$15.8M +8% 6.93% 47.6% 87 3.45%
IWA
5728
IVC Wealth Advisors
Pennsylvania
$205M +$19.2M +10% 7.47% 70.8% 178 11.24%
IWS
5729
Integrity Wealth Solutions
Colorado
$205M +$20.6M +11% 10% 115 10.43%
NAG
5730
Northstar Advisory Group
New Jersey
$205M +$51.8M +34% 18.5% 141% 115 31.3%
THLTP
5731
Thomas H. Lee (THL) Partners
Massachusetts
$205M +$3.38M +2% 1.68% 37.2% 1 0%
DWM
5732
Dogwood Wealth Management
Kansas
$205M +$14.5M +8% 7.1% 746 35.39%
BMC
5733
Beaton Management Company
Massachusetts
$205M +$12.1M +6% 9.96% 95.9% 141 6.38%
PWM
5734
Parkshore Wealth Management
California
$205M +$32.6M +19% 7.13% 67 11.94%
WW
5735
Windle Wealth
Oklahoma
$205M +$10.4M +5% 7.15% 73% 33 6.06%
HWM
5736
HighMark Wealth Management
Minnesota
$205M +$35.3M +21% 8.19% 110% 644 15.53%
FCM
5737
Forager Capital Management
Alabama
$205M +$2.4M +1% 2.14% 52.6% 11 0%
ATWA
5738
Arbor Trust Wealth Advisors
Michigan
$204M -$8.76M -4% 7.22% 63.8% 96 13.54%
CastleKeep Investment Advisors
5739
CastleKeep Investment Advisors
Connecticut
$204M +$9.79M +5% 5.4% 100 28%
MWG
5740
Martin Worley Group
Utah
$204M +$29.2M +17% 6.94% 93 12.9%
YP
5741
YANKCOM Partnership
South Dakota
$204M +$22.6M +12% 9.64% 319 12.23%
JGGDR
5742
JGP Global Gestao de Recursos
Brazil
$204M +$73.6M +56% 39.9% 206% 49 36.73%
AI
5743
Aflac Inc
Georgia
$204M +$67.2M +49% 49.3% 28.8% 3 0%
PXPO
5744
Peak XV Partners Operations
Mauritius
$204M -$2.27M -1% 5.67% 3 66.67%
EA
5745
Evolution Advisers
Virginia
$204M +$14M +7% 7.34% 40.8% 161 4.35%
M
5746
MYeCFO
California
$204M +$14.9M +8% 7.69% 53.3% 61 8.2%
VCM
5747
Viewpoint Capital Management
Washington
$204M +$18M +10% 14.2% 120% 145 9.66%
CWA
5748
Centerline Wealth Advisors
Kentucky
$204M +$36.1M +22% 8.23% 44 22.73%
BICM
5749
Breach Inlet Capital Management
South Carolina
$204M +$28.6M +16% 13.2% 11 27.27%
PA
5750
PSI Advisors
Florida
$204M -$104M -34% 6.62% 58.2% 774 87.47%