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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)
Peak XV Partners Operations
5751
Peak XV Partners Operations
Mauritius
$204M -$2.27M -1% 5.67% – 3 66.67% 1.5
Evolution Advisers
5752
Evolution Advisers
Virginia
$204M +$14M +7% 7.34% 40.8% 161 4.35% 2.9
MYeCFO
5753
MYeCFO
California
$204M +$14.9M +8% 7.69% 58.5% 61 8.2% 2
VCM
5754
Viewpoint Capital Management
Washington
$204M +$18M +10% 14.2% 127% 145 9.66% 2.9
Centerline Wealth Advisors
5755
Centerline Wealth Advisors
Kentucky
$204M +$36.1M +22% 8.23% – 44 22.73% 0.4
Breach Inlet Capital Management
5756
Breach Inlet Capital Management
South Carolina
$204M +$28.6M +16% 13.2% – 11 27.27% 1.2
PA
5757
PSI Advisors
Florida
$204M -$104M -34% 6.62% 58.2% 774 87.34% 3.5
Significant Wealth Partners
5758
Significant Wealth Partners
Illinois
$204M +$8.43M +4% 2.16% – 103 17.48% 0.8
TFG
5759
Team Financial Group
California
$203M +$30.1M +17% 5.23% 42.4% 252 84.92% 0.2
Aletheian Wealth Advisors
5760
Aletheian Wealth Advisors
Washington
$203M +$25.4M +14% 9.56% – 104 12.5% 2.1
FAI
5761
FAI Advisors, Inc.
Michigan
$203M +$15.5M +8% 11.2% – 167 10.18% 0.5
Elite Financial
5762
Elite Financial
Idaho
$203M +$14.1M +7% 7.02% – 113 53.98% 0.5
Tribune Investment Group
5763
Tribune Investment Group
New York
$203M -$29.8M -13% 20.5% – 46 80.43% 0.1
Cooper/Haims Advisors
5764
Cooper/Haims Advisors
New York
$203M +$18.5M +10% 6.87% 53.1% 89 15.73% 4.1
Advantage Trust Company
5765
Advantage Trust Company
Kansas
$203M +$38M +23% 11.4% 77.6% 208 27.88% 1
Point72 Italy
5766
Point72 Italy
Italy
$203M +$101M +100% 29.9% – 39 64.1% 0.3
JW Asset Management
5767
JW Asset Management
Florida
$203M +$26.3M +15% 16.6% 251% 21 23.81% 1.3
Wheelhouse Advisory Group
5768
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 9.27% 67.9% 41 4.88% 1.3
Aspect Partners
5769
Aspect Partners
Virginia
$203M +$28.2M +16% 7.62% 66.7% 675 19.7% 1.2
Battery Global Advisors
5770
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 11.6% – 143 3.5% 0.8
Alan N. Hoffman Investment Management
5771
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 8.51% 114% 15 13.33% 3.6
Worth Asset Management
5772
Worth Asset Management
Texas
$203M +$19.7M +11% 9.81% 115% 179 42.46% 1.1
Carolina Wealth Advisors
5773
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 4.88% 62% 312 22.44% 2.3
KM Capital Management
5774
KM Capital Management
Texas
$203M +$17.1M +9% 10.2% 60.8% 60 16.67% 1.3
JCFM
5775
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 14.9% 126% 122 13.11% 1.2