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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)
W Advisors LLC
6251
W Advisors LLC
Tennessee
$195M -$3.75M -2% 0.1% 88.7% 149 10.74% 2.8
Crestview Partners III
6252
Crestview Partners III
New York
$195M -$8.52M -4% 0.47% 51.2% 2 0% 3
Lantern Wealth Advisors
6253
Lantern Wealth Advisors
New York
$195M +$6.82M +4% 0.74% – 190 22.63% 1.4
Alethea Capital Management
6254
Alethea Capital Management
Washington
$195M -$11M -5% 6.06% 275% 17 41.18% 2.3
WestCap Management
6255
WestCap Management
California
$195M -$265M -58% 53.9% – 2 0% 0.3
Tower View Wealth Management
6256
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 1.51% 135% 208 17.31% 3.5
Symphony Financial Services
6257
Symphony Financial Services
Ohio
$195M -$271K -0.1% 0.78% – 107 12.15% 1.3
Wynn Capital
6258
Wynn Capital
Georgia
$195M -$11.2M -5% 4.06% 115% 109 1.83% 2.1
Next Level Wealth Planning
6259
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 1.07% – 73 9.59% 0.9
Clayton Financial Group
6260
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 0.7% 69.8% 641 10.61% 0.4
Exit Wealth Advisors
6261
Exit Wealth Advisors
Georgia
$195M +$25.4M +15% 1.36% – 166 45.78% 0.3
Cassia Capital Partners
6262
Cassia Capital Partners
North Carolina
$194M +$9.6M +5% 0.67% 59.9% 67 5.97% 2.8
KIM
6263
Kane Investment Management
California
$194M -$11.7M -6% 1.54% – 107 19.63% 0.9
Treasure Coast Financial Planning
6264
Treasure Coast Financial Planning
Florida
$194M +$6M +3% 0.93% 35.5% 50 12% 2.5
Pettee Investors
6265
Pettee Investors
Connecticut
$194M +$15.9M +9% 0.29% 96.1% 119 10.08% 6.7
17 Capital Partners
6266
17 Capital Partners
Arizona
$194M +$139K +0.1% 3.6% – 183 18.03% 2.1
OEP Capital Advisors
6267
OEP Capital Advisors
New York
$194M +$56.5M +41% 19.5% 23.2% 1 0% 5.3
IFS Advisors
6268
IFS Advisors
Kansas
$194M +$1.57M +0.8% 0.92% 54.2% 220 14.09% 2.5
True Vision MN
6269
True Vision MN
Minnesota
$194M -$2.87M -1% 1.07% – 129 37.98% 1.2
Omni 360 Wealth
6270
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 1.14% 59.9% 131 8.4% 1.8
Evergreen Wealth Management
6271
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 3.27% 68.8% 58 13.79% 2.4
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6272
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 8.01% 133% 146 3.42% 2.8
Sea Cliff Partners Management
6273
Sea Cliff Partners Management
California
$194M -$43.6M -18% 2.07% – 14 14.29% 1.1
Rainwater Charitable Foundation
6274
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 2.7% 44% 4 0% 4.1
VH
6275
VVR Holdings
Washington
$194M +$1.19M +0.6% 2.34% – 45 28.89% 0.2