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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
AP
6401
Andera Partners
$177M +$309K +0.2% 7.93% 7 28.57%
CTC
6402
Cetera Trust Company
Minnesota
$177M -$10.1M -5% 0.28% 366 6.28%
SRA
6403
Secured Retirement Advisors
Minnesota
$177M -$2.38M -1% 2.5% 147 26.53%
LHP
6404
Lexington Hill Partners
Texas
$177M +$43.6M +33% 0.61% 80 18.75%
PFP
6405
Paragon Financial Partners
California
$177M +$14.1M +9% 3.63% 90.6% 78 3.85%
XWL
6406
XXI Wealth LLC
Illinois
$177M +$12M +7% 1.6% 221 24.89%
SLFPAM
6407
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 3.92% 136% 52 53.85%
MFFIA
6408
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$176M +$17.1M +11% 15.5% 136% 81 2.47%
RAS
6409
RPS Advisory Solutions
Kentucky
$176M -$35.6M -17% 1.17% 147 35.37%
S
6410
Steadtrust
Texas
$176M +$13.9M +9% 13.2% 131 13.74%
CWP
6411
Cornerstone Wealth Partners
Michigan
$176M +$32.2M +22% 4.59% 21 28.57%
BFS
6412
Beacon Financial Strategies
North Carolina
$176M -$2.96M -2% 0.75% 50.4% 184 4.35%
NA
6413
NVP Associates
California
$176M -$79M -31% 15.5% 953% 6 16.67%
AA
6414
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 0.01% 30.2% 21 4.76%
FF
6415
Farrow Financial
Vermont
$176M +$2.04M +1% 0.26% 54 3.7%
USPCM
6416
Union Square Park Capital Management
New York
$176M -$31.9M -15% 4.5% 47.3% 79 64.56%
4WM
6417
4J Wealth Management
Virginia
$176M +$1.24M +0.7% 2.33% 68.2% 106 12.26%
DAM
6418
Draper Asset Management
New York
$176M -$14M -7% 8% 153% 27 29.63%
LWM
6419
Lifetime Wealth Management
Texas
$176M +$16.6M +10% 13.9% 91 7.69%
TFCM
6420
Taylor Frigon Capital Management
Arizona
$176M -$21.8M -11% 4.62% 131% 96 6.25%
NWM
6421
Nolet Wealth Management
Texas
$176M -$3.64M -2% 2.61% 102 20.59%
BAM
6422
Boyar Asset Management
New York
$176M +$18M +11% 2.42% 58.4% 82 13.41%
BC
6423
Birchview Capital
Vermont
$176M +$4.87M +3% 10.1% 233% 85 34.12%
TIM
6424
Tevis Investment Management
Texas
$176M +$9.5M +6% 2.45% 58.7% 125 36%
FPW
6425
Flywheel Private Wealth
California
$176M +$15.4M +10% 3.99% 108 25.93%