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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
BFS
6526
Beacon Financial Strategies
North Carolina
$201M +$25M +14% 11.3% 50.4% 213 18.78%
TWCA
6527
Two West Capital Advisors
Kansas
$201M +$12.4M +7% 9.85% 110 20.91%
CBT
6528
CoreFirst Bank & Trust
Kansas
$201M +$12.5M +7% 10.3% 61.4% 292 5.14%
ES
6529
Element Squared
Minnesota
$201M +$23.7M +13% 15.5% 60 48.33%
DAC
6530
Dutch Asset Corp
New York
$201M +$52.2M +35% 37.8% 119 23.53%
VP
6531
Vitruvian Partners
United Kingdom
$201M +$89.1M +80% 38% 64.3% 8 12.5%
MC
6532
Marest Capital
California
$201M +$28M +16% 12% 37 40.54%
PWA
6533
Principia Wealth Advisory
Texas
$201M +$24.3M +14% 9.83% 1,099 7.83%
VWMG
6534
Virginia Wealth Management Group
Virginia
$201M +$14M +7% 4.25% 42.1% 58 10.34%
WFL
6535
Wealth Forward LLC
North Dakota
$201M +$23.6M +13% 10.3% 51 19.61%
GMFG
6536
Greater Midwest Financial Group
Minnesota
$201M +$14.5M +8% 42.7% 70 14.29%
CV
6537
Counterweight Ventures
North Carolina
$201M +$22.4M +13% 19% 81 1.23%
JHWEPV
6538
J. H. Whitney Equity Partners VI
Connecticut
$201M -$126M -39% 0.34% 1 0%
CPP
6539
Capasso Planning Partners
South Carolina
$201M +$15.2M +8% 10.7% 51.6% 86 15.12%
MSRI
6540
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 60.4% 61 16.39%
FFG
6541
Fortress Financial Group
Minnesota
$200M +$65.1M +48% 14.7% 93 21.51%
SC
6542
Scholtz & Company
Connecticut
$200M +$4.83M +2% 15.8% 89.2% 60 38.33%
MCM
6543
McDonough Capital Management
Florida
$200M +$17.2M +9% 12.1% 98.1% 56 17.86%
TDB
6544
Thompson David Blair
$200M +$25.4M +15% 18.2% 224 30.36%
BBFA
6545
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% 88 26.14%
DI
6546
Disciplined Investors
Texas
$200M +$32M +19% 16.6% 158 20.25%
GWAM
6547
Guardian Wealth Advisors (Minnesota)
Minnesota
$200M +$25.9M +15% 13.4% 57.3% 66 3.03%
BGA
6548
Battery Global Advisors
Massachusetts
$200M +$13.6M +7% 13.8% 157 1.91%
CastleKeep Investment Advisors
6549
CastleKeep Investment Advisors
Connecticut
$200M +$15.2M +8% 7.33% 76 13.16%
S
6550
SharpePoint
Arizona
$200M +$31.9M +19% 32% 94 13.83%