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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
CWP
6551
Cornerstone Wealth Partners
Michigan
$176M +$32.2M +22% 4.59% 21 28.57%
BFS
6552
Beacon Financial Strategies
North Carolina
$176M -$2.96M -2% 0.75% 50.4% 184 4.35%
NA
6553
NVP Associates
California
$176M -$79M -31% 15.5% 953% 6 16.67%
AA
6554
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 0.01% 30.2% 21 4.76%
FF
6555
Farrow Financial
Vermont
$176M +$2.04M +1% 0.26% 54 3.7%
USPCM
6556
Union Square Park Capital Management
New York
$176M -$31.9M -15% 4.5% 75.8% 79 64.56%
4WM
6557
4J Wealth Management
Virginia
$176M +$1.24M +0.7% 2.33% 68.2% 106 12.26%
AF
6558
Align Financial
Minnesota
$176M +$3.52M +2% 0.97% 397 8.06%
DAM
6559
Draper Asset Management
New York
$176M -$14M -7% 8% 153% 27 29.63%
LWM
6560
Lifetime Wealth Management
Texas
$176M +$16.6M +10% 13.9% 91 7.69%
TFCM
6561
Taylor Frigon Capital Management
Arizona
$176M -$21.8M -11% 4.62% 131% 96 6.25%
NWM
6562
Nolet Wealth Management
Texas
$176M -$3.64M -2% 2.61% 102 20.59%
BAM
6563
Boyar Asset Management
New York
$176M +$18M +11% 2.42% 75.5% 82 13.41%
BC
6564
Birchview Capital
Vermont
$176M +$4.87M +3% 10.1% 327% 85 34.12%
RWA
6565
Resolute Wealth Advisor
Ohio
$176M 1.97% 78
TIM
6566
Tevis Investment Management
Texas
$176M +$9.5M +6% 2.45% 58.7% 125 36%
FPW
6567
Flywheel Private Wealth
California
$176M +$15.4M +10% 3.99% 108 25.93%
IIM
6568
InTrack Investment Management
Vermont
$175M -$3.3M -2% 1.1% 84.9% 117 15.38%
PFA
6569
Providence Financial Advisors
Kansas
$175M +$75.2M +75% 0.18% 63 22.22%
SWA
6570
Sterling Wealth Advisors
Florida
$175M +$9.68M +6% 0.95% 20 0%
TMWM
6571
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 2.24% 75.5% 83 8.43%
OA
6572
Oceanside Advisors
South Carolina
$175M +$10.3M +6% 2.06% 53 5.66%
HI
6573
Humankind Investments
New York
$175M -$47.9M -21% 4.71% 62.5% 28 64.29%
MWM
6574
Momentous Wealth Management
Washington
$175M -$1.37M -0.8% 0.43% 48 18.75%
BCVI
6575
Bain Capital Venture Investors
Massachusetts
$175M -$79.8M -31% 32.1% 34.2% 4 25%