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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 Time
Held (Qtrs)
JHWEPV
6551
J. H. Whitney Equity Partners VI
Connecticut
$201M -$126M -39% 0.34% – 1 0% 2
CPP
6552
Capasso Planning Partners
South Carolina
$201M +$15.2M +8% 10.7% 51.6% 86 15.12% 9.5
MSRI
6553
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 63.3% 61 16.39% 7.2
FFG
6554
Fortress Financial Group
Minnesota
$200M +$65.1M +48% 14.7% – 93 21.51% 4.6
SC
6555
Scholtz & Company
Connecticut
$200M +$4.83M +2% 15.8% 89.2% 60 38.33% 9
MCM
6556
McDonough Capital Management
Florida
$200M +$17.2M +9% 12.1% 98.1% 56 17.86% 12.3
TDB
6557
Thompson David Blair
$200M +$25.4M +15% 18.2% – 224 30.36% 2.6
BBFA
6558
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% – 88 26.14% 1.5
DI
6559
Disciplined Investors
Texas
$200M +$32M +19% 16.6% – 158 20.25% 4.4
GWAM
6560
Guardian Wealth Advisors (Minnesota)
Minnesota
$200M +$25.9M +15% 13.4% 57.3% 66 3.03% 16.7
BGA
6561
Battery Global Advisors
Massachusetts
$200M +$13.6M +7% 13.8% – 157 1.91% 6.7
CastleKeep Investment Advisors
6562
CastleKeep Investment Advisors
Connecticut
$200M +$15.2M +8% 7.33% – 76 13.16% 7.6
S
6563
SharpePoint
Arizona
$200M +$31.9M +19% 32% – 94 13.83% 3.3
RCA
6564
Rose Capital Advisors
Florida
$200M – – 13% – 108 – 0
IWAO
6565
Independence Wealth Advisors (Ohio)
Ohio
$199M +$11.7M +6% 10.3% – 96 17.71% 1.7
CTC
6566
Cetera Trust Company
Minnesota
$199M +$22.4M +13% 21.3% – 354 3.39% 9.2
SFC
6567
SEG Family Corp
$199M -$26M -12% 10.6% – 1 0% 4
ASI
6568
All-Stars Investment
Hong Kong
$199M -$6.86M -3% 2.29% 41.7% 11 63.64% 2.7
RWM
6569
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% – 180 17.78% 4.1
PMIA
6570
Patrick Mauro Investment Advisor
Illinois
$199M +$25K +0% 3.11% 31.7% 43 18.6% 12.2
DT
6571
DBA Trading
Florida
$199M -$2.39M -1% 42.7% – 40 5% 1.6
MA
6572
McBroom & Associates
Nevada
$199M +$19.3M +11% 18% 133% 40 17.5% 11.8
V
6573
ViaWealth
Kansas
$199M +$19.1M +11% 14.3% 77.2% 171 9.36% 9.9
PAIA
6574
Park Avenue Institutional Advisers
New York
$199M -$514K -0.3% 0.18% – 5 60% 1
MAMG
6575
Milestone Asset Management Group
Connecticut
$199M +$27.5M +16% 17.3% – 134 6.72% 4.7