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
BFA
4951
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 101
CCM
4952
Consolidated Capital Management
California
$229M +$20M +10% 43
GWP
4953
Gen-Wealth Partners
Michigan
$229M +$22M +11% 735
SM
4954
Sensible Money
Arizona
$229M +$23.8M +12% 87
CPW
4955
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 121
CPM
4956
Crescent Park Management
California
$229M +$27.1M +13% 37
TAM
4957
Tealwood Asset Management
Minnesota
$228M +$62.4M +38% 129
MFC
4958
Mechanics Financial Corp
Ohio
$228M +$33.7M +17% 249
RFS
4959
Retirement Financial Solutions
Tennessee
$228M +$15.9M +7% 41
IAMH
4960
IvyRock Asset Management (HK)
Hong Kong
$228M -$6.5M -3% 26
KC
4961
Kepos Capital
New York
$228M -$29.3M -11% 256
WIP
4962
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 142
OAP
4963
One Advisory Partners
Kansas
$228M +$11M +5% 48
RM
4964
RP Management
New York
$228M +$48.9M +27% 4
XSC
4965
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 173
ACH
4966
Axis Capital Holdings
Bermuda
$228M +$12M +6% 3
PKC
4967
Palmer Knight Company
Florida
$228M +$18.4M +9% 36
WMA
4968
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 223
LFP
4969
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 77
LK
4970
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 82
TF
4971
Theory Financial
Colorado
$227M +$15.3M +7% 71
IGYL
4972
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3
WI
4973
WJ Interests
Texas
$227M +$26M +13% 21
AWMT
4974
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 78
ECA
4975
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 75