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
5151
Buttonwood Financial Advisors
Maryland
$160M +$30.6M +24% 97
CPW
5152
Catalyst Private Wealth
California
$160M +$14.8M +10% 75
CP
5153
Camelot Portfolios
Ohio
$159M +$16M +11% 201
AFR
5154
Applied Fundamental Research
Massachusetts
$159M +$20.6M +15% 11
RFP
5155
Roth Financial Partners
Texas
$159M +$9.25M +6% 26
BAM
5156
Bellevue Asset Management
Washington
$159M +$12M +8% 498
VLC
5157
Van Leeuwen & Company
New Jersey
$159M +$10.4M +7% 83
PWP
5158
Pursue Wealth Partners
California
$159M +$12.9M +9% 110
CWM
5159
CCG Wealth Management
California
$159M +$8.04M +5% 67
RTL
5160
Red Tortoise LLC
Georgia
$159M +$10.5M +7% 632
ITB
5161
Idaho Trust Bank
Idaho
$159M 74
WMP
5162
Wealth Management Partners
Arizona
$159M +$16M +11% 116
VIP
5163
Viewpoint Investment Partners
Alberta, Canada
$159M +$33.3M +27% 7
AFA
5164
AllGen Financial Advisors
Florida
$159M +$15.6M +11% 35
HWP
5165
Highline Wealth Partners
California
$159M +$12.5M +9% 355
AWM
5166
AAF Wealth Management
Massachusetts
$159M +$8.52M +6% 47
MA
5167
Menlo Advisors
California
$159M +$13.1M +9% 31
IW
5168
Imprint Wealth
South Carolina
$159M +$6.64M +4% 182
SW
5169
StrongBox Wealth
Missouri
$159M +$9.5M +6% 90
FH
5170
FWG Holdings
Florida
$158M +$19.6M +14% 100
BMC
5171
Beaton Management Company
Massachusetts
$158M +$9.87M +7% 132
TCM
5172
Thomist Capital Management
Texas
$158M -$11.3M -7% 35
ACM
5173
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 50
IWA
5174
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 165
KIC
5175
Kensington Investment Counsel
California
$158M +$25.2M +19% 99