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
IWA
5601
IVC Wealth Advisors
Pennsylvania
$205M +$19.2M +10% 178
IWS
5602
Integrity Wealth Solutions
Colorado
$205M +$20.6M +11% 115
NAG
5603
Northstar Advisory Group
New Jersey
$205M +$51.8M +34% 115
RTL
5604
Red Tortoise LLC
Georgia
$205M +$13.2M +7% 657
THLTP
5605
Thomas H. Lee (THL) Partners
Massachusetts
$205M +$3.38M +2% 1
DWM
5606
Dogwood Wealth Management
Kansas
$205M +$14.5M +8% 746
BMC
5607
Beaton Management Company
Massachusetts
$205M +$12.1M +6% 141
PWM
5608
Parkshore Wealth Management
California
$205M +$32.6M +19% 67
WW
5609
Windle Wealth
Oklahoma
$205M +$10.4M +5% 33
HWM
5610
HighMark Wealth Management
Minnesota
$205M +$35.3M +21% 644
FCM
5611
Forager Capital Management
Alabama
$205M +$2.4M +1% 11
ATWA
5612
Arbor Trust Wealth Advisors
Michigan
$204M -$8.76M -4% 96
CastleKeep Investment Advisors
5613
CastleKeep Investment Advisors
Connecticut
$204M +$9.79M +5% 100
MWG
5614
Martin Worley Group
Utah
$204M +$29.2M +17% 93
YP
5615
YANKCOM Partnership
South Dakota
$204M +$22.6M +12% 319
JGGDR
5616
JGP Global Gestao de Recursos
Brazil
$204M +$73.6M +56% 48
AI
5617
Aflac Inc
Georgia
$204M +$67.2M +49% 3
FCM
5618
Findell Capital Management
New York
$204M -$3.88M -2% 16
PXPO
5619
Peak XV Partners Operations
Mauritius
$204M -$2.27M -1% 3
EA
5620
Evolution Advisers
Virginia
$204M +$14M +7% 162
M
5621
MYeCFO
California
$204M +$14.9M +8% 61
VCM
5622
Viewpoint Capital Management
Washington
$204M +$18M +10% 145
CWA
5623
Centerline Wealth Advisors
Kentucky
$204M +$36.1M +22% 44
BICM
5624
Breach Inlet Capital Management
South Carolina
$204M +$28.6M +16% 11
PA
5625
PSI Advisors
Florida
$204M -$104M -34% 775