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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 Holding
Period (Yrs)
Tower View Wealth Management
4801
Tower View Wealth Management
Wisconsin
$180M -$17.2M -9% 0.65% 135% 254 41.73% 1.6
TCM
4802
TORQ Capital Management
Hong Kong
$180M +$4.34M +2% 2.63% – 13 76.92% 0.1
ACON Equity Management
4803
ACON Equity Management
District of Columbia
$180M -$38.6M -18% 14.4% 32.1% 1 0% 3.8
SWMG
4804
Signature Wealth Management Group
Georgia
$180M +$352K +0.2% 1.21% – 78 6.41% 2.3
BCGM Wealth Management
4805
BCGM Wealth Management
Indiana
$180M +$10.9M +6% 0.19% 54.9% 102 5.88% 0.7
Heron Financial Group
4806
Heron Financial Group
New York
$180M +$4.46M +3% 0.99% 47.5% 149 6.71% 1.4
San Luis Wealth Advisors
4807
San Luis Wealth Advisors
California
$180M – – 0.52% 65% 154 – 0.5
Rho Capital Partners
4808
Rho Capital Partners
New York
$179M -$913M -84% 19.9% – 7 28.57% 3.2
Emerson Wealth
4809
Emerson Wealth
Michigan
$179M -$2.16M -1% 1.14% 18.1% 44 15.91% 1.5
ECM
4810
EMC Capital Management
Texas
$179M +$3.03M +2% 2.43% – 137 18.25% 0.6
Curated Wealth Partners
4811
Curated Wealth Partners
California
$179M -$4.54M -2% 1.57% 39.9% 151 7.28% 0.7
Howard Wealth Management
4812
Howard Wealth Management
Connecticut
$179M -$2.9M -2% 0.81% 69.9% 130 3.85% 1.5
GWM
4813
Gray Wealth Management
Maine
$179M +$5.17M +3% 0.42% 22.1% 123 5.69% 1.2
Stamos Capital Partners
4814
Stamos Capital Partners
California
$179M -$10.9M -6% 0.37% 36.7% 47 12.77% 1.4
Deane Retirement Strategies
4815
Deane Retirement Strategies
Louisiana
$179M -$3.07M -2% 2.04% 73.4% 62 19.35% 2.3
BOCM
4816
Bontempo Ohly Capital Management
Maryland
$179M -$5.51M -3% 1.84% 49.6% 32 0% 3.4
Harborview Advisors
4817
Harborview Advisors
Maine
$179M -$88K -0% 1.77% 27.1% 107 5.61% 2.3
Innealta Capital
4818
Innealta Capital
Texas
$179M -$18M -9% 2.1% 63.7% 62 16.13% 1.2
Eagle Bay Advisors
4819
Eagle Bay Advisors
New York
$178M +$54M +43% 1.81% 85% 1,212 26.24% 0.2
Avalon Capital Management
4820
Avalon Capital Management
California
$178M +$59.7M +50% 0.59% 151% 57 64.91% 1.2
StrongBox Wealth
4821
StrongBox Wealth
Missouri
$178M +$3.76M +2% 0.55% 57.8% 104 10.58% 1.1
First National Bank of Hutchinson
4822
First National Bank of Hutchinson
Kansas
$178M -$15M -8% 0.21% 121% 135 17.04% 2.9
Monterey Private Wealth
4823
Monterey Private Wealth
California
$178M +$3.92M +2% 0.25% 29.8% 102 7.84% 1.3
Axel Capital Management
4824
Axel Capital Management
New York
$178M +$2.27M +1% 0.57% 194% 39 33.33% 0.7
NewGen Asset Management
4825
NewGen Asset Management
Ontario, Canada
$178M -$86.8M -33% 0.59% 402% 61 73.77% 0.3