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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)
Wealth Advisors of Tampa Bay
4901
Wealth Advisors of Tampa Bay
Florida
$175M +$13.3M +8% 5.61% 86.2% 77 6.49% 3.5
SCF Partners
4902
SCF Partners
Texas
$175M -$123M -41% 35.3% 2.1% 3 0% 5
Towerpoint Wealth
4903
Towerpoint Wealth
California
$175M +$1.36M +0.8% 5.91% 67.7% 90 20% 3.1
Brick & Kyle Associates
4904
Brick & Kyle Associates
Pennsylvania
$175M +$2.71M +2% 8.71% 116% 57 3.51% 5.3
Lipe & Dalton
4905
Lipe & Dalton
New York
$175M +$752K +0.4% 5.39% 101% 105 7.62% 4.8
ARIS
4906
Advanced Research Investment Solutions
California
$175M +$15.5M +10% 5.13% 13.1% 24 12.5% 1.8
Leisure Capital Management
4907
Leisure Capital Management
California
$174M -$19.1M -10% 5.86% 111% 149 12.75% 4.3
Wick Capital Partners
4908
Wick Capital Partners
Pennsylvania
$174M -$3.74M -2% 5.71% 60% 74 35.14% 0.7
Phraction Management
4909
Phraction Management
Connecticut
$174M +$22M +14% 7.23% 106% 47 6.38% 1.1
TPWM
4910
Twelve Points Wealth Management
Massachusetts
$174M +$27.3M +19% 5.08% 56.8% 171 9.36% 1.1
Sittner & Nelson
4911
Sittner & Nelson
Oregon
$174M +$10.7M +7% 8.53% 88.1% 498 8.43% 1.8
Greenhaven Road Investment Management
4912
Greenhaven Road Investment Management
Connecticut
$174M +$19.2M +12% 20.1% 70.2% 39 20.51% 1.4
Benedetti & Gucer
4913
Benedetti & Gucer
Georgia
$174M +$37.6M +28% 8.58% 42.7% 168 50% 0.7
IDG China Venture Capital Fund V Associates
4914
IDG China Venture Capital Fund V Associates
Hong Kong
$174M +$36M +26% 26.1% 7.34% 1 0% 1.3
CWM
4915
Capital Wealth Management
Rhode Island
$174M +$26.3M +18% 5.29% 51.3% 65 53.85% 1.9
CMG
4916
Cavalry Management Group
California
$174M -$73.9M -30% 42.3% 59.6% 35 80% 0.3
Investment Advisory Group
4917
Investment Advisory Group
Massachusetts
$174M +$10.9M +7% 5.63% 61.6% 141 7.09% 1
Wealth Management Solutions
4918
Wealth Management Solutions
Pennsylvania
$174M -$16.6M -9% 2.05% – 99 19.19% 1
Providence First Trust
4919
Providence First Trust
Arizona
$174M +$3.39M +2% 3.39% 68.4% 100 18% 3
BIA
4920
Bigelow Investment Advisors
Maine
$174M +$1.32M +0.8% 5.56% 75.7% 152 23.03% 3.7
UID
4921
Union Investments & Development
Israel
$174M +$3.36M +2% 13.6% 17% 55 21.82% 0.9
Adamsbrown Wealth Consultants
4922
Adamsbrown Wealth Consultants
Kansas
$173M +$8.74M +5% 3.77% 60.6% 83 16.87% 1
Black Diamond Capital Management
4923
Black Diamond Capital Management
Connecticut
$173M +$10.5M +6% 10.5% 28.3% 12 0% 2.6
Pale Fire Capital SE
4924
Pale Fire Capital SE
Czech Republic
$173M +$14.5M +9% 9.62% 223% 18 55.56% 0.1
Independent Family Office
4925
Independent Family Office
New York
$173M +$6.88M +4% 5.88% 68.4% 71 5.63% 2.2