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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)
BigSur Wealth Management
4901
BigSur Wealth Management
Florida
$210M +$11.7M +6% 10.2% 94.8% 123 13.01% 3.9
Grey Street Capital
4902
Grey Street Capital
Illinois
$210M +$35.5M +20% 16.3% – 144 14.58% 0.6
Fi3 Financial Advisors
4903
Fi3 Financial Advisors
Indiana
$210M +$23.9M +13% 11.5% 83.1% 79 13.92% 1.6
SC
4904
Schulhoff & Co
Ohio
$210M +$12M +6% 6.69% 51.8% 122 4.1% 7.3
SWMG LLC
4905
SWMG LLC
Texas
$210M +$19.3M +10% 10% 68.7% 108 22.22% 1.4
TriaGen Wealth Management
4906
TriaGen Wealth Management
California
$210M +$13.8M +7% 11.6% 132% 177 24.29% 1.8
Brooklyn Investment Group
4907
Brooklyn Investment Group
New York
$210M – – 13% – 219 – 0
Prevail Innovative Wealth Advisors
4908
Prevail Innovative Wealth Advisors
Kansas
$210M +$16.9M +9% 5.91% 31.3% 164 45.73% 0.2
SA
4909
Skyline Advisors
Washington
$210M – – 9.75% 52% 80 – 0
Core Wealth Management
4910
Core Wealth Management
Florida
$209M +$16.1M +8% 9.07% 44.5% 22 13.64% 0.8
Tealwood Asset Management
4911
Tealwood Asset Management
Minnesota
$209M +$14.8M +8% 12.1% 128% 132 7.58% 3.5
CCM
4912
Cutter Capital Management
New York
$209M – – 14.4% – 23 – 0
MAM
4913
Mystic Asset Management
Rhode Island
$209M +$31.1M +18% 13% 114% 163 13.5% 1.6
Intrepid Financial Planning Group
4914
Intrepid Financial Planning Group
Indiana
$209M +$16.1M +8% 12.2% 92.5% 126 7.94% 1.2
Dorval Corp
4915
Dorval Corp
Minnesota
$209M – – 6.9% 29.6% 26 – 0
Bullseye Asset Management
4916
Bullseye Asset Management
Colorado
$209M +$29.5M +16% 17.3% 81% 73 4.11% 3
Compass Advisory Group
4917
Compass Advisory Group
New York
$209M +$18M +9% 10.1% 49.2% 74 12.16% 1.9
Socha Financial Group
4918
Socha Financial Group
New York
$208M +$20.4M +11% 10.8% 88.4% 31 12.9% 1.1
Eclectic Associates
4919
Eclectic Associates
California
$208M +$11.8M +6% 8.79% 53.8% 89 12.36% 2.1
Carmel Capital Management
4920
Carmel Capital Management
California
$208M +$31.7M +18% 17.6% 247% 33 9.09% 1.8
Accretive Wealth Partners
4921
Accretive Wealth Partners
New Jersey
$208M +$40.4M +24% 11.5% 64.4% 134 14.18% 2.1
Mendel Money Management
4922
Mendel Money Management
Illinois
$208M +$21.6M +12% 11.1% 88.8% 130 6.92% 3.4
Enzi Wealth
4923
Enzi Wealth
Texas
$208M +$19.6M +10% 9.47% 77% 60 20% 0.9
Arohi Asset Management
4924
Arohi Asset Management
Singapore
$208M – – 6.87% – 2 – 0
Soundwatch Capital
4925
Soundwatch Capital
Connecticut
$208M -$256M -55% 11.3% 79.6% 36 30.56% 0.9