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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)
TSM
5351
Two Star Manager
Florida
$192M +$76.5M +66% 11.9% – 15 26.67% 0.2
Acorn Wealth Advisors
5352
Acorn Wealth Advisors
Michigan
$192M +$22.9M +14% 6.43% 58.8% 203 8.87% 3
Nova R Wealth
5353
Nova R Wealth
Kansas
$192M +$32.8M +21% 7.54% 60.7% 85 30.59% 1.4
Phase 2 Partners
5354
Phase 2 Partners
California
$191M +$1.96M +1% 6.27% 25.1% 36 66.67% 0.3
WFA Asset Management
5355
WFA Asset Management
Wisconsin
$191M +$8.1M +4% 7.88% 60% 267 26.97% 1.6
Castle Wealth Management
5356
Castle Wealth Management
Florida
$191M +$24.5M +15% 6.78% 53.6% 125 12% 1.3
Resolute Capital Asset Partners
5357
Resolute Capital Asset Partners
Colorado
$191M +$37.9M +25% 27.1% 657% 64 71.88% 0.4
Union Savings Bank
5358
Union Savings Bank
Connecticut
$191M +$14.9M +8% 9.52% – 310 6.45% 0.7
CGC Financial Services
5359
CGC Financial Services
Oregon
$191M -$27.2M -12% 5.72% 46% 388 11.08% 0.7
Unison Asset Management
5360
Unison Asset Management
Florida
$191M +$20.6M +12% 16.6% 81.4% 36 11.11% 2.4
Pragma Gestao de Patrimonio
5361
Pragma Gestao de Patrimonio
Brazil
$191M +$13.8M +8% 11.1% 75.2% 23 13.04% 1.6
Catalyst Private Wealth
5362
Catalyst Private Wealth
California
$191M -$22M -10% 3.57% 120% 84 17.86% 2.3
Tieton Capital Management
5363
Tieton Capital Management
Washington
$191M +$13.2M +7% 15% 172% 38 2.63% 4.3
Findell Capital Management
5364
Findell Capital Management
New York
$191M +$31.9M +20% 23.4% – 22 36.36% 0.2
Ironwood Wealth Management (West Virginia)
5365
Ironwood Wealth Management (West Virginia)
West Virginia
$191M +$7.96M +4% 4.95% 38.1% 22 0% 2.6
Lodestone Wealth Management
5366
Lodestone Wealth Management
Washington
$191M +$17.9M +10% 8.81% 87.1% 150 8% 1
Wisconsin Capital Management
5367
Wisconsin Capital Management
Wisconsin
$191M +$22.2M +13% 18.8% 153% 47 6.38% 4.6
VeriStar Capital Management
5368
VeriStar Capital Management
New York
$190M +$38.7M +26% 10.1% 41% 13 30.77% 1.1
San Luis Wealth Advisors
5369
San Luis Wealth Advisors
California
$190M -$46.2M -20% 10.2% 65% 61 27.87% 2.2
Garrison Asset Management
5370
Garrison Asset Management
Arkansas
$190M +$9.08M +5% 9.76% 52.1% 112 7.14% 6
Mitchell & Pahl Private Wealth
5371
Mitchell & Pahl Private Wealth
Oklahoma
$190M +$14.3M +8% 7.25% 82.3% 143 1.4% 3
BOS Asset Management
5372
BOS Asset Management
Illinois
$190M +$44.6M +31% 8.65% 70.3% 178 28.09% 0.9
Greenfield Savings Bank
5373
Greenfield Savings Bank
Massachusetts
$190M +$17.4M +10% 10.3% 108% 150 5.33% 1.4
Birchcreek Wealth Management
5374
Birchcreek Wealth Management
Ohio
$190M +$23M +14% 8.25% 80.7% 160 17.5% 1.8
WA1
5375
Wimmer Associates 1
California
$190M +$12.9M +7% 9.33% 78.9% 113 5.31% 6.1