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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)
BWM
5526
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% – 85 17.65% 1.4
HSWM
5527
Hubbell Strickland Wealth Management
Louisiana
$277M +$26.2M +10% 10.4% 56.8% 88 6.82% 4.4
VAF
5528
Values Added Financial
District of Columbia
$277M +$39.2M +17% 13.6% 58.3% 151 13.91% 2
GCM
5529
Gables Capital Management
Florida
$277M +$40.9M +17% 23% 151% 516 10.27% 4.5
AWG
5530
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 68.6% 161 14.29% 3
EAM
5531
Exane Asset Management
France
$277M -$213M -43% 20.2% 77.5% 40 50% 0.6
MAWAG
5532
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 12.3% 77 42.86% 1.4
TWM
5533
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% – 36 13.89% 1.3
WR
5534
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 170% 78 12.82% 3
BIA
5535
Bigelow Investment Advisors
Maine
$276M +$26.4M +11% 14.2% 75.7% 163 9.82% 5.1
DCM
5536
Dean Capital Management
Kansas
$276M +$34.7M +14% 17.8% 89.7% 125 21.6% 1.7
CP
5537
Creekside Partners
California
$276M +$33.3M +14% 13.3% – 197 9.14% 1.7
KG
5538
Kilter Group
New York
$276M +$44M +19% 17.8% – 1,743 19.45% 0.7
W
5539
WealthCollab
Washington
$276M +$33.2M +14% 10% – 1,067 17.62% 1.8
TIA
5540
Tiemann Investment Advisors
California
$276M +$21.1M +8% 15.5% 77% 217 10.6% 6.8
MAWCM
5541
Mine & Arao Wealth Creation & Management
California
$276M +$37.6M +16% 17.5% 92% 80 8.75% 5.4
MAG
5542
MRA Advisory Group
New Jersey
$276M +$30.6M +12% 17.1% 86.8% 181 33.7% 2.1
ICP
5543
Islander Capital Partners
California
$276M -$32.2M -10% 19.5% – 19 42.11% 0.4
WAP
5544
Wealth Analytics Partners
California
$276M +$29.7M +12% 11.9% – 50 8% 0.5
GWS
5545
Greykasell Wealth Strategies
California
$275M +$27.4M +11% 18% – 570 15.79% 1
DWM
5546
Dopkins Wealth Management
New York
$275M +$26.3M +11% 11.7% 64.4% 95 8.42% 2.2
VWA
5547
Valued Wealth Advisors
Utah
$275M +$28.4M +12% 10.9% – 936 22.76% 1.5
UWS
5548
Unique Wealth Strategies
Illinois
$275M +$28.6M +12% 18.7% 96.9% 276 41.3% 1.1
SCM
5549
Spreng Capital Management
Ohio
$275M +$62.9M +30% 13.9% 72.5% 79 18.99% 4.4
TSMHT
5550
Thurston Springer Miller Herd & Titak
Indiana
$275M +$32.8M +14% 18% – 1,452 23.83% 1