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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)
Smallwood Wealth Investment Management
5601
Smallwood Wealth Investment Management
New Jersey
$111M +$12.6M +13% 4.34% 67.4% 78 26.92% 0.5
Westwood Wealth Management
5602
Westwood Wealth Management
California
$111M +$24.6M +28% 5.52% 425% 45 15.56% 0.6
A.D. Beadell Investment Counsel
5603
A.D. Beadell Investment Counsel
Wisconsin
$111M -$9.12M -8% 6.69% 83.3% 83 26.51% 4.6
6C
5604
6elm Capital
New York
$111M +$53.9M +94% 4.79% – 15 40% 0.3
Sandy Cove Advisors
5605
Sandy Cove Advisors
Massachusetts
$111M +$1.1M +1% 4.53% 78% 80 11.25% 0.7
Silphium Asset Management
5606
Silphium Asset Management
United Kingdom
$111M +$45.2M +69% 24% 128% 54 66.67% 0.3
Walker Asset Management
5607
Walker Asset Management
Missouri
$111M +$154K +0.1% 1.37% 87.6% 92 9.78% 0.7
Unison Asset Management
5608
Unison Asset Management
Florida
$111M +$8.71M +9% 3.86% 81.4% 34 26.47% 1.3
WFA
5609
WMG Financial Advisors
Tennessee
$111M -$4.3M -4% 6.11% 68% 154 16.23% 0.6
SI
5610
Schusterman Interests
Oklahoma
$111M +$16.4M +17% 16.6% 344% 14 28.57% 0.6
WFA of San Diego
5611
WFA of San Diego
California
$111M -$5.79M -5% 3.94% – 438 80.59% 1.7
Arbor Capital Management (Alaska)
5612
Arbor Capital Management (Alaska)
Alaska
$111M +$6.01M +6% 0.36% 62.7% 103 10.68% 0.7
Buttonwood Financial Advisors
5613
Buttonwood Financial Advisors
Maryland
$111M +$64K +0.1% 4.51% 73.4% 73 5.48% 0.6
Riverpark Capital Management
5614
Riverpark Capital Management
New York
$111M -$9.32M -8% 1.23% 152% 34 23.53% 3.7
Northeast Financial Group
5615
Northeast Financial Group
Pennsylvania
$111M -$7.59M -6% 4.81% 31.6% 36 22.22% 1.3
Piedmont Capital Management (Montana)
5616
Piedmont Capital Management (Montana)
Montana
$111M +$13.5M +14% 4.69% 94% 44 22.73% 1.3
LCM
5617
Lynx1 Capital Management
Puerto Rico
$111M -$6.52M -6% 5.46% 883% 12 0% 0.6
Refined Wealth Management
5618
Refined Wealth Management
Utah
$111M -$1M -0.9% 2.31% 99.4% 25 0% 1
Key Client Fiduciary Advisors
5619
Key Client Fiduciary Advisors
New Jersey
$111M +$7.89M +8% 5.48% 107% 119 12.61% 0.7
MFG
5620
MTM Financial Group
Pennsylvania
$111M -$3.47M -3% 3.57% 36.5% 50 8% 0.5
First Bancorp
5621
First Bancorp
Maine
$110M +$4.73M +4% 6.38% 73.8% 112 11.61% 1.2
BC
5622
Bowman & Company
Wisconsin
$110M -$4.22M -4% 4.69% 59.7% 86 19.77% 0.6
Lake Hills Wealth Management
5623
Lake Hills Wealth Management
Texas
$110M -$25M -18% 0% 83.7% 56 98.21% 0
Masterton Capital Management
5624
Masterton Capital Management
New York
$110M +$27M +32% 5.04% 1.94% 25 44% 0.5
Khrom Capital Management
5625
Khrom Capital Management
Florida
$110M +$9.6M +10% 13% 35.6% 16 31.25% 0.8