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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)
Tower View Wealth Management
5851
Tower View Wealth Management
Wisconsin
$189M +$6.53M +4% 2.21% 135% 216 19.44% 3.2
LAI
5852
Legal Advantage Investments
California
$189M +$7.24M +4% 6.86% 116% 108 12.96% 2.3
Silver Oak Advisory Group
5853
Silver Oak Advisory Group
Oregon
$189M -$5.91M -3% 2.58% 28.9% 70 10% 2.4
GSI Capital Advisors
5854
GSI Capital Advisors
California
$189M -$10.7M -5% 5.61% 39.7% 34 20.59% 1.8
Dogwood Wealth Management
5855
Dogwood Wealth Management
Kansas
$189M +$15.2M +9% 0.28% – 294 34.69% 0.7
Delphi Financial Group
5856
Delphi Financial Group
Delaware
$189M +$11.9M +7% 5.69% 66.3% 28 39.29% 2
Pacific Wealth Management
5857
Pacific Wealth Management
California
$189M -$26.1M -12% 0.25% 72.8% 21 14.29% 1.9
MRA Advisory Group
5858
MRA Advisory Group
New Jersey
$189M +$5.82M +3% 3.02% 86.8% 140 27.14% 1.9
Lipe & Dalton
5859
Lipe & Dalton
New York
$189M -$9.41M -5% 1.32% 101% 104 11.54% 5.9
FOCUS Wealth Advisors
5860
FOCUS Wealth Advisors
Texas
$189M -$12M -6% 1.33% 68.7% 65 20% 2.2
Forte Asset Management
5861
Forte Asset Management
New York
$188M +$854K +0.5% 1.04% 57.7% 65 10.77% 1.7
Peninsula Asset Management
5862
Peninsula Asset Management
Florida
$188M -$10.1M -5% 2.1% 44.1% 44 2.27% 8.4
WPEP
5863
Walnut Private Equity Partners
Nebraska
$188M +$20.1M +12% 8.77% 48% 16 31.25% 6.1
Threadgill Financial
5864
Threadgill Financial
Texas
$188M +$20M +12% 0.84% 49.3% 50 18% 1.4
Integrated Capital Management (Michigan)
5865
Integrated Capital Management (Michigan)
Michigan
$188M -$805K -0.4% 0.86% – 62 12.9% 0.2
RCS Financial Planning
5866
RCS Financial Planning
Maryland
$188M +$7.87M +4% 2.02% 48.2% 78 14.1% 1.4
First City Capital Management
5867
First City Capital Management
Georgia
$188M -$6.56M -3% 1.4% 86.4% 169 13.02% 6.2
SIA
5868
Schear Investment Advisers
Ohio
$188M +$26.2M +16% 5.34% 241% 90 8.89% 1.6
One68 Global Capital
5869
One68 Global Capital
New York
$188M – – 4.06% – 94 – 0
PC
5870
Panoramic Capital
California
$188M – – 13.5% – 43 – 0
Headwater Capital
5871
Headwater Capital
China
$188M – – 4.28% – 10 – 0
Cascades Capital Asset Management
5872
Cascades Capital Asset Management
North Carolina
$188M +$5.98M +3% 1.2% – 112 15.18% 0.2
Kapstone Financial Advisors
5873
Kapstone Financial Advisors
Ohio
$187M +$22.5M +14% 12.6% 131% 119 13.45% 1.5
Carl Stuart Investment Advisor
5874
Carl Stuart Investment Advisor
Texas
$187M +$9.5M +5% 1.01% 84.4% 20 25% 1.6
Master's Wealth Management
5875
Master's Wealth Management
Pennsylvania
$187M – – 2.71% – 40 – 0