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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
CAIM
6101
Catherine Avery Investment Management
Florida
$229M +$5.55M +2% 15% 173 41.04%
PRRFG
6102
Paul R. Ried Financial Group
Washington
$229M +$13.8M +6% 6.75% 47 12.77%
SWIM
6103
Smallwood Wealth Investment Management
New Jersey
$229M +$39.1M +21% 12.7% 67.4% 551 9.07%
PPA
6104
Painted Porch Advisors
California
$229M +$19.3M +9% 9.76% 81 24.69%
AAG
6105
Asset Advisory Group
New Jersey
$229M +$29.5M +15% 13.2% 126 8.73%
TI
6106
tru Independence
Oregon
$229M +$26.5M +13% 11.3% 55.7% 110 9.09%
IAAG
6107
Innovative Asset Advisors Group
Connecticut
$229M +$55.4M +32% 29.4% 1,099 79.34%
WCM
6108
Wildcat Capital Management
New York
$229M +$122M +115% 120% 126% 3 33.33%
DCC
6109
Dow Chemical Company
Michigan
$228M -$10.3M -4% 2.29% 29.4% 6 50%
SPFA
6110
Summit Place Financial Advisors
New Jersey
$228M +$20.1M +10% 11% 95.2% 116 13.79%
BIA
6111
Benchmark Investment Advisors
Illinois
$228M +$56M +33% 56.3% 79 15.19%
MA
6112
Menlo Advisors
California
$228M +$5.34M +2% 8.2% 108% 33 18.18%
ACM
6113
Adalta Capital Management
New York
$228M +$18.7M +9% 16% 80.4% 108 14.81%
MHFA
6114
Mission Hills Financial Advisory
California
$228M +$32.3M +17% 7.52% 89 39.33%
CS
6115
Capital Square
Tennessee
$228M +$10.6M +5% 10.5% 53.1% 252 14.68%
CP
6116
Castleview Partners
Texas
$228M +$32.4M +17% 8.05% 54.5% 251 31.47%
BCM
6117
Beartown Capital Management
Michigan
$227M +$18.8M +9% 63.1% 56 51.79%
TVWM
6118
Tower View Wealth Management
Wisconsin
$227M +$32.6M +17% 26% 132% 220 14.09%
SIAG
6119
Signet Investment Advisory Group
Rhode Island
$227M +$9.06M +4% 6.12% 59.6% 73 5.48%
KWM
6120
KRM Wealth Management
Nevada
$227M +$35.3M +18% 9.98% 47 10.64%
NLWP
6121
Next Level Wealth Planning
Idaho
$227M +$32.5M +17% 17.2% 76 6.58%
FCC
6122
Flower City Capital
New York
$227M +$27.8M +14% 13.4% 60.7% 49 6.12%
WWA
6123
Wingate Wealth Advisors
Massachusetts
$227M +$39.9M +21% 9.86% 132 12.12%
TA
6124
TFB Advisors
Kansas
$227M +$36M +19% 18% 80.4% 199 14.07%
STA
6125
Smith Thornton Advisors
Alabama
$227M +$28.4M +14% 11.4% 146 15.07%