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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
CS
6101
Capital Square
Tennessee
$228M +$10.6M +5% 10.5% 53.1% 252 14.68%
CP
6102
Castleview Partners
Texas
$228M +$32.4M +17% 8.05% 54.5% 251 31.47%
BCM
6103
Beartown Capital Management
Michigan
$227M +$18.8M +9% 63.1% 56 51.79%
TVWM
6104
Tower View Wealth Management
Wisconsin
$227M +$32.6M +17% 26% 132% 220 14.09%
SIAG
6105
Signet Investment Advisory Group
Rhode Island
$227M +$9.06M +4% 6.12% 59.6% 73 5.48%
KWM
6106
KRM Wealth Management
Nevada
$227M +$35.3M +18% 9.98% 47 10.64%
NLWP
6107
Next Level Wealth Planning
Idaho
$227M +$32.5M +17% 17.2% 76 6.58%
FCC
6108
Flower City Capital
New York
$227M +$27.8M +14% 13.4% 60.7% 49 6.12%
WWA
6109
Wingate Wealth Advisors
Massachusetts
$227M +$39.9M +21% 9.86% 132 12.12%
TA
6110
TFB Advisors
Kansas
$227M +$36M +19% 18% 80.4% 199 14.07%
STA
6111
Smith Thornton Advisors
Alabama
$227M +$28.4M +14% 11.4% 146 15.07%
C
6112
Croban
Ohio
$227M +$14.3M +7% 6.36% 86 20.93%
SCA
6113
Sassicaia Capital Advisers
New York
$227M +$138M +156% 195% 4,519% 57 84.21%
CIG
6114
Cairn Investment Group
Washington
$227M +$25.6M +13% 7.28% 61.3% 66 6.06%
WF
6115
Wallace Foundation
New York
$227M +$30M +15% 14.9% 1 0%
WDC
6116
Woodward Diversified Capital
California
$227M +$6.92M +3% 20.1% 107% 193 12.44%
RCM
6117
Ridgepath Capital Management
Tennessee
$227M +$25.4M +13% 11.6% 61 27.87%
FCM
6118
FirstWave Capital Management
Florida
$227M +$132M +141% 72% 69 69.57%
MBAM
6119
Mink Brook Asset Management
Florida
$227M +$47.3M +26% 32.9% 64 34.38%
OBWA
6120
Oak Barrel Wealth Advisory
Virginia
$226M 17.1% 86
RCM
6121
Robinson Capital Management
Michigan
$226M -$12.5M -5% 4.2% 7.8% 140 44.29%
GHI
6122
Gross & Hartman Investments
Pennsylvania
$226M +$34.1M +18% 8.66% 87 25.29%
BHA
6123
Beech Hill Advisors
New York
$226M +$26.5M +13% 24.3% 105% 99 7.07%
AWM
6124
Ariadne Wealth Management
California
$226M +$3.34M +2% 20.6% 292 28.08%
BA
6125
Baugh & Associates
Georgia
$226M -$5.52M -2% 21.9% 83.8% 44 4.55%