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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
6126
Smallwood Wealth Investment Management
New Jersey
$229M +$39.1M +21% 12.7% 67.4% 551 9.07% 1.4
Painted Porch Advisors
6127
Painted Porch Advisors
California
$229M +$19.3M +9% 9.76% – 81 24.69% 1.7
Asset Advisory Group
6128
Asset Advisory Group
New Jersey
$229M +$29.5M +15% 13.2% – 126 8.73% 0.5
tru Independence
6129
tru Independence
Oregon
$229M +$26.5M +13% 11.3% 67.4% 110 9.09% 2.9
Innovative Asset Advisors Group
6130
Innovative Asset Advisors Group
Connecticut
$229M +$55.4M +32% 29.4% – 1,099 79.34% 0.2
Wildcat Capital Management
6131
Wildcat Capital Management
New York
$229M +$122M +115% 120% 77.7% 3 33.33% 3
Dow Chemical Company
6132
Dow Chemical Company
Michigan
$228M -$10.3M -4% 2.29% 29.4% 6 50% 2.6
Summit Place Financial Advisors
6133
Summit Place Financial Advisors
New Jersey
$228M +$20.1M +10% 11% 111% 116 13.79% 3.2
Benchmark Investment Advisors
6134
Benchmark Investment Advisors
Illinois
$228M +$56M +33% 56.3% – 79 15.19% 2.9
MA
6135
Menlo Advisors
California
$228M +$5.34M +2% 8.2% 108% 33 18.18% 6.2
Adalta Capital Management
6136
Adalta Capital Management
New York
$228M +$18.7M +9% 16% 80.4% 108 14.81% 4.2
Mission Hills Financial Advisory
6137
Mission Hills Financial Advisory
California
$228M +$32.3M +17% 7.52% – 89 39.33% 0.7
Capital Square
6138
Capital Square
Tennessee
$228M +$10.6M +5% 10.5% 62.5% 252 14.68% 2.3
Castleview Partners
6139
Castleview Partners
Texas
$228M +$32.4M +17% 8.05% 61.3% 251 31.47% 2.4
BCM
6140
Beartown Capital Management
Michigan
$227M +$18.8M +9% 63.1% – 56 51.79% 0.3
Tower View Wealth Management
6141
Tower View Wealth Management
Wisconsin
$227M +$32.6M +17% 26% 135% 220 14.09% 3.6
Signet Investment Advisory Group
6142
Signet Investment Advisory Group
Rhode Island
$227M +$9.06M +4% 6.12% 59.6% 73 5.48% 5.4
KWM
6143
KRM Wealth Management
Nevada
$227M +$35.3M +18% 9.98% – 47 10.64% 0.4
Next Level Wealth Planning
6144
Next Level Wealth Planning
Idaho
$227M +$32.5M +17% 17.2% – 76 6.58% 1.1
Flower City Capital
6145
Flower City Capital
New York
$227M +$27.8M +14% 13.4% 69.5% 49 6.12% 2.5
Wingate Wealth Advisors
6146
Wingate Wealth Advisors
Massachusetts
$227M +$39.9M +21% 9.86% – 132 12.12% 1.1
TFB Advisors
6147
TFB Advisors
Kansas
$227M +$36M +19% 18% 80.4% 199 14.07% 1.9
Smith Thornton Advisors
6148
Smith Thornton Advisors
Alabama
$227M +$28.4M +14% 11.4% – 146 15.07% 1.6
C
6149
Croban
Ohio
$227M +$14.3M +7% 6.36% – 86 20.93% 1.7
SCA
6150
Sassicaia Capital Advisers
New York
$227M +$138M +156% 195% 4,519% 57 84.21% 0.2