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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)
Finer Wealth Management
6176
Finer Wealth Management
Massachusetts
$199M -$7.28M -4% 1.43% 175% 89 8.99% 2.9
Signature Wealth Management Partners
6177
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 2.05% 97.9% 123 8.13% 3.3
BWM
6178
Bullock Wealth Management
Indiana
$199M -$5.19M -3% 0.35% 101% 658 13.68% 3
Crown Oak Advisors
6179
Crown Oak Advisors
California
$199M -$11.5M -5% 0.76% 53.3% 23 0% 2.1
Flower City Capital
6180
Flower City Capital
New York
$199M +$3.27M +2% 1.69% 69.5% 47 8.51% 2.4
LCM Capital Management
6181
LCM Capital Management
Illinois
$199M -$7.6M -4% 1.56% 128% 116 7.76% 3.6
Strategic Planning Inc
6182
Strategic Planning Inc
Ohio
$199M +$13.7M +7% 4.1% – 62 29.03% 0.7
Prospera Capital Management
6183
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 2.1% – 45 8.89% 0.9
Asset Advisory Group
6184
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 2.04% – 121 4.96% 0.2
Park Avenue Institutional Advisers
6185
Park Avenue Institutional Advisers
New York
$199M +$198M +19,705% 0.5% – 5 40% 0.2
PIM
6186
Pullen Investment Management
Florida
$199M +$9.31M +5% 7.75% – 105 14.29% 1.5
DCM
6187
Dilation Capital Management
New York
$199M -$18.3M -8% 17.6% – 28 60.71% 0.5
William John Sempolinski
6188
William John Sempolinski
Massachusetts
$199M -$4.09M -2% 3.44% – 99 16.16% 0.2
Plotkin Financial Advisors
6189
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 3.56% 95.3% 105 8.57% 3.6
Cape Ann Savings Bank
6190
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 0.57% 72.7% 124 14.52% 4.6
Disciplined Equity Management
6191
Disciplined Equity Management
Florida
$199M +$6M +3% 3.2% 72.3% 65 33.85% 3.2
Patrick Mauro Investment Advisor
6192
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 3.66% 38.7% 43 9.3% 2.9
PS
6193
Pennant Select
New Jersey
$199M +$9.9M +5% 1.23% – 16 25% 1.4
NWMP
6194
Noble Wealth Management PBC
Colorado
$199M -$175K -0.1% 1.74% – 655 20.31% 0.9
Mendel Capital Management
6195
Mendel Capital Management
Arkansas
$199M – – 1.18% – 97 – 3.2
Gray Private Wealth
6196
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 2.89% – 52 9.62% 1.6
Sage Private Wealth Group
6197
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 3.12% 72.3% 99 11.11% 2.4
Niatross Investments
6198
Niatross Investments
$199M +$40.7M +26% 13.1% – 1 0% 0.3
Smith Thornton Advisors
6199
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 0.08% – 133 6.77% 1.5
KilterHowling LLC
6200
KilterHowling LLC
Colorado
$198M +$978K +0.5% 2.72% 51.3% 54 14.81% 3.1