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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)
Signature Wealth Management Partners
6201
Signature Wealth Management Partners
New Jersey
$202M +$11.2M +6% 2.87% 97.9% 124 12.1% 3.1
Thryve Wealth Management
6202
Thryve Wealth Management
Texas
$202M – – 0.29% – 94 – 0
4Thought Financial Group
6203
4Thought Financial Group
New York
$202M +$4.12M +2% 0.97% 40.8% 97 16.49% 3.8
Castleview Partners
6204
Castleview Partners
Texas
$202M +$17.7M +10% 1.98% 61.3% 210 22.38% 2.6
Solano Wealth Investment Advisors
6205
Solano Wealth Investment Advisors
California
$202M -$5.52M -3% 2.02% – 36 8.33% 0.9
Pointe Capital Management
6206
Pointe Capital Management
Michigan
$202M -$2.94M -1% 2.24% 62.6% 162 9.88% 5.6
Curry Webb Wealth Management
6207
Curry Webb Wealth Management
Indiana
$202M – – 3.68% – 67 – 0
Chou Associates Management
6208
Chou Associates Management
Ontario, Canada
$202M -$6.19M -3% 6.17% 66.4% 31 9.68% 3.8
CarsonAllaria Wealth Management
6209
CarsonAllaria Wealth Management
Illinois
$202M +$9.21M +5% 1.95% 51.7% 71 8.45% 3.7
Wealth Intelligence
6210
Wealth Intelligence
Georgia
$202M – – 0.59% – 55 – 0
Financial Freedom LLC
6211
Financial Freedom LLC
Ohio
$201M +$729K +0.4% 1.81% 76.9% 365 9.04% 2.6
CC
6212
CF Capital
Massachusetts
$201M +$38.4M +24% 2.71% – 57 31.58% 0.6
Rings Capital Management
6213
Rings Capital Management
Illinois
$201M -$11.8M -6% 1.88% 40.9% 8 25% 3.3
Kapstone Financial Advisors
6214
Kapstone Financial Advisors
Ohio
$201M -$11.1M -5% 1.72% 131% 139 16.55% 2
Decker Retirement Planning
6215
Decker Retirement Planning
Utah
$201M +$19.3M +11% 6.49% – 272 34.93% 0.6
JWM
6216
Johnson Wealth Management
North Dakota
$201M +$19.4M +11% 2.17% – 50 6% 0.2
Starwood Capital Group Management
6217
Starwood Capital Group Management
Florida
$201M +$24.4M +14% 1.6% 16.2% 7 14.29% 1.4
American Financial & Tax Strategies
6218
American Financial & Tax Strategies
New York
$201M +$331K +0.2% 0.83% 46.9% 97 4.12% 1.8
Birchbrook
6219
Birchbrook
Maine
$201M +$7.21M +4% 2.05% 49.1% 308 15.58% 1.6
Landing Point Financial Group
6220
Landing Point Financial Group
Ohio
$201M +$8.72M +5% 2.24% – 91 14.29% 0.8
Fire Capital Management
6221
Fire Capital Management
California
$201M +$26.4M +15% 2.12% – 119 19.33% 0.8
Birch Capital Management
6222
Birch Capital Management
Texas
$200M +$4.52M +2% 5.67% 62% 77 1.3% 4.7
SAM
6223
Stenahm Asset Management
Guernsey
$200M +$26.4M +15% 8.74% – 24 16.67% 1.6
Delphi Financial Group
6224
Delphi Financial Group
Delaware
$200M +$22.5M +13% 1.16% 66.3% 28 17.86% 1.8
Bayshore Capital Advisors
6225
Bayshore Capital Advisors
Florida
$200M – – 17% – 34 – 0