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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)
Magnolia Wealth Management
6426
Magnolia Wealth Management
Alabama
$141M +$8.2M +6% 6.05% 48.7% 13 15.38% 1.9
Hein Park Capital Management
6427
Hein Park Capital Management
New York
$141M +$12.7M +10% 15.5% 122% 3 0% 1.5
Schubert & Co
6428
Schubert & Co
Texas
$141M +$23.2M +20% 14% 47.3% 67 53.73% 1.1
Tenzing Global Management
6429
Tenzing Global Management
California
$141M -$15.7M -10% 12.7% 273% 24 45.83% 0.9
MGO Private Wealth
6430
MGO Private Wealth
California
$140M -$18.7M -12% 4.74% 51.5% 84 30.95% 1.6
Martin Capital Advisors
6431
Martin Capital Advisors
Texas
$140M +$7.04M +5% 6.24% 140% 67 1.49% 2.4
Benchmark Investment Advisors
6432
Benchmark Investment Advisors
Illinois
$140M +$2.23M +2% 2.54% – 93 11.83% 1.9
Alpha Financial Partners
6433
Alpha Financial Partners
Kentucky
$140M +$24.7M +21% 4.92% 61.8% 159 86.16% 0.3
Ehrlich Financial Group
6434
Ehrlich Financial Group
California
$140M +$13.5M +11% 4.92% 56.2% 128 37.5% 0.5
Smallwood Wealth Investment Management
6435
Smallwood Wealth Investment Management
New Jersey
$140M +$10.7M +8% 6.93% 67.4% 74 14.86% 2
SFI Advisors
6436
SFI Advisors
New Jersey
$140M +$10.3M +8% 6.8% 82.9% 88 28.41% 1.7
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 4.74% 136% 73 12.33% 1.5
Horizon Family Wealth
6438
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 5.62% 68.6% 84 15.48% 1.6
Future Financial Wealth Management
6439
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 5.71% 65.2% 470 73.83% 0.6
Kellett Wealth Advisors
6440
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 5.45% 76.3% 77 19.48% 1.6
Cascade Wealth Advisors
6441
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 4.15% – 52 7.69% 0.5
SFC
6442
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 7.46% 64.1% 71 5.63% 0.6
Sanctuary Wealth Management
6443
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 4.86% – 292 17.12% 1.5
Orser Capital Management
6444
Orser Capital Management
Texas
$140M +$6.93M +5% 5.89% 128% 41 2.44% 4.8
Castle Creek Capital Partners VI
6445
Castle Creek Capital Partners VI
California
$140M +$19M +16% 31.3% – 4 25% 0.8
Schwallier Wealth Management
6446
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 5.11% – 36 25% 0.6
AIFAIM
6447
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 6% 72.8% 146 13.01% 2.7
Lansing Management
6448
Lansing Management
New York
$140M +$38.8M +38% 12.5% 76.9% 7 28.57% 2.8
RiverGlades Family Offices
6449
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 6.07% – 86 11.63% 3.8
RPS Advisory Solutions
6450
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 6.05% – 98 23.47% 0.2