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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)
Blodgett Wealth Advisors
6801
Blodgett Wealth Advisors
California
$111M +$12.9M +13% 16.5% 150% 67 11.94% 1.7
BAWM
6802
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 4.95% 51% 42 19.05% 0.2
Investment Partners Asset Management
6803
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 8.94% 86.1% 139 10.07% 0.2
Klein Pavlis & Peasley Financial
6804
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 7.78% 97.4% 82 18.29% 0.2
Sard Wealth Management Group
6805
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 7.67% 51.3% 44 11.36% 0.2
Monetta Financial Services
6806
Monetta Financial Services
Illinois
$111M +$5.74M +5% 16% 275% 58 37.93% 2.7
Finivi Inc
6807
Finivi Inc
Massachusetts
$110M +$8.03M +8% 14.7% 144% 97 20.62% 1.4
FF
6808
Fox Financial
Pennsylvania
$110M +$5.99M +6% 7.7% 78.9% 13 0% 0.3
M3 Advisory Group
6809
M3 Advisory Group
Massachusetts
$110M +$25M +29% 9.91% – 134 24.63% 0.2
Perissos Private Wealth Management
6810
Perissos Private Wealth Management
Oklahoma
$110M – – 10% – 77 – 0
PrairieView Wealth Partners
6811
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 4.93% – 19 21.05% 0.2
GSC
6812
Ground Swell Capital
South Carolina
$110M +$83M +305% 2.17% 71.1% 133 93.98% 0.1
Schrum Private Wealth Management
6813
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 8.1% 60.9% 132 27.27% 1.4
Chiron Capital Management
6814
Chiron Capital Management
Florida
$110M -$4.84M -4% 4.85% – 126 21.43% 1.9
Tenzing Global Management
6815
Tenzing Global Management
California
$110M -$18.5M -14% 12.8% 273% 18 55.56% 1.6
Stage Harbor Financial
6816
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 6.24% 56.4% 45 13.33% 0.2
Concorde Financial
6817
Concorde Financial
Texas
$110M -$36.1M -25% 9.39% 81.3% 41 21.95% 1.4
Alpha Financial Partners
6818
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 7.83% 61.8% 88 25% 0.9
Oxford Wealth Group
6819
Oxford Wealth Group
Florida
$110M – – 15% – 60 – 0
NDWM LLC
6820
NDWM LLC
California
$110M +$5.89M +6% 4.95% 50.3% 33 15.15% 0.2
Sherrill & Hutchins Financial Advisory
6821
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 4.64% 41.6% 10 20% 0.3
Crescent Sterling
6822
Crescent Sterling
Louisiana
$110M +$9.48M +9% 9.86% 68.6% 81 7.41% 1.1
Nightview Capital
6823
Nightview Capital
Texas
$110M -$41.7M -28% 11.8% 170% 21 23.81% 1.4
HC
6824
Hoese & Co
Minnesota
$110M +$7.53M +7% 7.58% 51% 146 6.16% 2.6
Grafton Street Partners
6825
Grafton Street Partners
Florida
$110M +$11M +11% 2.69% – 12 8.33% 0.2