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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)
Investment Partners Asset Management
6901
Investment Partners Asset Management
New Jersey
$180M +$17.9M +11% 14.6% 86.1% 177 10.17% 1.9
Haveli Investment Management
6902
Haveli Investment Management
Texas
$180M +$161M +875% 19.1% – 4 75% 0.1
Stillwater Wealth Management Group
6903
Stillwater Wealth Management Group
Florida
$180M $0 0% 10.3% – 73 0% 1.2
URS Advisory
6904
URS Advisory
Florida
$180M +$42.9M +31% 16.9% – 61 16.39% 0.4
Cox Capital Management
6905
Cox Capital Management
Massachusetts
$180M +$29.1M +19% 22.4% 106% 83 14.46% 2.8
Watchtower Advisors
6906
Watchtower Advisors
Connecticut
$180M +$38.6M +27% 46.6% 384% 14 35.71% 0.6
IMG Wealth Management
6907
IMG Wealth Management
Florida
$180M +$22.6M +14% 11.6% – 632 23.1% 0.9
BRWM
6908
Blue Rock Wealth Management
North Carolina
$179M +$22.3M +14% 16.5% – 119 19.33% 1.1
Gould Capital
6909
Gould Capital
Washington
$179M +$14.2M +9% 9.58% 60.1% 221 9.5% 3
Guerra Pan Advisors
6910
Guerra Pan Advisors
New Jersey
$179M +$17.5M +11% 26.2% 149% 128 13.28% 3.1
Braun-Bostich & Associates
6911
Braun-Bostich & Associates
Pennsylvania
$179M +$19.5M +12% 12.1% 64.5% 142 16.2% 2.1
Sanchez Gaunt Capital Management
6912
Sanchez Gaunt Capital Management
Nevada
$179M +$18.9M +12% 15.3% – 201 14.43% 0.2
Vista Finance
6913
Vista Finance
Missouri
$179M +$53M +42% 7.18% 50.7% 80 45% 1
Langdon Equity Partners
6914
Langdon Equity Partners
$179M +$45.3M +34% 10.7% – 13 46.15% 0.4
Thryve Wealth Management
6915
Thryve Wealth Management
Texas
$179M +$29.2M +20% 19.7% – 47 27.66% 0.4
Rareview Capital
6916
Rareview Capital
Nevada
$179M +$8.27M +5% 9.09% – 55 12.73% 1.2
Immersion
6917
Immersion
Florida
$179M +$34M +24% 36.3% – 10 40% 1
DecisionMap Wealth Management
6918
DecisionMap Wealth Management
Virginia
$179M +$24.1M +16% 13% – 150 17.33% 1.1
KSCM
6919
Kamunting Street Capital Management
Florida
$179M -$4.41M -2% 5.4% 7.47% 32 34.38% 1.2
PWP
6920
Pursue Wealth Partners
California
$179M +$11.2M +7% 22.8% 108% 114 31.58% 2.4
Rolek Wealth Management
6921
Rolek Wealth Management
Pennsylvania
$179M +$39.2M +28% 20.6% – 23 4.35% 1
Reyes Financial Architecture
6922
Reyes Financial Architecture
California
$179M +$56.2M +46% 11.8% – 380 25% 1
Salvus Wealth Management
6923
Salvus Wealth Management
New Jersey
$178M +$6.52M +4% 20.1% 108% 134 12.69% 3.2
CIG
6924
Cascade Investment Group
Colorado
$178M +$26.4M +17% 17.6% 93.2% 164 15.24% 2.3
Gallacher Capital Management
6925
Gallacher Capital Management
Colorado
$178M -$82.5M -32% 15.4% 70.7% 364 46.15% 1.8