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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)
Silver Oak Wealth Advisors Services
7126
Silver Oak Wealth Advisors Services
California
$167M +$13.1M +8% 9.18% – 42 11.9% 1.2
U.S. Wealth Group
7127
U.S. Wealth Group
New York
$167M +$19.1M +13% 6.73% – 49 20.41% 1.2
Robinson Smith Wealth Advisors
7128
Robinson Smith Wealth Advisors
Maine
$167M +$19.1M +13% 11.1% 62.6% 101 19.8% 1.8
Custos Family Office
7129
Custos Family Office
Texas
$167M +$22.3M +15% 13.8% 57.4% 72 15.28% 2.1
Strong Retirement Solutions
7130
Strong Retirement Solutions
Washington
$167M +$24.1M +17% 18.8% – 89 11.24% 0.5
MFFIA
7131
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$167M -$9.6M -5% 34% 136% 87 10.34% 2.2
AAM
7132
Ackerman Asset Management
Maryland
$167M +$23.3M +16% 14.5% – 38 7.89% 0.9
EWP
7133
Evergreen Wealth Partners
Montana
$167M +$35.7M +27% 8.83% – 97 21.65% 0.4
Orca Wealth Management
7134
Orca Wealth Management
Florida
$167M +$26.1M +19% 34.3% – 86 25.58% 1
Lauer Wealth
7135
Lauer Wealth
Indiana
$167M +$41M +33% 12.7% 89.4% 101 59.41% 0.8
Grand Alliance Asset Management
7136
Grand Alliance Asset Management
Hong Kong
$167M +$1.38M +0.8% 116% – 18 44.44% 0.5
Wright Wealth
7137
Wright Wealth
Georgia
$167M +$17M +11% 9.09% – 54 5.56% 0.5
IR
7138
IAT Reinsurance
New York
$167M -$143M -46% 27.4% 60.2% 80 20% 3.9
Copia Wealth Management
7139
Copia Wealth Management
Oregon
$166M +$21M +14% 11.1% – 583 10.98% 1.2
Keystone Financial Services (Nebraska)
7140
Keystone Financial Services (Nebraska)
Nebraska
$166M +$17.8M +12% 12.1% – 62 8.06% 1.2
Harber Asset Management
7141
Harber Asset Management
North Carolina
$166M +$10M +6% 29.5% 63.6% 50 40% 1
SeaTown Holdings
7142
SeaTown Holdings
Singapore
$166M +$13.7M +9% 35.9% 220% 19 31.58% 1.4
Silvia McColl Wealth Management
7143
Silvia McColl Wealth Management
California
$166M +$14.4M +9% 13.7% 82.7% 124 5.65% 2.7
Lugano Financial Advisors SA (LFA)
7144
Lugano Financial Advisors SA (LFA)
Switzerland
$166M -$32M -16% 8.62% 51.3% 286 26.57% 2.2
Mainstream Capital Management
7145
Mainstream Capital Management
California
$166M +$17M +11% 17.7% – 92 6.52% 1.4
Bitterroot Capital Advisors
7146
Bitterroot Capital Advisors
Montana
$166M +$1.29M +0.8% 8.63% – 62 17.74% 0.5
Kurv Investment Management
7147
Kurv Investment Management
California
$166M -$7.03M -4% 52.3% – 76 48.68% 0.3
Capstone Wealth Management Group (Oregon)
7148
Capstone Wealth Management Group (Oregon)
Oregon
$166M +$3.42M +2% 16.1% – 139 23.02% 1.1
Shum Financial Group
7149
Shum Financial Group
California
$166M +$24.5M +17% 15% – 110 19.09% 1.4
Cottonwood Capital Advisors
7150
Cottonwood Capital Advisors
Utah
$166M +$24.1M +17% 18.6% 79% 90 6.67% 3.7