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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
IPWA
7251
International Private Wealth Advisors
California
$117M +$12.2M +12% 6.77% 185 29.19%
WSA
7252
Warm Springs Advisors
California
$117M +$17M +17% 29.7% 50 10%
PAM
7253
PCG Asset Management
New Jersey
$116M +$9.44M +9% 7.96% 78 10.26%
WWM
7254
Woodside Wealth Management
Massachusetts
$116M +$8.33M +8% 7.24% 77 1.3%
STFP
7255
Signal Tree Financial Partners
Ohio
$116M +$16.4M +16% 7.28% 51 23.53%
VF
7256
Vista Finance
Missouri
$116M +$810K +0.7% 5% 47% 59 16.95%
RFA
7257
Reyes Financial Architecture
California
$116M -$19.9M -15% 9.16% 372 36.02%
DWM
7258
DKM Wealth Management
California
$116M +$12.9M +12% 8.29% 59 16.95%
NC
7259
North Capital
Utah
$116M +$9.95M +9% 7.01% 640 7.97%
BCM
7260
BCK Capital Management
Connecticut
$116M -$12.8M -10% 11.7% 161% 98 59.18%
PGWM
7261
Pitti Group Wealth Management
New York
$116M +$18.4M +19% 10.1% 62% 79 8.86%
BFA
7262
Benningfield Financial Advisors
California
$116M +$11.7M +11% 13.7% 15 0%
SAM
7263
Smith Asset Management
Florida
$116M +$9.73M +9% 2.16% 71 9.86%
SJGA
7264
Stephen J. Garry & Associates
New York
$116M +$8.78M +8% 9.18% 48 12.5%
RWM
7265
Rolek Wealth Management
Pennsylvania
$116M +$19M +20% 14.7% 16 12.5%
LWM
7266
Lighthouse Wealth Management
Ohio
$116M +$6.44M +6% 6.29% 41 7.32%
PWH
7267
Priebe Wealth Holdings
Minnesota
$115M -$44.9M -28% 9.67% 81 39.51%
CIM
7268
Caldwell Investment Management
Ontario, Canada
$115M -$19.4M -14% 11.9% 178% 33 45.45%
UAML
7269
US Asset Management LLC
Pennsylvania
$115M +$10.6M +10% 14.8% 127 7.09%
MM
7270
Morangie Management
Florida
$115M +$12.2M +12% 16.9% 34 20.59%
TCGDR
7271
TB Capital Gestao de Recursos
$115M 29.8% 18
CAG
7272
Centerpoint Advisory Group
Kansas
$115M +$13.6M +13% 12.2% 104 13.46%
DOFI
7273
DCVC Opportunity Fund II
California
$115M +$33.8M +41% 81.9% 2 0%
MBAM
7274
Mink Brook Asset Management
Florida
$115M +$20.1M +21% 11.1% 44 38.64%
JAIC
7275
Josh Arnold Investment Consultant
Minnesota
$115M -$4.96M -4% 8.35% 121% 25 68%