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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)
Signal Tree Financial Partners
7351
Signal Tree Financial Partners
Ohio
$116M +$16.4M +16% 7.28% – 51 23.53% 0.4
Vista Finance
7352
Vista Finance
Missouri
$116M +$810K +0.7% 5% 50.7% 59 16.95% 0.9
Reyes Financial Architecture
7353
Reyes Financial Architecture
California
$116M -$19.9M -15% 9.16% – 372 36.02% 0.4
DKM Wealth Management
7354
DKM Wealth Management
California
$116M +$12.9M +12% 8.29% – 59 16.95% 0.4
North Capital
7355
North Capital
Utah
$116M +$9.9M +9% 7.01% – 640 7.97% 0.2
BCK Capital Management
7356
BCK Capital Management
Connecticut
$116M -$12.8M -10% 11.7% 161% 98 59.18% 0.8
Pitti Group Wealth Management
7357
Pitti Group Wealth Management
New York
$116M +$18.4M +19% 10.1% 65.3% 79 8.86% 2.3
Benningfield Financial Advisors
7358
Benningfield Financial Advisors
California
$116M +$11.7M +11% 13.7% – 15 0% 0.5
Smith Asset Management
7359
Smith Asset Management
Florida
$116M +$9.7M +9% 2.16% – 71 9.86% 0.5
Stephen J. Garry & Associates
7360
Stephen J. Garry & Associates
New York
$116M +$8.78M +8% 9.18% – 48 12.5% 1.2
Rolek Wealth Management
7361
Rolek Wealth Management
Pennsylvania
$116M +$19M +20% 14.7% – 16 12.5% 0.4
LWM
7362
Lighthouse Wealth Management
Ohio
$116M +$6.44M +6% 6.29% – 41 7.32% 0.5
Priebe Wealth Holdings
7363
Priebe Wealth Holdings
Minnesota
$115M -$44.9M -28% 9.67% – 81 39.51% 1.1
Caldwell Investment Management
7364
Caldwell Investment Management
Ontario, Canada
$115M -$19.4M -14% 11.9% 162% 33 45.45% 1.9
UAML
7365
US Asset Management LLC
Pennsylvania
$115M +$10.6M +10% 14.8% – 127 7.09% 3.2
Morangie Management
7366
Morangie Management
Florida
$115M +$12.2M +12% 16.9% – 34 20.59% 0.4
TB Capital Gestao de Recursos
7367
TB Capital Gestao de Recursos
$115M – – 29.8% – 18 – 0
Centerpoint Advisory Group
7368
Centerpoint Advisory Group
Kansas
$115M +$13.6M +13% 12.2% – 104 13.46% 0.4
DCVC Opportunity Fund II
7369
DCVC Opportunity Fund II
California
$115M +$33.8M +41% 81.9% – 2 0% 3.5
MBAM
7370
Mink Brook Asset Management
Florida
$115M +$20.1M +21% 11.1% – 44 38.64% 0.3
JAIC
7371
Josh Arnold Investment Consultant
Minnesota
$115M -$4.96M -4% 8.35% 272% 25 68% 0.7
Orcam Financial Group
7372
Orcam Financial Group
California
$115M +$8.33M +8% 6.08% 40% 53 11.32% 2.2
Guild Investment Management
7373
Guild Investment Management
California
$115M +$19.9M +21% 12.4% 101% 50 26% 2
MPEM
7374
Marathon Partners Equity Management
New York
$115M +$17.4M +18% 17.2% – 23 43.48% 1.4
Shepherd Kaplan Krochuk
7375
Shepherd Kaplan Krochuk
Massachusetts
$115M -$1.7M -1% 1.78% 38.5% 60 8.33% 3.1