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)
DWM
7351
DKM Wealth Management
California
$116M +$12.9M +12% 8.29% – 59 16.95% 0.4
NC
7352
North Capital
Utah
$116M +$9.95M +9% 7.01% – 640 7.97% 0.2
BCM
7353
BCK Capital Management
Connecticut
$116M -$12.8M -10% 11.7% 161% 98 59.18% 0.8
PGWM
7354
Pitti Group Wealth Management
New York
$116M +$18.4M +19% 10.1% 65.3% 79 8.86% 2.3
BFA
7355
Benningfield Financial Advisors
California
$116M +$11.7M +11% 13.7% – 15 0% 0.5
SAM
7356
Smith Asset Management
Florida
$116M +$9.73M +9% 2.16% – 71 9.86% 0.5
SJGA
7357
Stephen J. Garry & Associates
New York
$116M +$8.78M +8% 9.18% – 48 12.5% 1.2
RWM
7358
Rolek Wealth Management
Pennsylvania
$116M +$19M +20% 14.7% – 16 12.5% 0.4
LWM
7359
Lighthouse Wealth Management
Ohio
$116M +$6.44M +6% 6.29% – 41 7.32% 0.5
PWH
7360
Priebe Wealth Holdings
Minnesota
$115M -$44.9M -28% 9.67% – 81 39.51% 1.1
CIM
7361
Caldwell Investment Management
Ontario, Canada
$115M -$19.4M -14% 11.9% 162% 33 45.45% 1.9
UAML
7362
US Asset Management LLC
Pennsylvania
$115M +$10.6M +10% 14.8% – 127 7.09% 3.2
MM
7363
Morangie Management
Florida
$115M +$12.2M +12% 16.9% – 34 20.59% 0.4
TCGDR
7364
TB Capital Gestao de Recursos
$115M – – 29.8% – 18 – 0
CAG
7365
Centerpoint Advisory Group
Kansas
$115M +$13.6M +13% 12.2% – 104 13.46% 0.4
DOFI
7366
DCVC Opportunity Fund II
California
$115M +$33.8M +41% 81.9% – 2 0% 3.5
MBAM
7367
Mink Brook Asset Management
Florida
$115M +$20.1M +21% 11.1% – 44 38.64% 0.3
JAIC
7368
Josh Arnold Investment Consultant
Minnesota
$115M -$4.96M -4% 8.35% 272% 25 68% 0.7
OFG
7369
Orcam Financial Group
California
$115M +$8.33M +8% 6.08% 40% 53 11.32% 2.2
GIM
7370
Guild Investment Management
California
$115M +$19.9M +21% 12.4% 101% 50 26% 2
MPEM
7371
Marathon Partners Equity Management
New York
$115M +$17.4M +18% 17.2% – 23 43.48% 1.4
SKK
7372
Shepherd Kaplan Krochuk
Massachusetts
$115M -$1.7M -1% 1.78% 38.5% 60 8.33% 3.1
ACM
7373
Arlington Capital Management
Illinois
$115M -$16.9M -13% 18.2% 154% 109 57.8% 0.9
AAA
7374
AG Asset Advisory
California
$115M +$17.6M +18% 19.3% – 22 4.55% 0.5
YEPX
7375
Yorktown Energy Partners XI
New York
$115M +$19.3M +20% 28.2% 105% 3 0% 4.8