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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)
Stillwater Private Wealth
7401
Stillwater Private Wealth
Pennsylvania
$153M +$35.3M +30% 9% – 93 26.88% 0.2
Mount Vernon Associates
7402
Mount Vernon Associates
Maryland
$153M +$11.9M +8% 26% 136% 65 12.31% 7.4
Persium Advisors
7403
Persium Advisors
Georgia
$153M +$26.3M +21% 17.4% – 72 20.83% 1.1
Redstone Wealth Management
7404
Redstone Wealth Management
Oklahoma
$153M +$27.7M +22% 29.6% – 44 31.82% 0.5
Brooktree Capital Management
7405
Brooktree Capital Management
Michigan
$153M +$27.1M +21% 25.8% 82.9% 45 4.44% 2.9
Muirfield Wealth Advisors
7406
Muirfield Wealth Advisors
North Carolina
$153M +$17.3M +13% 12.2% – 91 16.48% 1.6
FFG
7407
Floyd Financial Group
Missouri
$153M +$3.16M +2% 13.4% – 70 10% 1.2
Prosperity Bancshares
7408
Prosperity Bancshares
Texas
$153M +$28.3M +23% 14.4% – 468 15.38% 0.4
DiPaolo Financial Group
7409
DiPaolo Financial Group
Florida
$153M +$15.7M +11% 8.95% – 48 8.33% 0.4
ACT Capital Management
7410
ACT Capital Management
Pennsylvania
$153M +$25.8M +20% 24.2% – 76 44.74% 0.8
DKM Wealth Management
7411
DKM Wealth Management
California
$153M +$14.3M +10% 11.7% – 78 5.13% 1.2
Capital Squared Financial
7412
Capital Squared Financial
Maryland
$153M +$22M +17% 15.7% – 90 8.89% 0.9
Goldenstone Wealth Management
7413
Goldenstone Wealth Management
California
$153M +$15.4M +11% 28.1% – 93 22.58% 0.5
Lane Brothers & Co
7414
Lane Brothers & Co
Arizona
$153M +$15.6M +11% 8.58% – 96 14.58% 0.4
Trace Wealth Advisors
7415
Trace Wealth Advisors
California
$153M +$19.4M +15% 13.5% – 72 12.5% 1.2
Allium Financial Advisors
7416
Allium Financial Advisors
Oregon
$153M +$28M +22% 20.2% – 86 15.12% 1.1
State of Wisconsin - Board of Commissioners of Public Lands
7417
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$153M +$842K +0.6% 0.41% 4.78% 6 0% 3.3
Crestwood Capital Management
7418
Crestwood Capital Management
New York
$153M +$7.14M +5% 46.6% 203% 16 6.25% 2.4
DW
7419
Durante & Waters
New York
$153M +$14.5M +10% 10.1% 59.1% 31 0% 2.4
TL
7420
TowerView LLC
New York
$152M -$2.47M -2% 2.5% 17.9% 17 5.88% 5.6
Stoneridge Investment Partners
7421
Stoneridge Investment Partners
Pennsylvania
$152M +$14.2M +10% 21.2% 44.2% 199 62.31% 1.1
HAM
7422
Hedges Asset Management
Nevada
$152M – – 12% – 108 – 3
Madrid Wealth Management
7423
Madrid Wealth Management
New Mexico
$152M +$19.9M +15% 11.9% – 72 5.56% 0.5
Caldwell Investment Management
7424
Caldwell Investment Management
Ontario, Canada
$152M -$103M -40% 3.29% 162% 68 67.65% 1.2
Phoenix Asset Management Partners
7425
Phoenix Asset Management Partners
$152M +$19.6M +15% 8.51% 139% 12 16.67% 2.3