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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)
Farmers Trust Company
2926
Farmers Trust Company
Ohio
$467M +$13.8M +3% 5.28% 73.5% 166 10.84% 5.9
Elk River Wealth Management
2927
Elk River Wealth Management
Colorado
$467M +$26.5M +6% 8.09% 81.8% 113 8.85% 2
JCP
2928
JB Capital Partners
New York
$467M +$44.9M +11% 17.6% 142% 77 2.6% 2
Covalis Capital
2929
Covalis Capital
United Kingdom
$466M +$110M +31% 1.35% 37.9% 58 72.41% 0.3
EFG Asset Management
2930
EFG Asset Management
Oregon
$466M +$13.7M +3% 13.2% 211% 209 22.97% 1
CFO4Life Group
2931
CFO4Life Group
Texas
$466M +$26M +6% 5.08% 56.7% 187 16.04% 2.8
High Probability Advisors
2932
High Probability Advisors
New York
$466M +$37.9M +9% 3.01% 52.6% 47 8.51% 1.9
Monograph Wealth Advisors
2933
Monograph Wealth Advisors
California
$466M +$39.8M +9% 5.74% 68% 94 9.57% 1.1
RK Capital Management (Colorado)
2934
RK Capital Management (Colorado)
Colorado
$466M +$10.6M +2% 7.93% 89% 50 14% 2.5
Chemung Canal Trust
2935
Chemung Canal Trust
New York
$466M +$30.9M +7% 7.06% 80.9% 123 8.13% 6.5
Fiduciary Alliance
2936
Fiduciary Alliance
South Carolina
$466M +$67.3M +17% 7.5% 104% 1,014 86.29% 0.1
Stockman Wealth Management
2937
Stockman Wealth Management
Montana
$466M +$18.2M +4% 4.62% 73.5% 211 12.32% 4.1
Coerente Capital Management
2938
Coerente Capital Management
Ontario, Canada
$466M +$20.6M +5% 6.16% 40% 37 8.11% 2.1
Eagle Rock Investment Company
2939
Eagle Rock Investment Company
Georgia
$465M +$29.3M +7% 7.44% 121% 132 8.33% 1.2
Concord Wealth Partners
2940
Concord Wealth Partners
Virginia
$464M +$112M +32% 4.37% 66% 1,076 11.71% 0.7
Winslow Asset Management
2941
Winslow Asset Management
Ohio
$464M +$35.9M +8% 12.4% 89.9% 75 8% 6.5
Alera Investment Advisors
2942
Alera Investment Advisors
Illinois
$464M +$29.9M +7% 6.72% 28.9% 180 10% 2.1
HeadInvest LLC
2943
HeadInvest LLC
Maine
$464M +$8.12M +2% 4.46% 59.1% 232 6.47% 5
Tufton Capital Management
2944
Tufton Capital Management
Maryland
$464M +$1.15M +0.2% 3.81% 96.1% 124 7.26% 6.7
Buffington Mohr McNeal
2945
Buffington Mohr McNeal
Idaho
$463M +$26.8M +6% 6.67% 29.3% 129 9.3% 4.8
TF
2946
TimeScale Financial
Massachusetts
$463M +$21.9M +5% 4.3% 31.3% 645 5.89% 2.8
Bernzott Capital Advisors
2947
Bernzott Capital Advisors
California
$463M -$20.8M -4% 4.95% 46.6% 56 19.64% 3.3
Iron Gate Global Advisors
2948
Iron Gate Global Advisors
Utah
$463M +$56.8M +14% 13.8% 106% 97 14.43% 2.8
Force Hill Capital Management
2949
Force Hill Capital Management
New York
$462M +$78.9M +21% 7.7% 46.3% 68 47.06% 0.7
Cyrus J. Lawrence
2950
Cyrus J. Lawrence
New York
$462M +$119M +34% 11.1% – 157 8.28% 1.1