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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)
Lineweaver Wealth Advisors
2951
Lineweaver Wealth Advisors
Ohio
$683M +$49.6M +8% 6.52% 68.4% 174 14.94% 2.6
Unique Wealth
2952
Unique Wealth
Florida
$682M +$62.5M +10% 6.34% 68.5% 190 14.21% 1.3
OCM
2953
Ogborne Capital Management
California
$682M +$279M +69% 11.6% 251% 16 50% 0.7
Eagle Rock Investment Company
2954
Eagle Rock Investment Company
Georgia
$682M +$49.6M +8% 9.01% 121% 170 8.24% 2.5
Tarbox Family Office
2955
Tarbox Family Office
California
$681M +$16.3M +2% 7.52% 66.4% 117 3.42% 7.3
Horizon Wealth Management
2956
Horizon Wealth Management
Illinois
$681M +$112M +20% 8.68% 97.2% 131 20.61% 1.9
Polunin Capital Partners
2957
Polunin Capital Partners
United Kingdom
$680M +$68.1M +11% 37.1% 268% 29 24.14% 1.6
Glenorchy Capital
2958
Glenorchy Capital
Australia
$680M +$9.38M +1% 11.7% – 69 10.14% 1.5
Arlington Financial Advisors
2959
Arlington Financial Advisors
California
$680M +$68.9M +11% 6.13% 67.6% 115 30.43% 2.9
Arkansas Financial Group
2960
Arkansas Financial Group
Arkansas
$679M +$35.5M +6% 4.76% 41.4% 94 15.96% 4.2
Titan Global Capital Management USA
2961
Titan Global Capital Management USA
New York
$679M +$45.3M +7% 17.8% 191% 59 0% 2.5
Capital Investment Counsel (Colorado)
2962
Capital Investment Counsel (Colorado)
Colorado
$679M +$34.7M +5% 5.53% 68.7% 140 11.43% 1.3
Financial Advisory Corporation
2963
Financial Advisory Corporation
Michigan
$679M +$27.3M +4% 4.34% – 56 8.93% 0.6
Yiheng Capital Management
2964
Yiheng Capital Management
California
$678M -$433M -39% 16.9% 82% 29 20.69% 3.4
Two Sigma Securities
2965
Two Sigma Securities
New York
$678M -$133M -16% 7.88% 109% 2,149 71.15% 0.3
Ellenbecker Investment Group
2966
Ellenbecker Investment Group
Wisconsin
$678M +$58.7M +9% 6.45% 56.3% 130 10% 4
Greenhaven Road Investment Management
2967
Greenhaven Road Investment Management
Connecticut
$678M +$386M +132% 3.36% 70.2% 21 28.57% 2.1
Advisors Preferred
2968
Advisors Preferred
Maryland
$677M +$71.1M +12% 8.47% 102% 303 60.4% 0.5
Breakwater Capital Group
2969
Breakwater Capital Group
New Jersey
$677M +$63.7M +10% 6.68% 67.4% 361 8.31% 1.8
Human Investing
2970
Human Investing
Oregon
$677M +$41.9M +7% 5.92% 56.9% 98 9.18% 3.9
Clayton Dubilier & Rice
2971
Clayton Dubilier & Rice
New York
$677M +$319M +89% 72.8% 176% 2 0% 2.3
KPP Advisory Services
2972
KPP Advisory Services
Kentucky
$675M +$69.2M +11% 8.36% 87.9% 340 12.65% 1.2
Kelman-Lazarov Inc
2973
Kelman-Lazarov Inc
Tennessee
$674M +$57.2M +9% 5.98% 46.6% 137 14.6% 4.4
ShawSpring Partners
2974
ShawSpring Partners
Massachusetts
$673M -$120M -15% 9.35% 3.53% 11 9.09% 1.3
Faithward Advisors
2975
Faithward Advisors
Pennsylvania
$673M +$28.1M +4% 10.9% 119% 311 17.04% 2.1