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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)
LJI Wealth Management
3251
LJI Wealth Management
Indiana
$489M +$36.9M +8% 4.87% 68.8% 197 7.11% 1.2
Hartford Financial Management
3252
Hartford Financial Management
Connecticut
$489M +$23M +5% 6.6% 87.9% 409 10.27% 5.9
Land & Buildings Investment Management
3253
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 22.3% 53.9% 24 41.67% 0.9
Columbus Hill Capital Management
3254
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 8.51% 151% 36 38.89% 1.9
Martel Wealth Advisors
3255
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 5.16% 43.4% 54 3.7% 4.2
CFSG
3256
Community Financial Services Group
Vermont
$489M +$24.4M +5% 5.66% – 127 10.24% 3.8
Dechtman Wealth Management
3257
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 6.36% – 66 10.61% 1
Schneider Downs Wealth Management Advisors
3258
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 5.74% 61.5% 145 11.03% 3.3
Essex LLC
3259
Essex LLC
Illinois
$488M +$41M +9% 6.15% 91.4% 175 14.86% 2.1
Jacobson & Schmitt Advisors
3260
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 7.63% 70.3% 75 6.67% 2.9
RA
3261
Resolute Advisors
California
$487M +$99.1M +26% 27.9% 36.7% 73 32.88% 2.1
Arlington Financial Advisors
3262
Arlington Financial Advisors
California
$487M +$30.6M +7% 6.49% 67.6% 72 6.94% 3.5
Iowa State Bank
3263
Iowa State Bank
Iowa
$486M +$33.8M +7% 6.91% 85.7% 112 8.04% 5.9
Cannell Capital
3264
Cannell Capital
Wyoming
$486M +$44.4M +10% 17.1% 127% 62 24.19% 2.3
RV Capital
3265
RV Capital
Switzerland
$485M +$69.2M +17% 15.5% 250% 11 27.27% 2
Scopia Capital Management
3266
Scopia Capital Management
New York
$485M -$191M -28% 6.45% 58.7% 41 36.59% 1.1
Greenup Street Wealth Management
3267
Greenup Street Wealth Management
Michigan
$484M +$59.4M +14% 5.38% 69.8% 95 22.11% 1.5
Atlas Venture Advisors
3268
Atlas Venture Advisors
Massachusetts
$484M +$29.7M +7% 6.99% 34.6% 5 0% 4.8
Stone House Investment Management
3269
Stone House Investment Management
Pennsylvania
$484M +$99.4M +26% 5.18% 57.9% 424 21.7% 1.1
San Luis Wealth Advisors
3270
San Luis Wealth Advisors
California
$484M +$67.8M +16% 5.96% 65% 159 26.42% 0.9
Patton Fund Management
3271
Patton Fund Management
Texas
$484M +$10M +2% 10% 211% 95 35.79% 1.4
5AM Venture Management
3272
5AM Venture Management
California
$484M +$36.9M +8% 17.7% 546% 29 6.9% 1.5
Cypress Wealth Services
3273
Cypress Wealth Services
California
$484M +$34.5M +8% 5.98% 82.7% 301 20.27% 2.3
Bain Capital Credit
3274
Bain Capital Credit
Massachusetts
$484M -$23.3M -5% 2.58% 14.4% 8 12.5% 1.6
Prestige Wealth Management Group
3275
Prestige Wealth Management Group
New Jersey
$484M +$20.5M +4% 5.98% 55.8% 1,060 8.96% 3.8