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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
FA
3301
Fiducient Advisors
Illinois
$340M +$129M +61% 6.71% 52.3% 180 70.56%
WCMN
3302
Westchester Capital Management (Nebraska)
Nebraska
$340M +$29.8M +10% 13.1% 107% 50 6%
KI
3303
Kula Investments
Illinois
$340M 6.57% 562
IWP
3304
IAG Wealth Partners
Wisconsin
$339M +$38.4M +13% 9.16% 47.3% 494 21.26%
BCM
3305
Barometer Capital Management
Ontario, Canada
$339M +$96.5M +40% 17.3% 336% 149 75.17%
AFIA
3306
America First Investment Advisors
Nebraska
$339M +$51.8M +18% 8.97% 78.2% 96 16.67%
PVH
3307
Psagot Value Holdings
Israel
$339M -$15.2M -4% 7.17% 45.9% 398 26.38%
HIM
3308
HughesLittle Investment Management
$339M +$16.2M +5% 6.02% 106% 16 6.25%
MPAM
3309
Monarch Partners Asset Management
Massachusetts
$339M +$5.75M +2% 14% 136% 165 37.58%
EIG
3310
Ellenbecker Investment Group
Wisconsin
$338M +$22.9M +7% 6.79% 56.3% 86 6.98%
OSNBOA
3311
Old Second National Bank of Aurora
Illinois
$338M +$13.1M +4% 9.96% 89.5% 400 17.25%
MAM
3312
Marquette Asset Management
Minnesota
$338M +$18.3M +6% 7.15% 63.5% 294 41.16%
HP
3313
Hound Partners
New York
$338M -$189M -36% 10.8% 19.7% 17 29.41%
AWM
3314
Activest Wealth Management
Florida
$338M +$28.5M +9% 7.63% 105% 483 13.87%
GIPM
3315
G2 Investment Partners Management
New York
$338M +$15.8M +5% 16.6% 1,145% 94 31.91%
FA
3316
Fermata Advisors
California
$337M +$30.2M +10% 5.67% 49.3% 151 23.18%
KA
3317
Kerrisdale Advisers
Florida
$337M -$74.5M -18% 14.1% 78.8% 97 25.77%
LDFR
3318
Lehman & Derafelo Financial Resources
Pennsylvania
$337M +$19.9M +6% 7.83% 37.5% 211 53.08%
BCB
3319
Brian C. Broderick
$337M +$17.1M +5% 9.92% 98.6% 84 10.71%
BSWM
3320
Boston Standard Wealth Management
Massachusetts
$337M +$39.4M +13% 5.54% 42.9% 40 7.5%
BFA
3321
Benedict Financial Advisors
Georgia
$337M +$24.2M +8% 11.8% 62% 118 5.93%
BWM
3322
Brickley Wealth Management
California
$337M +$31.9M +10% 8.63% 62.6% 42 16.67%
ARG
3323
Advisory Resource Group
Oklahoma
$336M +$34.1M +11% 9.25% 66.5% 148 13.51%
IWA
3324
Intercontinental Wealth Advisors
Texas
$336M +$17.5M +5% 8.17% 46.7% 278 9.71%
GC
3325
Gibson Capital
Pennsylvania
$336M +$20.3M +6% 6.28% 60.4% 52 15.38%