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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)
KB Financial Partners
3376
KB Financial Partners
New Jersey
$364M +$23.7M +7% 5.03% – 646 16.1% 1.4
Cannon Financial Strategists
3377
Cannon Financial Strategists
Georgia
$364M +$68.5M +23% 3.14% 56.7% 81 17.28% 2.6
NAMP
3378
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$364M +$23.5M +7% 8.19% 90.2% 147 3.4% 5.7
Benedict Financial Advisors
3379
Benedict Financial Advisors
Georgia
$364M +$8.53M +2% 2.89% 72.4% 121 4.13% 5.4
Janiczek Wealth Management
3380
Janiczek Wealth Management
Colorado
$363M +$10.8M +3% 3.42% 16.4% 1,030 6.8% 2.4
AGM
3381
Alpine Global Management
New York
$363M +$106M +41% 8.28% 149% 285 81.05% 0.3
Fairfield, Bush & Co
3382
Fairfield, Bush & Co
Connecticut
$363M +$79.3M +28% 12.7% 112% 564 74.47% 1.3
RC
3383
Reik & Co
New York
$363M +$23.3M +7% 7.42% 38.6% 55 5.45% 6.8
LT
3384
Legacy Trust
Michigan
$363M +$27.1M +8% 8.48% 95% 169 10.65% 0.5
Waller Financial Planning Group
3385
Waller Financial Planning Group
Ohio
$363M +$9.8M +3% 2.6% 47.5% 58 6.9% 3.2
Kirr Marbach & Co
3386
Kirr Marbach & Co
Indiana
$362M +$39.8M +12% 7.43% 121% 49 8.16% 4
Gries Financial
3387
Gries Financial
Ohio
$362M +$23.9M +7% 5.42% 71.3% 173 13.87% 1.4
Hohimer Wealth Management
3388
Hohimer Wealth Management
Washington
$362M +$16.8M +5% 7.15% 99.7% 197 12.18% 2.1
Bender Robert & Associates
3389
Bender Robert & Associates
California
$362M +$39.2M +12% 17.3% 146% 56 12.5% 6.2
Berkshire Bank
3390
Berkshire Bank
Massachusetts
$362M +$25.6M +8% 6.61% 69.7% 138 7.97% 2.2
Northwest Quadrant Wealth Management
3391
Northwest Quadrant Wealth Management
Oregon
$362M +$14.7M +4% 3.94% 45.6% 56 5.36% 4.8
Cornerstone Retirement Group
3392
Cornerstone Retirement Group
Nevada
$362M +$20.9M +6% 3.46% – 25 20% 0.5
Goodman Financial
3393
Goodman Financial
Texas
$361M +$16.5M +5% 4.7% 52.5% 54 20.37% 2.8
Heron Bay Capital Management
3394
Heron Bay Capital Management
Michigan
$361M +$103M +40% 8.63% 58.9% 99 24.24% 1.3
Analog Century Management
3395
Analog Century Management
New York
$360M +$30.4M +9% 21.8% 785% 22 18.18% 1.6
Kentucky Farm Bureau Mutual Insurance
3396
Kentucky Farm Bureau Mutual Insurance
Kentucky
$360M +$25.2M +8% 8.9% 83.3% 77 6.49% 5.1
Heritage Investment Group
3397
Heritage Investment Group
Florida
$360M +$30.3M +9% 4.85% 51.2% 93 17.2% 1.1
HWM
3398
HFR Wealth Management
New York
$360M +$7.33M +2% 5.09% 47.5% 62 12.9% 1.8
Sage Rhino Capital
3399
Sage Rhino Capital
California
$359M +$16.2M +5% 4.45% 86.8% 234 9.83% 2.7
WCMN
3400
Westchester Capital Management (Nebraska)
Nebraska
$359M +$11.4M +3% 5.37% 121% 46 4.35% 6.8