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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)
KSA
3426
Ken Stern & Associates
California
$133M +$4.68M +4% 2.35% 39.4% 100 51% 0.2
IMS
3427
Index Management Solutions
Pennsylvania
$133M -$593M -82% 4.31% – 953 37.15% 1
Graybill Wealth Management
3428
Graybill Wealth Management
Illinois
$133M +$1.25M +0.9% 3.34% – 53 7.55% 1.5
RJA
3429
Robshaw & Julian Associates
New York
$133M +$5.79M +5% 0.13% 19.3% 35 5.71% 1.5
Weaver C. Barksdale & Associates
3430
Weaver C. Barksdale & Associates
Tennessee
$133M +$8.74M +7% 9.77% 52.2% 581 10.5% 1.4
B. Riley Wealth Management
3431
B. Riley Wealth Management
Tennessee
$133M +$10.7M +9% 4.64% 32.2% 1,183 21.47% 0.8
GOCM
3432
Green Owl Capital Management
New York
$133M +$21M +19% 7.9% – 146 73.97% 0.1
NFM
3433
North Forty Management
Washington
$132M -$6.21M -4% 5.33% 9.62% 6 16.67% 1.8
Harber Asset Management
3434
Harber Asset Management
North Carolina
$132M +$10.3M +8% 2.86% 63.6% 56 39.29% 0.7
EisnerAmper Wealth Management Corporate Benefits
3435
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$132M +$6.15M +5% 1.86% 13% 81 3.7% 0.2
Farmers National Bank
3436
Farmers National Bank
Kentucky
$132M +$10.3M +8% 0.09% – 103 7.77% 0.2
Cornerstone Management
3437
Cornerstone Management
Georgia
$132M +$3.6M +3% 1.3% 43.6% 47 8.51% 0.3
Bourne Lent Asset Management
3438
Bourne Lent Asset Management
New York
$132M – – 1.31% 76.1% 59 – 0
Citizens & Northern Corp
3439
Citizens & Northern Corp
Pennsylvania
$132M -$342K -0.3% 0.88% 73.3% 113 5.31% 1.2
WESPAC Advisors
3440
WESPAC Advisors
California
$132M -$10.6M -7% 3.36% 112% 146 39.04% 0.8
Loudon Investment Management
3441
Loudon Investment Management
New Hampshire
$132M -$1.77M -1% 0.72% 61.6% 81 8.64% 1.1
MIM
3442
Midwest Investment Management
Ohio
$132M -$6.02M -4% 0.49% 26% 56 10.71% 1.4
Keystone Financial Planning
3443
Keystone Financial Planning
Ohio
$132M -$4.06M -3% 2.55% 46% 48 16.67% 1
AC
3444
Aperimus Capital
California
$131M -$8.7M -6% 3.15% 44% 3 0% 1.8
Cahill Financial Advisors
3445
Cahill Financial Advisors
Minnesota
$131M +$1.75M +1% 1.95% 55.9% 106 9.43% 1.1
RFG Advisory
3446
RFG Advisory
Alabama
$131M +$46.8M +55% 4.96% 52.3% 58 84.48% 0.1
Madison International Realty Holdings
3447
Madison International Realty Holdings
New York
$131M +$5.52M +4% 1.02% – 2 0% 0.3
LI
3448
Longer Investments
Arkansas
$131M -$3.88M -3% 1.16% 20.4% 46 32.61% 1.1
Columbia Pacific Advisors
3449
Columbia Pacific Advisors
Washington
$131M -$11.8M -8% 1.65% 5.27% 56 60.71% 0.3
OF
3450
Orbis Financial
British Virgin Islands
$131M +$9.7M +8% 8.38% – 2 0% 0.3