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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
KSA
3426
Ken Stern & Associates
California
$133M +$4.68M +4% 2.35% 39.4% 100 51%
IMS
3427
Index Management Solutions
Pennsylvania
$133M -$593M -82% 4.31% 953 37.15%
GWM
3428
Graybill Wealth Management
Illinois
$133M +$1.25M +0.9% 3.34% 53 7.55%
RJA
3429
Robshaw & Julian Associates
New York
$133M +$5.79M +5% 0.13% 19.3% 35 5.71%
WCBA
3430
Weaver C. Barksdale & Associates
Tennessee
$133M +$8.74M +7% 9.77% 52.2% 581 10.5%
BRWM
3431
B. Riley Wealth Management
Tennessee
$133M +$10.7M +9% 4.64% 32.4% 1,183 21.47%
GOCM
3432
Green Owl Capital Management
New York
$133M +$21M +19% 7.9% 146 73.97%
NFM
3433
North Forty Management
Washington
$132M -$6.21M -4% 5.33% 9.62% 6 16.67%
HAM
3434
Harber Asset Management
North Carolina
$132M +$10.3M +8% 2.86% 63.6% 56 39.29%
EWMCB
3435
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$132M +$6.15M +5% 1.86% 13% 81 3.7%
FNB
3436
Farmers National Bank
Kentucky
$132M +$10.3M +8% 0.09% 103 7.77%
CM
3437
Cornerstone Management
Georgia
$132M +$3.6M +3% 1.3% 40% 47 8.51%
BLAM
3438
Bourne Lent Asset Management
New York
$132M 1.31% 76.1% 59
CNC
3439
Citizens & Northern Corp
Pennsylvania
$132M -$342K -0.3% 0.88% 73.3% 113 5.31%
WA
3440
WESPAC Advisors
California
$132M -$10.6M -7% 3.36% 112% 146 39.04%
LIM
3441
Loudon Investment Management
New Hampshire
$132M -$1.77M -1% 0.72% 61.6% 81 8.64%
MIM
3442
Midwest Investment Management
Ohio
$132M -$6.02M -4% 0.49% 26% 56 10.71%
KFP
3443
Keystone Financial Planning
Ohio
$132M -$4.06M -3% 2.55% 34.1% 48 16.67%
AC
3444
Aperimus Capital
California
$131M -$8.71M -6% 3.15% 44% 3 0%
CFA
3445
Cahill Financial Advisors
Minnesota
$131M +$1.75M +1% 1.95% 55.9% 106 9.43%
RA
3446
RFG Advisory
Alabama
$131M +$46.8M +55% 4.96% 52.3% 58 84.48%
MIRH
3447
Madison International Realty Holdings
New York
$131M +$5.52M +4% 1.02% 2 0%
LI
3448
Longer Investments
Arkansas
$131M -$3.88M -3% 1.16% 20.4% 46 32.61%
CPA
3449
Columbia Pacific Advisors
Washington
$131M -$11.8M -8% 1.65% 5.27% 56 60.71%
OF
3450
Orbis Financial
British Virgin Islands
$131M +$9.69M +8% 8.38% 2 0%