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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)
Courant Investment Management
3676
Courant Investment Management
Tennessee
$160M +$1.61M +1% 3.74% 35.2% 17 35.29% 0.9
Boston Standard Wealth Management
3677
Boston Standard Wealth Management
Massachusetts
$160M +$2.61M +2% 0.7% 47.1% 29 3.45% 1.9
GA
3678
GRS Advisors
Illinois
$160M -$13.2M -8% 3.83% 54.3% 27 40.74% 0.9
Prosight Management
3679
Prosight Management
Texas
$159M +$23.5M +17% 0.46% 39.5% 41 53.66% 0.2
Landmark Financial Advisors
3680
Landmark Financial Advisors
Kentucky
$159M +$1.34M +0.8% 2.13% 11.8% 57 8.77% 2.6
Lowe Wealth Advisors
3681
Lowe Wealth Advisors
Maryland
$159M -$4.81M -3% 0.95% 63.3% 286 12.24% 2.3
NewFocus Financial Group
3682
NewFocus Financial Group
Washington
$159M -$4.94M -3% 0.01% 55.4% 81 27.16% 2.3
SM
3683
Saya Management
New York
$159M +$1.92M +1% 0.73% 34.8% 13 46.15% 0.3
Trimaran Fund Management
3684
Trimaran Fund Management
New York
$159M -$6.7M -4% 4.04% 82.8% 1 0% 3.3
First National Bank of Hutchinson
3685
First National Bank of Hutchinson
Kansas
$159M -$9.8M -6% 0.5% 121% 88 20.45% 2.3
Perennial Advisors
3686
Perennial Advisors
New York
$158M -$2.64M -2% 0.18% – 220 15% 1
Timber Creek Capital Management
3687
Timber Creek Capital Management
Massachusetts
$158M -$1.8M -1% 0.54% 139% 128 7.81% 3.2
KFA
3688
Kabarec Financial Advisors
Illinois
$158M -$5.26M -3% 0.03% – 98 25.51% 0.2
WealthShield Partners
3689
WealthShield Partners
North Carolina
$158M -$6.45M -4% 0.69% 71% 266 27.44% 0.2
Eads & Heald Wealth Management
3690
Eads & Heald Wealth Management
Georgia
$158M -$11.9M -7% 0.26% 84.4% 130 8.46% 4
Davis Rea
3691
Davis Rea
Ontario, Canada
$158M -$23.3M -13% 2.24% 66.9% 51 19.61% 2.9
EP
3692
Elkhorn Partners
Nebraska
$158M -$34K -0% 1.06% 32.2% 33 0% 4
SL
3693
SOF Ltd
Cayman Islands
$157M -$4.89M -3% 3.01% 42.3% 1 0% 1.3
BW
3694
Biegel & Waller
Maryland
$157M -$14.7M -9% 2.58% 28.2% 62 12.9% 1
Sagil Capital
3695
Sagil Capital
United Kingdom
$157M +$11.6M +8% 1.37% 104% 26 30.77% 0.2
MKC
3696
M. Kraus & Co
Vermont
$157M -$7.7M -5% 1.08% 65.9% 47 8.51% 3.4
Neumann Capital Management
3697
Neumann Capital Management
California
$157M -$6.11M -4% 0.73% 89.9% 77 5.19% 2.8
Kingfisher Capital
3698
Kingfisher Capital
North Carolina
$157M -$348K -0.2% 0.07% 58.5% 131 9.16% 2.3
XL Group Investments
3699
XL Group Investments
Bermuda
$157M -$10.7M -6% 5.09% – 7 28.57% 1.1
Creative Financial Designs
3700
Creative Financial Designs
Indiana
$156M +$8.86M +6% 0.27% 56.2% 809 19.53% 1