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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)
Hefty Wealth Partners
3776
Hefty Wealth Partners
Indiana
$119M -$12.4M -9% 1.98% – 266 19.92% 0.7
Concentric Wealth Management
3777
Concentric Wealth Management
California
$119M – – 4.45% 33.4% 83 – 0
JT Stratford LLC
3778
JT Stratford LLC
Georgia
$119M – – 3.05% 103% 102 – 0
Stone House Investment Management
3779
Stone House Investment Management
Pennsylvania
$119M – – 0.14% 57.9% 35 – 0
Independent Order of Foresters
3780
Independent Order of Foresters
Ontario, Canada
$119M -$3.31M -3% 2.05% 66.3% 111 6.31% 2.7
SV Health Investors
3781
SV Health Investors
Massachusetts
$119M -$11.4M -9% 9.85% 97.4% 7 28.57% 1.5
Hillswick Asset Management
3782
Hillswick Asset Management
Connecticut
$119M +$1.85M +2% 3.89% 40.2% 15 6.67% 1.9
Jafra Capital Management
3783
Jafra Capital Management
New York
$119M – – 10.7% – 65 – 0
Ayalon Insurance Company
3784
Ayalon Insurance Company
Israel
$119M +$724K +0.6% 4.04% 99.6% 85 9.41% 1.5
Silver Heights Capital Management
3785
Silver Heights Capital Management
Ontario, Canada
$119M – – 12.7% 39.8% 7 – 0
Tillar-Wenstrup Advisors
3786
Tillar-Wenstrup Advisors
Ohio
$118M +$9.04M +8% 4.34% 27.4% 56 17.86% 1.4
Alphadyne Asset Management
3787
Alphadyne Asset Management
New York
$118M +$96.4M +437% 4.54% 159% 25 88% 0.1
WPEP
3788
Walnut Private Equity Partners
Nebraska
$118M +$2.81M +2% 4.01% 48% 20 10% 2.6
Eliot Finkel Investment Counsel
3789
Eliot Finkel Investment Counsel
California
$118M +$6.7M +6% 6.5% 88.9% 33 9.09% 0.9
ACM
3790
Akanthos Capital Management
California
$118M +$15.3M +15% 12.8% 1.86% 23 47.83% 0.8
Capital Asset Advisory Services
3791
Capital Asset Advisory Services
Michigan
$118M +$42.3M +56% 0.22% 51% 91 38.46% 0.6
Doliver Advisors
3792
Doliver Advisors
Texas
$118M -$463K -0.4% 5.58% 92.3% 288 56.6% 0.5
Jackson Grant Investment Advisers
3793
Jackson Grant Investment Advisers
Connecticut
$118M -$3.3M -3% 2.1% 54.3% 177 5.65% 0.9
Cascade Investment Advisors
3794
Cascade Investment Advisors
Oregon
$117M – – 5.59% 71.4% 206 – 0.4
Financial Advisors Network
3795
Financial Advisors Network
California
$117M – – 0.2% – 534 – 0
DUMAC Inc
3796
DUMAC Inc
North Carolina
$117M – – 3.95% – 46 – 0
Bison Wealth
3797
Bison Wealth
Georgia
$117M -$636K -0.5% 2.73% 37.4% 206 22.82% 1.3
Marvin & Palmer Associates
3798
Marvin & Palmer Associates
Delaware
$117M -$10.3M -8% 3.36% 392% 51 58.82% 0.6
Graybill Wealth Management
3799
Graybill Wealth Management
Illinois
$117M +$9.6M +9% 6.49% – 45 4.44% 2.7
A.D. Beadell Investment Counsel
3800
A.D. Beadell Investment Counsel
Wisconsin
$117M -$3.2M -3% 0.81% 83.3% 97 14.43% 2