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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)
TPW
3876
Tiller Private Wealth
Pennsylvania
$139M +$7.39M +6% 2.3% 53.5% 47 21.28% 1.6
SL
3877
SIB LLC
New York
$139M -$252K -0.2% 4.54% 29.2% 26 3.85% 4.3
WOA
3878
Water Oak Advisors
Florida
$139M +$3.7M +3% 0.98% 12.9% 17 0% 2.3
BSG
3879
Black Swift Group
Colorado
$139M +$31.2M +29% 5.6% 139% 61 45.9% 0.4
WAOTB
3880
Wealth Advisors of Tampa Bay
Florida
$138M -$7.57M -5% 3.89% 86.2% 72 6.94% 0.2
MA
3881
Menlo Advisors
California
$138M -$33K -0% 0.02% 108% 44 6.82% 3.1
DWM
3882
Darwin Wealth Management
Florida
$138M -$95.4M -41% 1.95% 56.8% 168 39.29% 1
YCM
3883
Yost Capital Management
Texas
$138M -$2.16M -2% 2.04% 125% 9 33.33% 1.4
ODG
3884
O'Dell Group
Ohio
$138M +$1.2M +0.9% 0.89% 72.2% 44 15.91% 1
CJA
3885
C-J Advisory
California
$138M +$814K +0.6% 0.38% 39.2% 166 11.45% 1.1
GIM
3886
Groesbeck Investment Management
New Jersey
$138M -$4.49M -3% 1.5% 147% 95 8.42% 2.5
Context Capital Management
3887
Context Capital Management
California
$138M -$30.5M -18% 0.1% 3.38% 52 23.08% 0.5
LCM
3888
Lucerne Capital Management
Connecticut
$138M +$8.06M +6% 13% – 1 0% 0.3
LS
3889
Lattice Strategies
Pennsylvania
$138M -$503K -0.4% 0.08% 19.9% 64 1.56% 3.8
AIA
3890
AIMZ Investment Advisors
California
$138M +$4.69M +4% 0.32% 81.3% 103 5.83% 2.7
CC
3891
Covalis Capital
United Kingdom
$138M -$21.5M -14% 1.58% 37.9% 42 73.81% 0.1
BAM
3892
Boyar Asset Management
New York
$138M -$3M -2% 0.54% 75.5% 64 1.56% 4
BSAM
3893
Blue Sky Asset Management
Colorado
$137M -$54.7M -28% 1.71% – 126 73.02% 0.3
RHI
3894
Richmond Hill Investments
New York
$137M -$4.48M -3% 10.1% 55.2% 8 0% 3
BWM
3895
Bernicke Wealth Management
Wisconsin
$137M +$4.82M +4% 1.97% – 55 20% 1.7
NL
3896
NVWM LLC
Pennsylvania
$137M +$6.16M +5% 1.95% 119% 382 24.35% 0.2
JC
3897
JCSD Capital
California
$137M +$17.4M +14% 1.08% – 47 21.28% 1.3
IIM
3898
Ironwood Investment Management
Massachusetts
$137M -$2.91M -2% 0.99% 164% 164 6.1% 3.4
MCM
3899
Mobius Capital Management
California
$137M +$40.6M +42% 2.26% – 44 47.73% 0.2
AI
3900
Amplify Investments
Illinois
$137M – – 4.74% – 45 – 0