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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
UID
4001
Union Investments & Development
Israel
$224M -$54M -19% 19.1% 17% 55 5.45%
HA
4002
Herold Advisors
New York
$224M -$56.8M -20% 12.4% 79.7% 727 73.87%
VAS
4003
VR Advisory Services
Cayman Islands
$224M +$10.3M +5% 16.4% 93.7% 80 22.5%
OBWG
4004
Onyx Bridge Wealth Group
New York
$224M -$39.2M -15% 10.7% 67.4% 192 29.69%
GAG
4005
Goodman Advisory Group
Massachusetts
$224M -$64.8M -22% 6.45% 62.7% 189 75.13%
CPIA
4006
Cornell Pochily Investment Advisors
New York
$224M -$32.8M -13% 11.4% 83.7% 173 9.25%
HGERS
4007
Householder Group Estate & Retirement Specialist
Arizona
$224M -$24.2M -10% 13.4% 213 21.13%
GPSPJS
4008
General Pension Society PZU Joint Stock
Poland
$224M -$64.7M -22% 19.2% 112% 19 5.26%
BAM
4009
Brave Asset Management
New Jersey
$224M -$66.9M -23% 10.5% 76.3% 167 17.96%
CP
4010
CPV Partners
Connecticut
$224M -$14.9M -6% 1.63% 149% 6 0%
IWMA
4011
Ironwood Wealth Management (Arizona)
Arizona
$224M -$19.9M -8% 10.5% 25.4% 55 1.82%
KWS
4012
Keystone Wealth Services
California
$224M -$28.6M -11% 12% 61.6% 190 16.84%
IBOK
4013
Independence Bank of Kentucky
Kentucky
$223M -$29.3M -12% 12.7% 80.6% 427 5.62%
WC
4014
Walthausen & Co
New York
$223M -$131M -37% 11.5% 63.3% 146 8.22%
RCS
4015
Retirement Capital Strategies
California
$223M -$26.5M -11% 7.45% 50.2% 73 38.36%
RAM
4016
Roanoke Asset Management
New Jersey
$223M -$46M -17% 14.3% 50.3% 115 3.48%
AFA
4017
Arlington Financial Advisors
California
$223M -$41.4M -16% 15.1% 60.7% 55 14.55%
RIP
4018
Rhino Investment Partners
Pennsylvania
$223M -$1.9M -0.8% 9.57% 65.9% 52 26.92%
OR
4019
Olympiad Research
Connecticut
$223M -$105M -32% 5.95% 189% 405 49.88%
MRWM
4020
ML&R Wealth Management
Texas
$222M -$48.4M -18% 15.3% 62 29.03%
BIA
4021
BHK Investment Advisors
Alabama
$222M -$16.7M -7% 13.6% 54.6% 64 3.13%
KC
4022
Knuff & Co
California
$222M -$53.3M -19% 16.1% 73.7% 143 9.09%
BA
4023
Ballast Advisors
Minnesota
$222M -$33.8M -13% 14.7% 60.4% 192 8.85%
MM
4024
MWG Management
British Virgin Islands
$222M -$14M -6% 3.95% 59.2% 2 0%
KFA
4025
Kelleher Financial Advisors
New York
$222M +$41.2M +23% 14.3% 73.2% 152 33.55%