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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)
Kiley Juergens Wealth Management
4001
Kiley Juergens Wealth Management
Washington
$323M +$24.4M +8% 10.2% 106% 69 10.14% 3.7
Home Federal Bank of Tennessee
4002
Home Federal Bank of Tennessee
Tennessee
$323M +$25M +8% 9.2% 74% 79 11.39% 5.8
Boltwood Capital Management
4003
Boltwood Capital Management
California
$323M +$20.8M +7% 6.13% 63% 172 5.81% 5.5
Windsor Capital Management
4004
Windsor Capital Management
Arizona
$322M +$16.7M +5% 5.38% 49.1% 116 7.76% 6.3
TenCore Partners
4005
TenCore Partners
New York
$322M -$14.4M -4% 17% 78.4% 14 14.29% 2.6
KFA Private Wealth Group
4006
KFA Private Wealth Group
Virginia
$322M +$43.4M +16% 6.78% 62.8% 99 14.14% 2.4
WFI
4007
West Family Investments
California
$322M +$27M +9% 7.28% 116% 276 20.65% 1.4
Mariner Investment Group
4008
Mariner Investment Group
New York
$322M -$48.3M -13% 6.52% 68.7% 40 62.5% 0.7
KS
4009
Karpas Strategies
Connecticut
$322M +$19.3M +6% 8.19% 16.1% 117 2.56% 7.3
WR Wealth Planners
4010
WR Wealth Planners
Missouri
$322M +$52.8M +20% 8.44% 22.1% 1,178 83.87% 0.3
Cornerstone Planning Group
4011
Cornerstone Planning Group
New Jersey
$322M +$18.7M +6% 5.48% 60% 1,206 27.61% 0.8
GPC
4012
Guardian Point Capital
Virginia
$321M -$17M -5% 16.4% 142% 11 27.27% 1.8
Oak Harbor Wealth Partners
4013
Oak Harbor Wealth Partners
North Carolina
$321M +$23.3M +8% 7.68% 73.9% 238 7.98% 1.8
Redwood Grove Capital
4014
Redwood Grove Capital
California
$321M +$50.2M +19% 8.08% 79.8% 28 14.29% 2.2
Fosun International
4015
Fosun International
China
$321M -$170M -35% 14.4% 41.3% 49 18.37% 2.3
Butensky & Cohen Financial Security
4016
Butensky & Cohen Financial Security
Florida
$321M +$20.1M +7% 8.61% 81% 98 4.08% 5.5
VeraBank
4017
VeraBank
Texas
$321M +$23.8M +8% 7.16% 60.6% 147 6.12% 3.6
First American Financial Corporation
4018
First American Financial Corporation
California
$321M -$23.4M -7% 3.6% – 4 0% 0.3
Hamilton Wealth
4019
Hamilton Wealth
California
$320M +$2.59M +0.8% 12.8% 108% 126 46.83% 1.3
Lorne Steinberg Wealth Management
4020
Lorne Steinberg Wealth Management
Canada
$320M +$22.6M +8% 7.36% 83.4% 74 8.11% 2.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
4021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$320M +$32.2M +11% 14% 166% 218 2.29% 6.3
Gray Foundation
4022
Gray Foundation
New York
$320M +$37.3M +13% 13.5% – 11 0% 0.3
Sollinda Capital Management
4023
Sollinda Capital Management
Florida
$320M -$34.3M -10% 3.44% – 105 57.14% 0.2
Timber Creek Capital Management
4024
Timber Creek Capital Management
Massachusetts
$320M +$26.5M +9% 8.8% 139% 136 14.71% 5.9
Xcel Wealth Management
4025
Xcel Wealth Management
Florida
$320M +$34.7M +12% 12.6% 98.8% 130 13.85% 3.1