We are live on ! Find out more

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)
BCWM LLC
4051
BCWM LLC
Kansas
$295M +$21.4M +8% 12.6% – 66 13.64% 4.2
Werba Rubin Papier Wealth Management
4052
Werba Rubin Papier Wealth Management
California
$295M +$13.6M +5% 11.5% 73.5% 132 14.39% 0.8
ValueWorks
4053
ValueWorks
New York
$294M +$19.5M +7% 9.6% 190% 34 8.82% 4.9
Astoria Strategic Wealth
4054
Astoria Strategic Wealth
Texas
$294M +$28.5M +11% 8.72% 42.1% 32 0% 2.9
G2 Capital Management
4055
G2 Capital Management
Ohio
$294M +$71.3M +32% 9.38% 55.1% 65 36.92% 1.2
J. Arnold Wealth Management
4056
J. Arnold Wealth Management
Ohio
$294M +$46.5M +19% 13.3% 46.2% 38 34.21% 1.4
Goodman Advisory Group
4057
Goodman Advisory Group
Massachusetts
$294M +$25.9M +10% 11.1% 101% 179 26.82% 1.2
Timber Creek Capital Management
4058
Timber Creek Capital Management
Massachusetts
$293M +$16.8M +6% 10.7% 139% 134 11.19% 5.9
Hill Island Financial
4059
Hill Island Financial
Michigan
$293M +$41.7M +17% 11.3% 78.3% 76 36.84% 1.1
Benin Management Corp
4060
Benin Management Corp
Connecticut
$293M +$23.7M +9% 11.1% 91.7% 108 11.11% 6.8
Vickerman Investment Advisors
4061
Vickerman Investment Advisors
Washington
$293M +$48.4M +20% 7.98% 47.3% 68 11.76% 1.9
11 Capital Partners
4062
11 Capital Partners
Connecticut
$293M +$77.6M +36% 13.9% 101% 18 27.78% 1.2
BetterWealth
4063
BetterWealth
California
$292M +$44.1M +18% 10.3% 63.3% 62 22.58% 1.1
Georgetown University
4064
Georgetown University
District of Columbia
$292M +$15.8M +6% 6.6% 79.9% 24 12.5% 2.1
Value Star Asset Management
4065
Value Star Asset Management
Hong Kong
$292M +$8.77M +3% 23.1% – 27 37.04% 0.5
Marcho Partners
4066
Marcho Partners
United Kingdom
$292M -$30.3M -9% 21.6% 115% 9 11.11% 2.2
Horiko Capital Management
4067
Horiko Capital Management
New York
$292M +$101M +53% 17.4% 275% 27 3.7% 3.2
Brady Family Wealth
4068
Brady Family Wealth
Missouri
$292M +$33.2M +13% 10.7% 74.7% 121 9.09% 0.9
Keystone Wealth Services
4069
Keystone Wealth Services
California
$292M +$28.4M +11% 9.35% 91.1% 225 13.78% 1.3
Steadview Capital Management
4070
Steadview Capital Management
United Kingdom
$292M +$43.4M +17% 31.1% 839% 8 12.5% 2.4
Beck Capital Management
4071
Beck Capital Management
Texas
$292M +$32.2M +12% 11.9% 291% 126 34.13% 1.4
TM
4072
Tikvah Management
North Carolina
$291M +$12.6M +5% 5.4% 169% 23 8.7% 3.9
Meridian Investment Counsel
4073
Meridian Investment Counsel
California
$291M +$24.4M +9% 11% 116% 210 4.76% 6.3
Permit Capital
4074
Permit Capital
Pennsylvania
$291M +$54.7M +23% 25.8% 121% 26 3.85% 5.3
Untitled Investments
4075
Untitled Investments
New York
$291M +$9.06M +3% 14.4% 79.6% 20 20% 1.5