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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)
KCS Wealth Advisory
4101
KCS Wealth Advisory
California
$225M +$8.66M +4% 12.6% 45.3% 174 24.14% 2.8
Wolff Financial Management
4102
Wolff Financial Management
Michigan
$225M -$27.1M -11% 11.3% 56.7% 103 3.88% 1.3
Physicians Financial Services
4103
Physicians Financial Services
North Carolina
$225M -$37.2M -14% 14.4% 100% 123 11.38% 4.7
OpenView Management
4104
OpenView Management
Massachusetts
$225M -$49.6M -18% 9.81% – 3 0% 0.5
Lumature Wealth Partners
4105
Lumature Wealth Partners
Georgia
$224M -$24.7M -10% 10.1% – 449 13.81% 1.1
UID
4106
Union Investments & Development
Israel
$224M -$54M -19% 19.1% 17% 55 5.45% 0.4
Herold Advisors
4107
Herold Advisors
New York
$224M -$56.8M -20% 12.4% 90.2% 727 73.87% 0.7
VR Advisory Services
4108
VR Advisory Services
Cayman Islands
$224M +$10.3M +5% 16.4% 89.7% 80 22.5% 1.2
Onyx Bridge Wealth Group
4109
Onyx Bridge Wealth Group
New York
$224M -$39.2M -15% 10.7% 74.6% 192 29.69% 0.9
Goodman Advisory Group
4110
Goodman Advisory Group
Massachusetts
$224M -$64.8M -22% 6.45% 88.8% 189 75.13% 0.1
Cornell Pochily Investment Advisors
4111
Cornell Pochily Investment Advisors
New York
$224M -$32.8M -13% 11.4% 97% 173 9.25% 3.2
Householder Group Estate & Retirement Specialist
4112
Householder Group Estate & Retirement Specialist
Arizona
$224M -$24.2M -10% 13.4% – 213 21.13% 0.4
General Pension Society PZU Joint Stock
4113
General Pension Society PZU Joint Stock
Poland
$224M -$64.7M -22% 19.2% 116% 19 5.26% 5.8
Brave Asset Management
4114
Brave Asset Management
New Jersey
$224M -$66.9M -23% 10.5% 76.3% 167 17.96% 3.8
CP
4115
CPV Partners
Connecticut
$224M -$14.9M -6% 1.63% 105% 6 0% 1.5
Ironwood Wealth Management (Arizona)
4116
Ironwood Wealth Management (Arizona)
Arizona
$224M -$19.9M -8% 10.5% 31.1% 55 1.82% 3.4
Keystone Wealth Services
4117
Keystone Wealth Services
California
$224M -$28.6M -11% 12% 80.1% 190 16.84% 0.4
IBOK
4118
Independence Bank of Kentucky
Kentucky
$223M -$29.3M -12% 12.7% 94.3% 427 5.62% 3.1
WC
4119
Walthausen & Co
New York
$223M -$131M -37% 11.5% 63.3% 146 8.22% 2.2
Retirement Capital Strategies
4120
Retirement Capital Strategies
California
$223M -$26.5M -11% 7.45% 59% 73 38.36% 2.3
Roanoke Asset Management
4121
Roanoke Asset Management
New Jersey
$223M -$46M -17% 14.3% 50.3% 115 3.48% 5.2
Arlington Financial Advisors
4122
Arlington Financial Advisors
California
$223M -$41.4M -16% 15.1% 67.6% 55 14.55% 3.3
Rhino Investment Partners
4123
Rhino Investment Partners
Pennsylvania
$223M -$1.9M -0.8% 9.57% 110% 52 26.92% 0.7
OR
4124
Olympiad Research
Connecticut
$223M -$105M -32% 5.95% 189% 405 49.63% 0.7
ML&R Wealth Management
4125
ML&R Wealth Management
Texas
$222M -$48.4M -18% 15.3% – 62 29.03% 0.4