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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)
Horan Capital Advisors
4201
Horan Capital Advisors
Ohio
$149M +$23.9M +19% 20.2% 26.6% 79 15.19% 3.2
Disciplina Capital Management
4202
Disciplina Capital Management
Tennessee
$149M +$19.9M +15% 14.6% 30% 16 0% 1.4
Pictet Bank & Trust
4203
Pictet Bank & Trust
Bahamas
$148M -$30.6M -17% 20.9% 82.7% 64 12.5% 3.6
MA
4204
Minerva Advisors
Pennsylvania
$148M +$21.4M +17% 20.8% 166% 83 9.64% 4.7
Gill Capital Partners
4205
Gill Capital Partners
Colorado
$148M +$10.2M +7% 10.7% 59% 98 23.47% 1.1
Rench Wealth Management
4206
Rench Wealth Management
Texas
$148M +$19.7M +15% 16.5% 106% 37 2.7% 5.1
CWM
4207
Cedar Wealth Management
California
$148M +$247K +0.2% 13.4% 68.1% 246 19.92% 1.6
Green Court Capital Management
4208
Green Court Capital Management
Hong Kong
$148M -$715M -83% 33.6% 33.4% 5 40% 1.5
EE
4209
EWG Elevate
California
$148M +$15.9M +12% 21.1% 76% 75 49.33% 0.3
LCNB Corp
4210
LCNB Corp
Ohio
$148M +$20M +16% 17.8% 75.2% 143 11.19% 2.4
Cheyne Capital Management (UK)
4211
Cheyne Capital Management (UK)
United Kingdom
$148M +$50.9M +52% 43.3% 35.6% 54 27.78% 0.8
Woodard & Company Asset Management Group
4212
Woodard & Company Asset Management Group
North Carolina
$148M +$8.79M +6% 19.7% 84.8% 98 21.43% 0.8
NKCFO LLC
4213
NKCFO LLC
Illinois
$148M +$40.8M +38% 25.8% 211% 99 42.42% 0.6
Gradient Capital Advisors
4214
Gradient Capital Advisors
California
$148M +$24M +19% 17.2% 78.5% 100 15% 1.9
Boyd Watterson Asset Management
4215
Boyd Watterson Asset Management
Ohio
$148M +$25.7M +21% 19.7% 101% 116 18.97% 4.2
Cabot-Wellington
4216
Cabot-Wellington
Massachusetts
$148M +$23.9M +19% 19.1% 65% 9 0% 6.3
Perennial Investment Advisors
4217
Perennial Investment Advisors
California
$148M +$35.3M +31% 28.4% 84.3% 141 24.11% 0.4
DS
4218
Dalal Street
Texas
$148M +$67M +83% 23.5% 92.7% 3 66.67% 0.8
New World Advisors
4219
New World Advisors
Massachusetts
$148M -$15.1M -9% 7.93% 84.1% 34 50% 0.9
Arabesque Asset Management
4220
Arabesque Asset Management
United Kingdom
$148M +$99.3M +205% 43.4% 122% 91 80.22% 0.1
Pacific Capital Wealth Advisors
4221
Pacific Capital Wealth Advisors
California
$147M +$15.1M +11% 12.8% 54.1% 56 8.93% 0.5
Prudent Investors Network
4222
Prudent Investors Network
California
$147M +$16.9M +13% 12% – 23 4.35% 0.4
AIA
4223
Arcadia Investment Advisors
Idaho
$147M +$21.4M +17% 18.5% 56.4% 81 2.47% 1.5
Progeny 3 Inc
4224
Progeny 3 Inc
Washington
$147M -$89.9M -38% 22.7% 96.8% 34 35.29% 0.7
Stellar Capital Management
4225
Stellar Capital Management
Arizona
$147M +$25.6M +21% 18.4% 23.4% 78 11.54% 4.2