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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)
Ballast Inc
4201
Ballast Inc
Kentucky
$205M -$9.8M -5% 5.36% 71.3% 111 9.91% 3.3
L.M. Kohn & Company
4202
L.M. Kohn & Company
Ohio
$204M -$9.8M -5% 3.88% 97.9% 236 8.9% 0.5
Davidson Capital Management
4203
Davidson Capital Management
Texas
$204M -$7.72M -4% 2.52% 79.4% 87 9.2% 1.6
Enzi Wealth
4204
Enzi Wealth
Texas
$204M – – 4.79% 77% 70 – 0
CPFP
4205
Clear Perspectives Financial Planning
Ohio
$204M -$52.6M -20% 5.36% – 243 27.98% 1.2
Strategic Family Wealth Counselors
4206
Strategic Family Wealth Counselors
New Jersey
$204M -$4.65M -2% 2.36% 72.3% 99 8.08% 2.5
PCJ Investment Counsel
4207
PCJ Investment Counsel
Ontario, Canada
$204M +$1.65M +0.8% 6.08% 164% 90 44.44% 2
SEP
4208
Southland Equity Partners
Missouri
$204M -$15.5M -7% 4.58% 66.1% 170 10.59% 1.4
Ramius Advisors
4209
Ramius Advisors
New York
$203M +$1.62M +0.8% 6.92% 187% 340 21.18% 0.2
Arjuna Capital
4210
Arjuna Capital
North Carolina
$203M -$3.13M -2% 3.32% 105% 103 29.13% 2.3
Roberts Wealth Advisors
4211
Roberts Wealth Advisors
California
$203M -$26.1M -11% 5.53% 81.1% 88 14.77% 0.9
General Pension Society PZU Joint Stock
4212
General Pension Society PZU Joint Stock
Poland
$203M -$20.7M -9% 7.75% 116% 19 0% 6
Mokosak Advisory Group
4213
Mokosak Advisory Group
Iowa
$203M -$6.42M -3% 4.88% 59.2% 24 12.5% 2.8
Black Swift Group
4214
Black Swift Group
Colorado
$203M -$12.2M -6% 2.46% 139% 88 47.73% 0.9
MSH Capital Advisors
4215
MSH Capital Advisors
Arizona
$203M -$12.2M -6% 5.56% 66.5% 197 7.11% 0.7
ECG
4216
EPIQ Capital Group
California
$203M -$51.8M -20% 14.2% 6.25% 48 10.42% 2
IBOK
4217
Independence Bank of Kentucky
Kentucky
$203M -$20.3M -9% 5.73% 94.3% 437 8.01% 3.3
Stolper & Co
4218
Stolper & Co
Oklahoma
$203M -$10.2M -5% 6.93% 77.1% 84 5.95% 2.1
Revolution Growth Management Company
4219
Revolution Growth Management Company
District of Columbia
$203M +$42.8M +27% 36.4% 23.5% 4 0% 1.1
LJHT
4220
Laurie J. Hall Trustee
$203M -$11M -5% 5.15% 105% 328 4.27% 5.4
HCA
4221
Hyperion Capital Advisors
New York
$203M -$11.4M -5% 1.56% 86.1% 59 6.78% 1.9
Independent Family Office
4222
Independent Family Office
New York
$203M +$185K +0.1% 3.77% 68.4% 72 15.28% 1.8
Engine No 1 LLC
4223
Engine No 1 LLC
California
$203M -$24.2M -11% 6.05% 536% 20 50% 0.6
State of Wyoming
4224
State of Wyoming
Wyoming
$203M +$41.1M +25% 2.66% 131% 2,125 40.14% 0.7
Financial Management Network
4225
Financial Management Network
California
$203M +$14.5M +8% 5.19% 62.5% 136 12.5% 1.3