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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)
Clearshares
4276
Clearshares
New York
$112M – – 3.44% – 32 – 0
Stringer Asset Management
4277
Stringer Asset Management
Tennessee
$112M – – 3.67% 16.4% 24 – 0.8
ILM
4278
Indigo Latam Management
Arizona
$112M -$53.7M -32% 32.4% 39.3% 1 0% 4
Castle Creek Capital Partners IV
4279
Castle Creek Capital Partners IV
California
$112M -$24.6M -18% 3.38% 47.7% 4 25% 3
Lederer & Associates Investment Counsel
4280
Lederer & Associates Investment Counsel
California
$112M +$6.81M +7% 5.92% 75.5% 89 6.74% 1.9
Alphinity Investment Management
4281
Alphinity Investment Management
Australia
$112M – – 8.02% 151% 21 – 0
Wealth Alliance Advisory Group
4282
Wealth Alliance Advisory Group
Kansas
$111M – – 3.74% 72.7% 92 – 0
Providence First Trust
4283
Providence First Trust
Arizona
$111M -$6.04M -5% 5.09% 64.1% 80 18.75% 0.4
Bedel Financial Consulting
4284
Bedel Financial Consulting
Indiana
$111M – – 4.76% 104% 132 – 0
AUA Capital Management
4285
AUA Capital Management
Pennsylvania
$111M +$2.31M +2% 4% 70.2% 211 3.79% 0.9
Kiley Juergens Wealth Management
4286
Kiley Juergens Wealth Management
Washington
$111M – – 7.52% 106% 719 – 0
WA1
4287
Wimmer Associates 1
California
$111M +$2.55M +2% 7.28% 78.9% 108 3.7% 1.8
Penbrook Management
4288
Penbrook Management
New York
$111M – – 9.19% 107% 105 – 2.8
Biltmore Wealth Management
4289
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 4.69% 59.8% 40 15% 1.6
Beaton Management Company
4290
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 6.52% 95.9% 116 3.45% 0.5
Santori & Peters Inc
4291
Santori & Peters Inc
Pennsylvania
$111M – – 7.14% 88% 644 – 0
SMP
4292
Santa Monica Partners
Florida
$111M – – 11.3% 135% 30 – 0
Sequoia Wealth Management
4293
Sequoia Wealth Management
Illinois
$111M – – 4.36% – 58 – 0
Horan Securities
4294
Horan Securities
United States
$111M +$8.98M +9% 2.65% 50.1% 216 15.28% 0.8
Peterson Wealth Advisors
4295
Peterson Wealth Advisors
Utah
$111M – – 4.67% 50.9% 45 – 0
Armor Investment Advisors
4296
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 3.64% 56.6% 156 12.18% 0.9
Family Legacy Inc
4297
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 6.72% 89% 103 62.14% 0.3
O'Keefe Stevens Advisory
4298
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 4.08% 208% 49 18.37% 0.2
Security National Bank of Sioux City Iowa
4299
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 6.39% 61% 87 12.64% 3
DIS
4300
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 7.18% 86% 46 10.87% 2.8