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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)
HWC
4276
Hill Winds Capital
New York
$252M +$39.2M +18% 0.22% 8.52% 58 53.45% 0.6
Pactiv General Employee Benefit Trust
4277
Pactiv General Employee Benefit Trust
Illinois
$252M -$13M -5% 4.91% 15.7% 1 0% 0.5
D. Scott Neal
4278
D. Scott Neal
Kentucky
$252M -$13.5M -5% 2.75% 105% 66 16.67% 2.4
West Wealth Group
4279
West Wealth Group
California
$252M -$14M -5% 3.84% 79.8% 72 27.78% 0.2
Fourpath Capital Management
4280
Fourpath Capital Management
Oklahoma
$252M -$8.65M -3% 3.44% 82.1% 180 25% 0.2
Denver PWM
4281
Denver PWM
Colorado
$252M -$10.3M -4% 3.78% 48.6% 101 10.89% 2.2
Berkeley Capital Partners
4282
Berkeley Capital Partners
Georgia
$251M +$7.46M +3% 0.3% 62.8% 163 18.4% 2.6
Covenant Partners
4283
Covenant Partners
Tennessee
$251M -$18.9M -7% 4.47% 70.3% 228 29.39% 2
Fourthstone LLC
4284
Fourthstone LLC
Missouri
$251M -$14.7M -6% 2.23% 104% 50 32% 1.1
Financial Strategies Group
4285
Financial Strategies Group
Michigan
$251M +$5.64M +2% 3.94% 44.9% 89 19.1% 1.5
AXS Investments
4286
AXS Investments
New York
$251M -$172M -41% 9% 104% 189 35.45% 0.4
MFGP
4287
Marshall Financial Group (Pennsylvania)
Pennsylvania
$251M -$7.32M -3% 5.33% 65.5% 61 9.84% 2.7
Biechele Royce Advisors
4288
Biechele Royce Advisors
Indiana
$251M +$911K +0.4% 0.64% 39.2% 64 0% 2.5
Threadgill Financial
4289
Threadgill Financial
Texas
$251M +$83M +49% 4.42% 49.3% 43 16.28% 0.4
Wind River Trust Company
4290
Wind River Trust Company
Wyoming
$250M -$25.6M -9% 5.05% 62.1% 10 10% 6.6
Taylor Hoffman Wealth Management
4291
Taylor Hoffman Wealth Management
Virginia
$250M -$13.3M -5% 4.81% 47.8% 140 7.14% 3
AMJ Financial Wealth Management
4292
AMJ Financial Wealth Management
Virginia
$250M -$27.6M -10% 0.65% 167% 109 37.61% 1.1
JRM Investment Counsel
4293
JRM Investment Counsel
Nebraska
$249M +$10.5M +4% 4.3% 65.5% 19 10.53% 4.8
Retirement Capital Strategies
4294
Retirement Capital Strategies
California
$249M -$22.9M -8% 5.41% 59% 83 36.14% 2.4
SP
4295
StackLine Partners
New York
$249M -$29.8M -11% 11.3% 12.7% 11 9.09% 2.1
Lumature Wealth Partners
4296
Lumature Wealth Partners
Georgia
$249M -$8.22M -3% 6.57% – 439 13.9% 1
Harbor Advisory Corp
4297
Harbor Advisory Corp
New Hampshire
$249M +$2.64M +1% 3.03% 63.2% 84 8.33% 2.2
TCG Crossover Management
4298
TCG Crossover Management
California
$249M +$35.5M +17% 4.16% 3,013% 20 25% 0.2
KSCM
4299
Key Square Capital Management
Connecticut
$249M +$3.48M +1% 6.5% 50.2% 54 83.33% 0.2
Horan Capital Advisors
4300
Horan Capital Advisors
Ohio
$249M -$3.8M -2% 3.86% 26.6% 97 9.28% 3.9