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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)
St. Clair Advisors
4276
St. Clair Advisors
Ohio
$229M +$70.2M +44% 6.83% 77.5% 81 29.63% 1
Passive Capital Management
4277
Passive Capital Management
Maryland
$229M +$9.41M +4% 3.24% 37.7% 53 1.89% 1
E
4278
ETFidea
New York
$229M +$12.8M +6% 4.86% 22.7% 108 5.56% 1.1
Shoker Investment Counsel
4279
Shoker Investment Counsel
Ohio
$229M +$5.81M +3% 4.69% 88.9% 93 5.38% 5.1
BHK Investment Advisors
4280
BHK Investment Advisors
Alabama
$229M +$51M +29% 5.47% 54.6% 66 22.73% 3.5
Shaker Financial Services
4281
Shaker Financial Services
Virginia
$229M +$15.1M +7% 1.56% 12.9% 174 28.16% 1.6
Kize Capital
4282
Kize Capital
New York
$229M -$10.2M -4% 1.83% 34.7% 6 0% 1.8
KEB Asset Management
4283
KEB Asset Management
Illinois
$229M +$40.5M +22% 3.7% 68.9% 62 12.9% 0.9
Aspen Grove Capital
4284
Aspen Grove Capital
Colorado
$229M +$12.5M +6% 6.57% 90% 178 23.03% 0.2
Old Point Trust & Financial Services N A
4285
Old Point Trust & Financial Services N A
Virginia
$229M +$11.7M +5% 1.85% 87.3% 84 5.95% 6.5
Divisadero Street Capital Management
4286
Divisadero Street Capital Management
Florida
$229M +$94.9M +71% 26.5% 718% 71 77.46% 0.3
AWA
4287
Aquire Wealth Advisors
Utah
$229M +$27.5M +14% 5.64% 60.2% 39 10.26% 1
JRM Investment Counsel
4288
JRM Investment Counsel
Nebraska
$228M -$4.75M -2% 2.02% 65.5% 22 9.09% 4.2
NAH
4289
Neumann Advisory (HK)
Hong Kong
$228M +$65.5M +40% 53.9% 77.3% 14 0% 3.2
Landmark Financial Advisors
4290
Landmark Financial Advisors
Kentucky
$228M +$11M +5% 3.4% 11.8% 91 8.79% 4.3
Ritter Daniher Financial Advisory
4291
Ritter Daniher Financial Advisory
Ohio
$228M +$17.5M +8% 4.62% 56.7% 322 15.53% 1.5
Neumann Capital Management
4292
Neumann Capital Management
California
$228M +$14.5M +7% 7.98% 89.9% 90 1.11% 6
Childress Capital Advisors
4293
Childress Capital Advisors
Texas
$227M -$74M -25% 3.86% 107% 182 55.49% 1.8
Denver PWM
4294
Denver PWM
Colorado
$227M +$16.5M +8% 4.84% 48.6% 106 15.09% 2.5
Gunma Bank
4295
Gunma Bank
Japan
$227M +$25.8M +13% 1.42% 24.5% 47 19.15% 1
FountainVest China Capital Partners GP3
4296
FountainVest China Capital Partners GP3
Cayman Islands
$227M -$11.2M -5% 4.72% 96.7% 1 0% 3.3
SQN Investors
4297
SQN Investors
California
$227M -$31M -12% 20.2% – 20 45% 1.3
Sanchez Wealth Management Group
4298
Sanchez Wealth Management Group
Florida
$227M +$23.1M +11% 4.84% 61.1% 35 2.86% 3
Mountain Capital Investment Advisors
4299
Mountain Capital Investment Advisors
Colorado
$227M +$7.05M +3% 4.34% 70.1% 80 27.5% 1.8
Carr Financial Group
4300
Carr Financial Group
Massachusetts
$227M +$37M +19% 5.75% 66.1% 184 19.02% 0.2