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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)
Droms Strauss Advisors
4276
Droms Strauss Advisors
Missouri
$240M +$18M +8% 7.57% 68.7% 68 11.76% 2.4
Rappaport Reiches Capital Management
4277
Rappaport Reiches Capital Management
Illinois
$240M +$14M +6% 3.83% 17.6% 84 10.71% 1.5
Rather & Kittrell
4278
Rather & Kittrell
Tennessee
$239M +$19.4M +9% 3.57% 41.1% 63 7.94% 1.2
Shoker Investment Counsel
4279
Shoker Investment Counsel
Ohio
$239M +$10.3M +5% 3.46% 83.8% 97 12.37% 5.2
Ayalon Insurance Company
4280
Ayalon Insurance Company
Israel
$239M +$7.15M +3% 9.48% 99.6% 111 29.73% 3.4
ForthRight Wealth Management
4281
ForthRight Wealth Management
Georgia
$239M +$20.8M +10% 3.85% 44.6% 59 6.78% 1.6
RAM Investment Partners
4282
RAM Investment Partners
Washington
$239M +$53.4M +29% 3.75% 61.9% 52 11.54% 0.4
Oakwell Private Wealth Management
4283
Oakwell Private Wealth Management
Texas
$239M +$19.5M +9% 5.03% 63% 66 18.18% 1.9
Abound Wealth Management
4284
Abound Wealth Management
Tennessee
$239M +$16.1M +7% 4.21% 65.7% 1,227 43.93% 0.5
BCM
4285
Birmingham Capital Management
Alabama
$239M -$11.8M -5% 3.39% 103% 102 0.98% 7.6
WHGC
4286
Wealth High Governance Capital
Brazil
$239M +$14.3M +6% 17.1% 622% 35 88.57% 0.1
Compass Group
4287
Compass Group
New York
$239M -$60.8M -20% 10.7% 64.6% 16 25% 2.4
Insight Folios
4288
Insight Folios
North Carolina
$239M +$13M +6% 0.32% 32.9% 126 24.6% 1.9
Kaydan Wealth Management
4289
Kaydan Wealth Management
Michigan
$239M -$5.34M -2% 0.36% 58% 93 8.6% 1.3
Northwest Capital Management
4290
Northwest Capital Management
Oregon
$239M +$32.5M +16% 6.83% 57% 564 81.74% 0.5
WA
4291
Wealthstar Advisors
Texas
$238M -$25.6M -10% 6.44% – 99 23.23% 3
RDA Financial Network
4292
RDA Financial Network
Iowa
$238M +$18.6M +8% 8.16% 93.4% 236 9.75% 2.7
Norman Fields Gottscho Capital Management
4293
Norman Fields Gottscho Capital Management
New York
$238M +$11.4M +5% 7.84% 96.9% 68 13.24% 5.4
Gill Capital Partners
4294
Gill Capital Partners
Colorado
$238M +$13.9M +6% 3.83% 59% 137 12.41% 2.8
Stolper & Co
4295
Stolper & Co
Oklahoma
$238M +$4.25M +2% 4.39% 77.1% 85 0% 2.7
WealthBridge Investment Counsel
4296
WealthBridge Investment Counsel
Alberta, Canada
$238M +$11.6M +5% 5.37% 106% 42 0% 3
Financial Sense Advisors
4297
Financial Sense Advisors
California
$237M +$11.1M +5% 0.33% 152% 105 15.24% 1.3
LWA
4298
LWS Wealth Advisors
New Jersey
$237M -$6.69M -3% 3.44% 8.87% 61 6.56% 2.8
Colony Family Offices
4299
Colony Family Offices
North Carolina
$237M -$23.9M -9% 2.85% 53.9% 97 60.82% 1.6
Pecaut & Co
4300
Pecaut & Co
Iowa
$237M +$17.6M +8% 6.78% 62.8% 119 18.49% 2.7