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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)
Investment Management Associates
4276
Investment Management Associates
Colorado
$291M +$1.29M +0.4% 2.4% 51.6% 36 8.33% 2.3
Hurlow Wealth Management Group
4277
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 1.29% 55.8% 119 5.88% 3.8
YRHAM
4278
Yong Rong (HK) Asset Management
Hong Kong
$291M -$84.5M -22% 16.6% 2,310% 26 57.69% 0.3
Neumann Capital Management
4279
Neumann Capital Management
California
$291M +$10.5M +4% 5.11% 89.9% 101 5.94% 6.5
First International Bank & Trust
4280
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 0.28% 38.6% 76 15.79% 1.8
Platform Technology Partners
4281
Platform Technology Partners
New York
$291M – – 4.91% – 227 – 2.8
Regimen Wealth
4282
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 0.07% 34.4% 73 27.4% 1
Strata Wealth Advisors
4283
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 2.2% 73.6% 84 21.43% 0.8
Atwater Malick
4284
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 2.34% 83.4% 81 9.88% 2.8
McElhenny Sheffield Capital Management
4285
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 4.27% 86.3% 103 18.45% 1.8
Garden State Investment Advisory Services
4286
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 3.77% 94% 285 23.51% 1
TIFF Advisory Services
4287
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 5.82% 86.3% 27 29.63% 1.3
Blue Zone Wealth Advisors
4288
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 1.97% 91.1% 94 13.83% 2.6
LPWM LLC
4289
LPWM LLC
Minnesota
$290M +$17.3M +6% 1.84% 59.4% 79 11.39% 2.8
Harbor Advisory Corp
4290
Harbor Advisory Corp
New Hampshire
$290M -$4.23M -1% 1.18% 63.2% 89 8.99% 3.6
Helen Stephens Group
4291
Helen Stephens Group
Texas
$289M +$30.2M +12% 1.72% 53.4% 85 16.47% 1.7
Wells Trecaso Financial Group
4292
Wells Trecaso Financial Group
Ohio
$289M +$6.11M +2% 3.36% 108% 94 5.32% 4.4
KLCM
4293
KG&L Capital Management
Louisiana
$289M +$37.3M +15% 3.03% 91.9% 197 19.8% 2.6
Teramo Advisors
4294
Teramo Advisors
Florida
$289M +$31.4M +12% 2.89% 72.1% 10 30% 1.4
KM
4295
KP Management
Minnesota
$289M +$29.8M +11% 7.58% – 79 22.78% 0.4
BCGM Wealth Management
4296
BCGM Wealth Management
Indiana
$289M +$10.1M +4% 1.86% 54.9% 154 8.44% 1.9
Kinsale Capital Group
4297
Kinsale Capital Group
Virginia
$289M +$35.5M +14% 2.22% 70.9% 36 8.33% 1.3
Matthew 25 Management Corp
4298
Matthew 25 Management Corp
Pennsylvania
$288M -$5.68M -2% 5.95% 141% 24 25% 6.2
Total Clarity Wealth Management
4299
Total Clarity Wealth Management
Illinois
$288M +$624K +0.2% 1.3% 73.2% 294 24.49% 1.5
Wick Capital Partners
4300
Wick Capital Partners
Pennsylvania
$288M +$185M +180% 2.5% 60% 82 53.66% 0.6