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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)
IAS
4301
Investment Advisory Services
Texas
$237M +$33.8M +17% 6.02% 74.9% 105 9.52% 2.5
Investidor Profissional Gestao de Recursos
4302
Investidor Profissional Gestao de Recursos
Brazil
$237M -$36.7M -13% 6.31% 51.8% 26 38.46% 1.9
Socorro Asset Management
4303
Socorro Asset Management
Texas
$237M +$10.2M +4% 3.55% 43.8% 32 12.5% 1.7
J. Arnold Wealth Management
4304
J. Arnold Wealth Management
Ohio
$236M +$31.7M +16% 2.6% 46.2% 59 67.8% 2.3
West Wealth Group
4305
West Wealth Group
California
$236M +$20.4M +9% 6.23% 79.8% 81 20.99% 1
Redwood Grove Capital
4306
Redwood Grove Capital
California
$236M +$26.3M +13% 8.74% 79.8% 29 13.79% 1.8
Three Bridge Wealth Advisors
4307
Three Bridge Wealth Advisors
California
$236M +$20.4M +9% 11.7% 169% 97 9.28% 1
Horan Securities
4308
Horan Securities
United States
$236M +$41.3M +21% 5.68% 50.1% 773 10.61% 2
PCJ Investment Counsel
4309
PCJ Investment Counsel
Ontario, Canada
$236M -$16.4M -6% 5.16% 164% 88 36.36% 2.4
Childress Capital Advisors
4310
Childress Capital Advisors
Texas
$236M +$8.69M +4% 4.78% 101% 94 32.98% 1.8
Financial Consulate
4311
Financial Consulate
Maryland
$236M -$50.8M -18% 3.73% 61.4% 127 70.87% 5
Biltmore Wealth Management
4312
Biltmore Wealth Management
Arizona
$236M -$12.3M -5% 5.08% 59.8% 58 22.41% 2.9
JRM Investment Counsel
4313
JRM Investment Counsel
Nebraska
$236M +$7.41M +3% 5.29% 65.5% 22 4.55% 4.7
Veracity Capital
4314
Veracity Capital
Georgia
$236M +$19M +9% 6.8% 149% 238 23.53% 1.9
First Pacific Financial
4315
First Pacific Financial
Washington
$236M +$19.6M +9% 5.09% 53.6% 231 54.55% 0.9
Auour Investments
4316
Auour Investments
Massachusetts
$236M – – 2.9% 35.5% 72 – 0
Bandera Partners
4317
Bandera Partners
New York
$236M -$7.6M -3% 4.57% 55.4% 19 21.05% 3
Passive Capital Management
4318
Passive Capital Management
Maryland
$236M +$6.33M +3% 1.89% 37.7% 54 7.41% 1.2
IAA
4319
Ironsides Asset Advisors
North Carolina
$235M +$15.5M +7% 8.98% 49.3% 100 16% 2.6
Deepwater Asset Management
4320
Deepwater Asset Management
Minnesota
$235M +$24.5M +12% 12.9% 142% 34 29.41% 0.3
Little House Capital
4321
Little House Capital
Massachusetts
$235M +$22.8M +11% 6.9% 108% 112 9.82% 1.8
US Financial Advisors
4322
US Financial Advisors
Massachusetts
$235M +$11M +5% 4.04% 12.6% 73 8.22% 2.4
TCP Asset Management
4323
TCP Asset Management
Ohio
$235M +$53.6M +29% 6.34% 65% 67 20.9% 0.4
Hayek Kallen Investment Management
4324
Hayek Kallen Investment Management
Alabama
$235M +$13.9M +6% 7.58% 71.9% 88 5.68% 5.5
Lifeworks Advisors
4325
Lifeworks Advisors
Michigan
$235M +$23.1M +11% 4.14% 80.4% 164 17.68% 0.9