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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)
Clark Asset Management
4301
Clark Asset Management
New Hampshire
$232M +$19.3M +9% 4.02% 51.8% 88 26.14% 0.6
IAS
4302
Investment Advisory Services
Texas
$232M -$4.5M -2% 2.49% 74.9% 108 5.56% 2.7
Financial Life Advisors
4303
Financial Life Advisors
Texas
$232M -$7.23M -3% 3.94% 47% 60 8.33% 2.5
Droms Strauss Advisors
4304
Droms Strauss Advisors
Missouri
$232M -$7.3M -3% 3.52% 68.7% 65 6.15% 2.6
Gavilan Investment Partners
4305
Gavilan Investment Partners
California
$232M +$7.88M +4% 3.17% 109% 14 7.14% 0.8
ForthRight Wealth Management
4306
ForthRight Wealth Management
Georgia
$232M -$7.14M -3% 3.88% 44.6% 59 8.47% 1.9
Wind River Trust Company
4307
Wind River Trust Company
Wyoming
$232M +$211K +0.1% 3.95% 62.1% 9 0% 8.1
FirstPurpose Wealth
4308
FirstPurpose Wealth
Utah
$232M -$2.02M -0.9% 2.72% – 209 11.48% 1.2
Pantechnicon Advisors
4309
Pantechnicon Advisors
United Kingdom
$231M +$13.6M +6% 0.58% – 19 21.05% 0.5
Beaconlight Capital
4310
Beaconlight Capital
New York
$231M +$13.8M +6% 5.46% 282% 36 30.56% 1.1
Strengthening Families & Communities LLC
4311
Strengthening Families & Communities LLC
Massachusetts
$231M +$1.95M +0.8% 3.47% 116% 475 13.05% 1.3
TrueFG
4312
TrueFG
Texas
$231M -$1.55M -0.7% 4.06% 54.2% 40 7.5% 3.1
GWA
4313
GGM Wealth Advisors
Maryland
$231M -$15.6M -6% 4.38% 25.9% 146 8.22% 0.9
RDA Financial Network
4314
RDA Financial Network
Iowa
$231M -$6.78M -3% 2.71% 93.4% 240 14.17% 2.9
PA
4315
PSI Advisors
Florida
$231M +$3.18M +1% 2.73% 58.2% 916 12.99% 1.6
Henry James International Management
4316
Henry James International Management
New York
$231M +$362K +0.2% 1.98% 125% 126 3.17% 3.9
JW Asset Management
4317
JW Asset Management
Florida
$231M -$44M -16% 17.4% 251% 17 52.94% 0.7
GFI
4318
Global Frontier Investments
South Carolina
$231M +$2.25M +1% 1.8% – 16 0% 2.6
WHAM
4319
Windmill Hill Asset Management
United Kingdom
$231M +$7.58M +3% 0.4% 98.1% 32 9.38% 1.1
Stolper & Co
4320
Stolper & Co
Oklahoma
$231M -$6.9M -3% 1.91% 77.1% 88 7.95% 2.8
SA
4321
SAM Advisors
California
$230M -$10.1M -4% 3.23% 57.5% 40 15% 1.3
Shoker Investment Counsel
4322
Shoker Investment Counsel
Ohio
$230M -$8.85M -4% 2.71% 83.8% 90 2.22% 5.5
Landaas & Company
4323
Landaas & Company
Wisconsin
$230M +$3.68M +2% 3.29% 68.3% 84 19.05% 3.4
Norman Fields Gottscho Capital Management
4324
Norman Fields Gottscho Capital Management
New York
$230M -$7.37M -3% 0.64% 96.9% 64 4.69% 5.6
FCP
4325
Fosse Capital Partners
United Kingdom
$230M -$31.2M -12% 1.21% 80% 6 50% 1.7