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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)
Robinson Capital Management
4426
Robinson Capital Management
Michigan
$213M +$17.3M +9% 1.21% 7.8% 392 35.2% 0.8
Atwater Malick
4427
Atwater Malick
Pennsylvania
$213M +$10.3M +5% 4.46% 83.4% 58 0% 2.9
First United Bank & Trust
4428
First United Bank & Trust
Maryland
$213M +$8.35M +4% 7.18% 78% 147 4.76% 5.3
Engine No 1 LLC
4429
Engine No 1 LLC
California
$213M +$9.8M +5% 11% 536% 19 52.63% 0.7
BigSur Wealth Management
4430
BigSur Wealth Management
Florida
$213M +$5.59M +3% 6.56% 94.8% 134 14.18% 3.5
Jackson Grant Investment Advisers
4431
Jackson Grant Investment Advisers
Connecticut
$213M +$5.88M +3% 3.59% 54.3% 467 33.62% 2.5
Terril Brothers
4432
Terril Brothers
Missouri
$213M +$8.63M +4% 6.02% 112% 58 17.24% 3.8
Keeler Thomas Management
4433
Keeler Thomas Management
Utah
$213M +$14.4M +7% 5.14% 52.1% 91 41.76% 1.6
King Street Capital Management
4434
King Street Capital Management
New York
$213M -$365M -63% 0.91% 140% 18 55.56% 0.6
Cassady Schiller Wealth Management
4435
Cassady Schiller Wealth Management
Ohio
$213M +$50M +31% 4.45% 21.8% 496 11.9% 0.4
Little House Capital
4436
Little House Capital
Massachusetts
$212M +$10.4M +5% 7.35% 118% 128 35.16% 1.6
LFM
4437
Lumina Fund Management
New York
$212M -$51.6M -20% 9.71% 28.1% 78 6.41% 1.9
Continental General Insurance Company
4438
Continental General Insurance Company
Texas
$212M +$66.3M +45% 0.09% 188% 14 50% 0.1
Taika Capital
4439
Taika Capital
Florida
$212M +$22M +12% 14.4% 68.3% 57 52.63% 0.4
Equitec Proprietary Markets
4440
Equitec Proprietary Markets
Illinois
$212M -$104M -33% 0.93% 352% 240 49.17% 1
Lifeworks Advisors
4441
Lifeworks Advisors
Michigan
$212M +$34.2M +19% 7.12% 80.4% 147 25.85% 0.8
Elmwood Wealth Management
4442
Elmwood Wealth Management
California
$212M +$11.4M +6% 2.26% 42.1% 125 10.4% 3.1
Freedom Day Solutions
4443
Freedom Day Solutions
Texas
$212M +$11.2M +6% 6.12% 86.6% 107 9.35% 2.6
Frontier Asset Management
4444
Frontier Asset Management
Wyoming
$212M -$6.84M -3% 3.4% 57.1% 60 20% 0.8
Corundum Group
4445
Corundum Group
Colorado
$211M +$34.3M +19% 5.9% 89.5% 104 6.73% 3.6
7IH
4446
72 Investment Holdings
Connecticut
$211M -$6.35M -3% 2.41% 1,556% 5 0% 1.7
Strategic Family Wealth Counselors
4447
Strategic Family Wealth Counselors
New Jersey
$211M +$9.42M +5% 10.9% 83.8% 115 13.91% 2.4
FP
4448
Fiduciary Planning
Florida
$211M +$4.93M +2% 2.85% 71.4% 44 9.09% 1.7
Hollow Brook Wealth Management
4449
Hollow Brook Wealth Management
New York
$211M +$2.06M +1% 6.65% 97.8% 89 16.85% 3
Regis Acquisition
4450
Regis Acquisition
Colorado
$211M – – 11.3% – 39 – 0