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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)
Wells Trecaso Financial Group
4501
Wells Trecaso Financial Group
Ohio
$210M +$1.73M +0.8% 0.8% 108% 96 7.29% 2.4
JFG Wealth Management
4502
JFG Wealth Management
Colorado
$210M -$17.6M -8% 3.57% 65.2% 46 8.7% 0.9
Ategra Capital Management
4503
Ategra Capital Management
Virginia
$210M +$3.59M +2% 0.34% 114% 119 10.08% 1.6
Centerpoint Advisors
4504
Centerpoint Advisors
Massachusetts
$210M -$2.79M -1% 0.04% 74.2% 329 11.55% 2.2
Rainey & Randall Wealth Advisors
4505
Rainey & Randall Wealth Advisors
Florida
$209M +$5.18M +3% 1.06% 52.3% 59 13.56% 1.5
PP
4506
Professional Planning
California
$209M -$8.38M -4% 1.71% 99.9% 135 11.85% 1.1
AIP
4507
Ahrens Investment Partners
Louisiana
$209M -$7.24M -3% 0.84% 82.3% 253 22.92% 2.1
Stolper & Co
4508
Stolper & Co
Oklahoma
$209M -$2.86M -1% 1.74% 77.1% 92 11.96% 1.3
Sitrin Capital Management
4509
Sitrin Capital Management
California
$209M -$13.1M -6% 0.07% 139% 37 13.51% 2.8
Pathway Capital Management
4510
Pathway Capital Management
California
$209M -$43M -17% 1.42% 659% 34 85.29% 0.1
IRON Financial
4511
IRON Financial
Illinois
$208M -$5.23M -2% 0.76% 60.6% 129 31.78% 2.2
Black Diamond Financial
4512
Black Diamond Financial
Maryland
$208M -$47.7M -19% 0.71% 68.3% 87 12.64% 2.1
APSP
4513
Asset Planning Services (Pennsylvania)
Pennsylvania
$208M +$138K +0.1% 0.68% 62.1% 75 6.67% 5
Droms Strauss Advisors
4514
Droms Strauss Advisors
Missouri
$208M -$3.75M -2% 0.37% 68.7% 52 9.62% 1.7
ODFS
4515
O'Donnell Financial Services
California
$208M – – 0.33% 61% 49 – 0
Teza Capital Management
4516
Teza Capital Management
Illinois
$208M -$409M -66% 0.01% 133% 665 71.88% 0.3
West Branch Capital
4517
West Branch Capital
Massachusetts
$208M +$4.33M +2% 0.78% 156% 461 6.29% 0.7
WCM
4518
Wunderlich Capital Managemnt
Tennessee
$208M +$10.1M +5% 1.29% 33.6% 96 19.79% 3.8
J. Arnold Wealth Management
4519
J. Arnold Wealth Management
Ohio
$207M +$1.66M +0.8% 1.5% 46.2% 110 50% 1
Sturgeon Ventures
4520
Sturgeon Ventures
United Kingdom
$207M +$5.71M +3% 1.01% 85.9% 50 20% 1.6
Brand Asset Management Group
4521
Brand Asset Management Group
Missouri
$207M +$1.34M +0.7% 1.88% 70.2% 79 6.33% 2.9
Beacon Wealthcare LLC
4522
Beacon Wealthcare LLC
North Carolina
$207M +$5.11M +3% 0.5% 47% 14 21.43% 0.5
Chou Associates Management
4523
Chou Associates Management
Ontario, Canada
$207M -$21.6M -9% 2.1% 66.4% 19 0% 4.8
Eads & Heald Wealth Management
4524
Eads & Heald Wealth Management
Georgia
$207M +$2.1M +1% 0.57% 93.3% 144 6.25% 5.4
Q3 Asset Management
4525
Q3 Asset Management
Michigan
$207M +$3.06M +2% 0.01% 96.2% 68 76.47% 0.3