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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)
Graybill Wealth Management
4551
Graybill Wealth Management
Illinois
$203M +$296K +0.1% 1.29% – 57 17.54% 4.2
Clarity Wealth Advisors
4552
Clarity Wealth Advisors
California
$203M +$10.5M +5% 0.23% 94.1% 65 12.31% 1.4
HIS
4553
Horizon Investment Services
Indiana
$203M -$658K -0.3% 2.15% 250% 124 18.55% 2.6
SLA
4554
Silver Lake Advisory
Utah
$203M -$5.88M -3% 0.81% 76.7% 108 5.56% 4.1
Bridge Advisory
4555
Bridge Advisory
California
$203M +$6.87M +4% 0.86% 6.7% 90 10% 0.6
BIA
4556
Bigelow Investment Advisors
Maine
$203M -$3.17M -2% 0.24% 75.7% 147 8.84% 2.9
Aull & Monroe Investment Management
4557
Aull & Monroe Investment Management
Alabama
$203M -$7.49M -4% 1.87% 98.3% 136 3.68% 6
Genesee Capital Advisors
4558
Genesee Capital Advisors
New York
$203M -$557M -73% 0.92% 107% 153 98.04% 0.1
Secure Asset Management
4559
Secure Asset Management
Michigan
$203M +$5.43M +3% 0.22% 97.2% 203 20.69% 1
Townsend & Associates
4560
Townsend & Associates
Colorado
$203M +$31.4M +18% 0.24% 58% 73 12.33% 2.1
Madison International Realty Holdings
4561
Madison International Realty Holdings
New York
$202M -$21.5M -10% 3.04% – 5 40% 3.7
Intrepid Capital Management
4562
Intrepid Capital Management
Florida
$202M +$13.1M +7% 2.4% 70.2% 73 9.59% 1.6
Fulcrum Asset Management
4563
Fulcrum Asset Management
United Kingdom
$202M -$36M -15% 1.52% – 187 0% 0.3
US Financial Advisors
4564
US Financial Advisors
Massachusetts
$202M -$3M -1% 0.53% 12.6% 77 10.39% 1.9
JSF Financial
4565
JSF Financial
California
$202M +$32.2M +19% 0.63% 91% 119 25.21% 1.5
CHA
4566
Carmichael Hill & Associates
Maryland
$201M +$4.53M +2% 0.35% 39.7% 833 8.52% 1.7
Northwest Wealth Management
4567
Northwest Wealth Management
Iowa
$201M +$12.5M +7% 1.21% 68.2% 135 19.26% 2.8
Rench Wealth Management
4568
Rench Wealth Management
Texas
$201M +$1.07M +0.5% 0.51% 106% 41 2.44% 5.7
BM
4569
Bislett Management
California
$201M -$2.29M -1% 0.2% 19.8% 15 0% 5.7
LR
4570
Library Research
Hong Kong
$201M +$85.5M +74% 19.4% 22.4% 8 37.5% 0.5
Murchinson
4571
Murchinson
Ontario, Canada
$201M -$77.1M -28% 6.57% 107% 163 52.15% 0.2
AP
4572
Agilis Partners
Massachusetts
$201M +$20M +11% 0.83% 8.47% 28 10.71% 2.3
Reliant Investment Management
4573
Reliant Investment Management
Tennessee
$201M -$16.6M -8% 1.96% 129% 64 20.31% 2.2
Towerpoint Wealth
4574
Towerpoint Wealth
California
$201M -$489K -0.2% 1.07% 67.7% 83 9.64% 2.3
Lagoda Investment Management
4575
Lagoda Investment Management
New York
$201M -$13.9M -6% 6.5% 250% 39 2.56% 3.8