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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)
Keystone Financial Services (Colorado)
4576
Keystone Financial Services (Colorado)
Colorado
$172M -$11.7M -6% 6.46% 66% 85 11.76% 0.7
Kendall Capital Management
4577
Kendall Capital Management
Maryland
$172M -$9.7M -5% 5.42% 130% 176 8.52% 2.6
Value Star Asset Management
4578
Value Star Asset Management
Hong Kong
$172M +$34.9M +26% – – 35 25.71% 0.7
Wealth Management Solutions
4579
Wealth Management Solutions
Pennsylvania
$172M -$6.04M -3% 5.58% – 99 20.2% 0.7
CLCM
4580
Crawford Lake Capital Management
New Jersey
$172M -$339M -66% 34.5% 571% 63 98.41% 0
Core Wealth Advisors (Florida)
4581
Core Wealth Advisors (Florida)
Florida
$172M +$8.97M +6% 6.08% 59.7% 241 15.77% 1.5
Hurlow Wealth Management Group
4582
Hurlow Wealth Management Group
Indiana
$171M -$2.13M -1% 5.9% 55.8% 95 4.21% 3.1
Selway Asset Management
4583
Selway Asset Management
$171M -$9M -5% 4.15% 36.5% 160 55.63% 2
WHAM
4584
Windmill Hill Asset Management
United Kingdom
$171M -$22.3M -12% 4.15% 97% 23 21.74% 0.6
Argent Advisors
4585
Argent Advisors
Louisiana
$171M -$6.45M -4% 6% 63.1% 136 12.5% 2
DHJJ Financial Advisors
4586
DHJJ Financial Advisors
Illinois
$171M -$7.68M -4% 4.12% 62.5% 132 6.06% 1.5
Brown, Lisle/Cummings
4587
Brown, Lisle/Cummings
Rhode Island
$171M -$9.41M -5% 5.86% 82.3% 518 9.27% 0.6
Aegon USA Investment Management
4588
Aegon USA Investment Management
Iowa
$171M -$14.5M -8% 3.54% 39.9% 48 10.42% 1.6
Crabel Capital Management
4589
Crabel Capital Management
California
$171M -$19.3M -10% 30.2% 13.9% 93 77.42% 0.4
Kelly Financial Services
4590
Kelly Financial Services
Massachusetts
$171M -$19.6M -10% 6.16% 64.3% 723 7.88% 2.4
Vantage Consulting Group
4591
Vantage Consulting Group
Virginia
$171M -$7.17M -4% 4.31% 261% 224 9.82% 1.3
TRV GP IV
4592
TRV GP IV
Massachusetts
$171M +$19.1M +13% 42% 1,102% 5 0% 2.5
KCM
4593
Knoll Capital Management
Florida
$171M -$4.07M -2% 4.14% 258% 41 19.51% 2.6
FSB Premier Wealth Management
4594
FSB Premier Wealth Management
Iowa
$171M -$9.35M -5% 5.33% 53.9% 138 11.59% 1.3
Raleigh Capital Management
4595
Raleigh Capital Management
North Carolina
$171M -$4.66M -3% 7.78% 71.8% 860 27.56% 0.4
NewGen Asset Management
4596
NewGen Asset Management
Ontario, Canada
$171M +$13.2M +8% 8.43% 402% 33 51.52% 0.6
Genworth Financial
4597
Genworth Financial
Virginia
$171M +$32.7M +24% 5.6% 73.6% 2 0% 1.4
SLA
4598
Silver Lake Advisory
Utah
$171M -$12.4M -7% 3.33% 76.7% 100 9% 5.1
Kanen Wealth Management
4599
Kanen Wealth Management
Florida
$171M -$12.8M -7% 7.67% 328% 31 32.26% 0.8
ForthRight Wealth Management
4600
ForthRight Wealth Management
Georgia
$170M -$9.4M -5% 4.99% 44.6% 48 10.42% 1.2