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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
JFG
4601
Jefferies Financial Group
New York
$208M -$15.7M -7% 3.36% 104% 6 0%
KTM
4602
Keeler Thomas Management
Utah
$208M -$22.8M -10% 2.87% 46.1% 79 25.32%
EWMCB
4603
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208M -$11.6M -5% 3.85% 13% 51 7.84%
HIC
4604
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 7.94% 132% 15 0%
PWM
4605
Prentice Wealth Management
New York
$208M -$5.42M -3% 4.33% 44.2% 106 11.32%
LFA
4606
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 1.86% 11.8% 91 14.29%
HP
4607
Holowesko Partners
Bahamas
$208M -$36.9M -15% 2.5% 52.1% 35 25.71%
BLC
4608
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 3.36% 61.8% 488 9.22%
RCM
4609
Rings Capital Management
Illinois
$208M -$35.5M -15% 7.35% 49.5% 7 42.86%
GAAM
4610
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 6.21% 132% 98 3.06%
ITIM
4611
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 1.89% 104% 122 5.74%
RWM
4612
RBA Wealth Management
California
$208M -$3.57M -2% 0.62% 77.7% 113 9.73%
PTP
4613
Platform Technology Partners
New York
$208M -$19.6M -9% 3.18% 238 13.03%
UFA
4614
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 4.74% 12.6% 84 21.43%
BBNB
4615
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 3.69% 44.7% 88 11.36%
DL
4616
DOHJ LLC
Washington
$208M -$15.9M -7% 5.05% 51.5% 106 21.7%
CSWM
4617
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 0.64% 21.8% 672 83.78%
NG
4618
NatWest Group
United Kingdom
$207M +$13.2M +7% 1.91% 186% 56 28.57%
3F
4619
360 Financial
Minnesota
$207M -$11.9M -5% 6.43% 56.6% 105 22.86%
WCM
4620
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 5.31% 153% 60 23.33%
KJWM
4621
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 4.73% 93.3% 71 26.76%
AM
4622
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 4.87% 79.1% 62 12.9%
MPW
4623
Monterey Private Wealth
California
$207M +$5.12M +3% 3.07% 29.8% 133 30.08%
GA
4624
Greytown Advisors
Florida
$207M -$28.4M -12% 4.16% 14.1% 122 17.21%
BM
4625
Baymount Management
Florida
$207M +$39M +23% 7 100%