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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)
Horan Securities
4701
Horan Securities
United States
$94.3M +$8.63M +10% 9.72% 50.1% 247 11.74% 1.5
JCM
4702
Jayhawk Capital Management
Kansas
$94.2M +$4.73M +5% 8.84% – 1 0% 1.3
Signet Investment Advisory Group
4703
Signet Investment Advisory Group
Rhode Island
$94.1M +$4.96M +6% 11.5% 59.6% 203 64.53% 0.2
MG
4704
Mitchell Group
Texas
$94M -$31.5M -25% 22.5% 0.96% 44 29.55% 3
TLW Wealth Management
4705
TLW Wealth Management
Florida
$93.7M -$3.03M -3% 13.9% 82.9% 46 97.83% 0
Hurlow Wealth Management Group
4706
Hurlow Wealth Management Group
Indiana
$93.2M +$10.3M +12% 13.1% 55.8% 98 10.2% 0.2
EnTrust Global Partners Offshore
4707
EnTrust Global Partners Offshore
New York
$93.1M -$48M -34% 14.9% – 91 50.55% 0.4
DFPG Investments
4708
DFPG Investments
Utah
$93.1M +$17.6M +23% 12.6% 38.2% 145 21.38% 0.2
GIM
4709
Greenwich Investment Management
Connecticut
$93M +$11.7M +14% 11.3% – 66 12.12% 2.1
Mountain Capital Investment Advisors
4710
Mountain Capital Investment Advisors
Colorado
$92.9M +$21M +29% 11.9% 63.3% 48 39.58% 0.8
Credit Capital Investments
4711
Credit Capital Investments
New Jersey
$92.9M +$19.2M +26% 19.3% 500% 39 17.95% 1.3
Fairfield University
4712
Fairfield University
Connecticut
$92.9M +$10.3M +12% 12.4% 61.9% 4 0% 1.9
DI
4713
DAGCO Inc
Ohio
$92.8M +$12.2M +15% 11.7% 75% 93 6.45% 0.2
Independence Wealth Advisors
4714
Independence Wealth Advisors
Virginia
$92.7M +$9.5M +11% 9.52% 34.1% 21 9.52% 1.1
FSI Group
4715
FSI Group
Ohio
$92.7M +$14.2M +18% 8.55% 44.1% 38 42.11% 0.9
Cox Capital Management
4716
Cox Capital Management
Massachusetts
$92.6M +$7.23M +8% 12% 106% 68 7.35% 0.7
SCA
4717
Strategic Capital Advisers
Colorado
$92.5M -$708K -0.8% 13.8% 51.4% 60 23.33% 1
CRA
4718
Circle Road Advisors
New York
$92.5M -$12.7M -12% 10.7% – 30 73.33% 0.4
Pasadena Private Wealth
4719
Pasadena Private Wealth
California
$92.4M +$17.6M +24% 13% 53% 54 61.11% 0.1
Hollow Brook Wealth Management
4720
Hollow Brook Wealth Management
New York
$92.2M -$1.41M -2% 12.8% 92.8% 50 14% 3.2
Vontobel Swiss Wealth Advisors
4721
Vontobel Swiss Wealth Advisors
Switzerland
$92.1M -$42.4M -32% 12.5% 70.1% 84 40.48% 2
Crabel Capital Management
4722
Crabel Capital Management
California
$91.9M -$2.52M -3% 7.01% 13.9% 86 77.91% 0.2
FFL Partners
4723
FFL Partners
California
$91.9M -$46.6M -34% 5.69% 36.1% 2 50% 1.3
WA
4724
WP Advisors
California
$91.9M -$9.6M -9% 11.1% 113% 177 67.23% 0.6
Advocacy Wealth Management Services
4725
Advocacy Wealth Management Services
Georgia
$91.8M -$40.9M -31% 7.18% 48.3% 185 40% 2.4