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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)
Tillar-Wenstrup Advisors
4701
Tillar-Wenstrup Advisors
Ohio
$209M -$3.59M -2% 3.44% 27.4% 46 15.22% 1.8
Rockwood Wealth Management
4702
Rockwood Wealth Management
Pennsylvania
$209M -$16.5M -7% 4.49% 52.6% 128 50.78% 0.2
Colony Family Offices
4703
Colony Family Offices
North Carolina
$208M +$1.07M +0.5% 3.31% 53.9% 34 23.53% 0.8
DHJJ Financial Advisors
4704
DHJJ Financial Advisors
Illinois
$208M -$4.73M -2% 4.65% 62.5% 138 7.25% 1
Jefferies Financial Group
4705
Jefferies Financial Group
New York
$208M -$15.7M -7% 3.36% 135% 6 0% 2.1
Keeler Thomas Management
4706
Keeler Thomas Management
Utah
$208M -$22.8M -10% 2.87% 52.1% 79 25.32% 2.2
EisnerAmper Wealth Management Corporate Benefits
4707
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208M -$11.6M -5% 3.85% 13% 51 7.84% 3.7
HIC
4708
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 7.94% 218% 15 0% 3.8
Prentice Wealth Management
4709
Prentice Wealth Management
New York
$208M -$5.42M -3% 4.33% 47.8% 106 11.32% 0.9
Landmark Financial Advisors
4710
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 1.86% 11.8% 91 14.29% 3.8
Holowesko Partners
4711
Holowesko Partners
Bahamas
$208M -$36.9M -15% 2.5% 51.1% 35 25.71% 2.9
Brown, Lisle/Cummings
4712
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 3.36% 82.3% 488 9.22% 0.2
Rings Capital Management
4713
Rings Capital Management
Illinois
$208M -$35.5M -15% 7.35% 40.9% 7 42.86% 2
Guinness Atkinson Asset Management
4714
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 6.21% 132% 98 3.06% 4.1
ITIM
4715
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 1.89% 114% 122 5.74% 6.2
RBA Wealth Management
4716
RBA Wealth Management
California
$208M -$3.57M -2% 0.62% 91% 113 9.73% 0.6
Platform Technology Partners
4717
Platform Technology Partners
New York
$208M -$19.6M -9% 3.18% – 238 13.03% 1.6
US Financial Advisors
4718
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 4.74% 12.6% 84 21.43% 2.1
Baker Boyer National Bank
4719
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 3.69% 44.7% 88 11.36% 4
DL
4720
DOHJ LLC
Washington
$208M -$15.9M -7% 5.05% 51.5% 106 21.7% 1.6
Cassady Schiller Wealth Management
4721
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 0.64% 21.8% 672 83.78% 0.2
NatWest Group
4722
NatWest Group
United Kingdom
$207M +$13.2M +7% 1.91% 207% 56 28.57% 4.2
360 Financial
4723
360 Financial
Minnesota
$207M -$11.9M -5% 6.43% 82.5% 105 22.86% 1.5
Wisconsin Capital Management
4724
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 5.31% 153% 60 23.33% 3.4
Kiley Juergens Wealth Management
4725
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 4.73% 106% 71 26.76% 2.9