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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
CFO
4701
Colony Family Offices
North Carolina
$208M +$1.07M +0.5% 3.31% 49.6% 34 23.53%
DFA
4702
DHJJ Financial Advisors
Illinois
$208M -$4.73M -2% 4.65% 56.7% 138 7.25%
JFG
4703
Jefferies Financial Group
New York
$208M -$15.7M -7% 3.36% 135% 6 0%
KTM
4704
Keeler Thomas Management
Utah
$208M -$22.8M -10% 2.87% 46.1% 79 25.32%
EWMCB
4705
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208M -$11.6M -5% 3.85% 13% 51 7.84%
HIC
4706
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 7.94% 231% 15 0%
PWM
4707
Prentice Wealth Management
New York
$208M -$5.42M -3% 4.33% 44.2% 106 11.32%
LFA
4708
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 1.86% 11.8% 91 14.29%
HP
4709
Holowesko Partners
Bahamas
$208M -$36.9M -15% 2.5% 51.1% 35 25.71%
BLC
4710
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 3.36% 72.2% 488 9.22%
RCM
4711
Rings Capital Management
Illinois
$208M -$35.5M -15% 7.35% 40.9% 7 42.86%
GAAM
4712
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 6.21% 132% 98 3.06%
ITIM
4713
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 1.89% 104% 122 5.74%
RWM
4714
RBA Wealth Management
California
$208M -$3.57M -2% 0.62% 77.7% 113 9.73%
PTP
4715
Platform Technology Partners
New York
$208M -$19.6M -9% 3.18% 238 13.03%
UFA
4716
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 4.74% 12.6% 84 21.43%
BBNB
4717
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 3.69% 44.7% 88 11.36%
DL
4718
DOHJ LLC
Washington
$208M -$15.9M -7% 5.05% 51.5% 106 21.7%
CSWM
4719
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 0.64% 21.8% 672 83.78%
NG
4720
NatWest Group
United Kingdom
$207M +$13.2M +7% 1.91% 207% 56 28.57%
3F
4721
360 Financial
Minnesota
$207M -$11.9M -5% 6.43% 82.5% 105 22.86%
WCM
4722
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 5.31% 153% 60 23.33%
KJWM
4723
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 4.73% 106% 71 26.76%
AM
4724
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 4.87% 79.1% 62 12.9%
MPW
4725
Monterey Private Wealth
California
$207M +$5.12M +3% 3.07% 29.8% 133 30.08%