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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)
LJCM
4701
Lee Johnson Capital Management
Texas
$291M +$102M +54% 18.6% 118% 77 57.14% 0.6
Endeavour Capital Advisors
4702
Endeavour Capital Advisors
Connecticut
$291M +$21.1M +8% 4.98% 105% 39 25.64% 3.2
RJA Asset Management
4703
RJA Asset Management
Connecticut
$290M -$33.7M -10% 3.01% 80.2% 4 0% 2.7
Cabot-Wellington
4704
Cabot-Wellington
Massachusetts
$290M +$18.9M +7% 10.5% 65% 5 0% 4.8
BWM Planning
4705
BWM Planning
Texas
$290M +$53.9M +23% 6.66% – 85 14.12% 0.7
Moseley Investment Management
4706
Moseley Investment Management
Florida
$290M +$34.5M +13% 12.4% 96.6% 166 10.84% 3.7
Pinion Investment Advisors
4707
Pinion Investment Advisors
Kansas
$290M -$164M -36% 9.4% 75.4% 171 16.96% 3.1
EWA
4708
ERTS Wealth Advisors
Michigan
$290M -$225M -44% 6.82% 39.3% 85 69.41% 3.9
Baker Boyer National Bank
4709
Baker Boyer National Bank
Washington
$290M +$18.9M +7% 6.31% 44.7% 79 8.86% 5.4
AA
4710
AF Advisors
California
$290M -$239M -45% 0.12% 76.5% 30 33.33% 2.3
Hudson Value Partners
4711
Hudson Value Partners
Florida
$290M +$23.7M +9% 10.7% 124% 115 18.26% 2.5
Kercheville Advisors
4712
Kercheville Advisors
Texas
$290M +$44.4M +18% 16.8% 261% 113 28.32% 2.2
Stiles Financial Services
4713
Stiles Financial Services
Minnesota
$290M +$29M +11% 12% 133% 180 8.33% 2.6
Liberty Square Wealth Partners
4714
Liberty Square Wealth Partners
Pennsylvania
$289M +$27.4M +10% 8.02% – 155 11.61% 0.5
Hoxton Planning & Management
4715
Hoxton Planning & Management
West Virginia
$289M +$27.2M +10% 9.84% 77.8% 223 17.04% 1.6
NIA Impact Advisors
4716
NIA Impact Advisors
California
$289M +$20M +7% 15.9% – 105 13.33% 1.9
Rooted Wealth Advisors
4717
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 7.72% 50.8% 109 18.35% 1.5
Jeppson Wealth Management
4718
Jeppson Wealth Management
California
$289M +$15.9M +6% 8.86% 107% 221 11.31% 3.2
SA
4719
SAM Advisors
California
$289M +$22.2M +8% 9.68% 57.5% 45 17.78% 2
SFMG
4720
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 7.44% 47.3% 57 5.26% 1
Darwin Wealth Management
4721
Darwin Wealth Management
Florida
$289M -$8.55M -3% 9.85% 56.8% 681 17.62% 1.1
Henrickson Nauta Wealth Advisors
4722
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 8.76% 61.6% 85 8.24% 2.4
WPA
4723
WIT Partners Advisory
Singapore
$289M -$14M -5% 4.63% 22.7% 1 0% 1.5
Annis Gardner Whiting Capital Advisors
4724
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 11.6% 85% 1,354 47.19% 0.8
Iridian Asset Management
4725
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 5.91% 88.4% 46 10.87% 4