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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)
Ashburton (Jersey)
4751
Ashburton (Jersey)
Jersey
$178M +$9.6M +6% 16.2% – 47 14.89% 3.2
Aflac Inc
4752
Aflac Inc
Georgia
$178M -$57.8M -24% 20.1% 28.8% 5 40% 0.3
Eagle Bay Advisors
4753
Eagle Bay Advisors
New York
$178M +$16.3M +10% 8.01% 85% 1,045 15.12% 0.7
Verger Capital Management
4754
Verger Capital Management
North Carolina
$178M +$26.7M +18% 9.09% 58.3% 38 39.47% 2.4
First Citizens Asset Management
4755
First Citizens Asset Management
North Carolina
$178M +$19.9M +13% 7.56% 44.2% 45 42.22% 0.1
Wick Capital Partners
4756
Wick Capital Partners
Pennsylvania
$178M +$23.4M +15% 5.94% 60% 67 40.3% 0.6
Beaconlight Capital
4757
Beaconlight Capital
New York
$178M +$969K +0.5% 15.8% 282% 48 54.17% 0.9
Beacon Wealthcare LLC
4758
Beacon Wealthcare LLC
North Carolina
$178M +$8.2M +5% 4.51% 47% 15 26.67% 1.2
Wela Strategies
4759
Wela Strategies
Georgia
$178M +$30.3M +21% 6.49% 51.3% 46 4.35% 3.1
Sculati Wealth Management
4760
Sculati Wealth Management
Michigan
$178M +$8.62M +5% 8.46% 80.3% 118 8.47% 2.3
Horan Securities
4761
Horan Securities
United States
$178M +$15.9M +10% 8.05% 50.1% 810 22.72% 1.5
Copperwynd Financial
4762
Copperwynd Financial
Arizona
$178M +$4.19M +2% 9.64% 90% 145 24.14% 2.6
DL
4763
DOHJ LLC
Washington
$178M +$29.8M +20% 7.87% 51.5% 89 14.61% 2.1
New England Professional Planning Group
4764
New England Professional Planning Group
Rhode Island
$178M +$37.5M +27% 8.66% 64.1% 43 16.28% 3.7
BHK Investment Advisors
4765
BHK Investment Advisors
Alabama
$178M -$21.4M -11% 6.31% 54.6% 65 13.85% 3.9
Sara-Bay Financial
4766
Sara-Bay Financial
Florida
$178M -$1.96M -1% 3.77% 233% 85 10.59% 1.9
Stonehearth Capital Management
4767
Stonehearth Capital Management
Massachusetts
$178M +$14.4M +9% 8.32% 87.5% 72 15.28% 2.4
Lifeworks Advisors
4768
Lifeworks Advisors
Michigan
$178M +$1.79M +1% 11.6% 80.4% 125 10.4% 0.8
Kinnevik AB
4769
Kinnevik AB
Sweden
$177M +$58M +49% 20% 51.4% 3 33.33% 0.7
Truvestments Capital
4770
Truvestments Capital
Florida
$177M +$18.7M +12% 9.93% 131% 982 40.84% 0.8
Centurion Wealth Management
4771
Centurion Wealth Management
Virginia
$177M – – 6.58% – 155 – 0
ITIM
4772
Indiana Trust & Investment Management
Indiana
$177M +$12.5M +8% 6.55% 114% 116 6.9% 6.9
Oliver Lagore Vanvalin Investment Group
4773
Oliver Lagore Vanvalin Investment Group
Michigan
$177M +$22M +14% 6.36% – 791 24.15% 0.6
Corundum Group
4774
Corundum Group
Colorado
$177M +$18.1M +11% 8.91% 89.5% 112 14.29% 3.3
Core Wealth Management
4775
Core Wealth Management
Florida
$177M – – 7.84% 44.5% 17 – 0