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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)
Aull & Monroe Investment Management
4751
Aull & Monroe Investment Management
Alabama
$199M +$2.32M +1% 2.48% 98.3% 134 2.24% 7.3
Financial Partners Group (Tennessee)
4752
Financial Partners Group (Tennessee)
Tennessee
$199M +$7.54M +4% 8.29% – 82 15.85% 0.4
Forza Wealth Management
4753
Forza Wealth Management
Florida
$199M +$4.4M +2% 3.28% 69.8% 184 4.35% 0.4
Hixon Zuercher
4754
Hixon Zuercher
Ohio
$199M +$29.9M +18% 9.31% 101% 62 16.13% 2.5
BC
4755
Bullfrog Capital
California
$198M +$31.3M +19% 25% – 3 0% 1.5
ECG
4756
EPIQ Capital Group
California
$198M -$317K -0.2% 5.11% 6.25% 55 5.45% 2.3
Abacus FCF Advisors
4757
Abacus FCF Advisors
Florida
$198M +$11.7M +6% 9.57% 197% 149 15.44% 1.5
Chase Investment Counsel
4758
Chase Investment Counsel
Virginia
$198M +$17.5M +10% 14.5% 350% 126 50.79% 1.6
BTS Asset Management
4759
BTS Asset Management
Massachusetts
$198M +$23.1M +13% 0.16% 8.8% 50 34% 1.2
Psagot Value Holdings
4760
Psagot Value Holdings
Israel
$198M -$42.1M -18% 11.8% 45.9% 656 36.89% 1.5
Helen Stephens Group
4761
Helen Stephens Group
Texas
$198M +$5.4M +3% 4.24% 53.4% 74 12.16% 1.2
Vista Investment Management
4762
Vista Investment Management
Pennsylvania
$198M +$8.33M +4% 4.04% 54.4% 171 8.19% 3.9
Turim 21 Investimentos
4763
Turim 21 Investimentos
Brazil
$197M +$98.5M +100% 4.93% 62.1% 84 30.95% 1.3
Greenhaven Road Investment Management
4764
Greenhaven Road Investment Management
Connecticut
$197M +$23.2M +13% 18.5% 70.2% 41 26.83% 1.5
Miller Equity Capital Advisors
4765
Miller Equity Capital Advisors
Texas
$197M +$18.3M +10% 6.81% 23.7% 50 0% 3
Shayne & Jacobs LLC
4766
Shayne & Jacobs LLC
Tennessee
$197M +$13.8M +8% 8% 79.4% 37 8.11% 5.8
DVF
4767
Discovery Value Fund
Singapore
$197M -$1.37M -0.7% 13.6% 210% 6 33.33% 1.7
Lowe Wealth Advisors
4768
Lowe Wealth Advisors
Maryland
$197M +$11.3M +6% 4.69% 63.3% 368 7.88% 4.6
Wills Financial Group
4769
Wills Financial Group
Virginia
$197M +$11.5M +6% 6.51% 57.5% 68 7.35% 4.4
Delphi Financial Group
4770
Delphi Financial Group
Delaware
$197M -$5.82M -3% 1.7% 66.3% 35 25.71% 2.7
CJM Wealth Advisers
4771
CJM Wealth Advisers
Virginia
$197M +$21.3M +12% 6.57% 71.5% 59 13.56% 1.3
Core Wealth Management
4772
Core Wealth Management
Florida
$197M +$11.8M +6% 2.58% 44.5% 24 16.67% 0.4
Beddow Capital Management
4773
Beddow Capital Management
Wyoming
$197M -$2.73M -1% 0.31% 50.7% 54 3.7% 4.5
Enzi Wealth
4774
Enzi Wealth
Texas
$197M +$1.69M +0.9% 5.85% 77% 72 29.17% 0.6
Tiemann Investment Advisors
4775
Tiemann Investment Advisors
California
$196M +$13.5M +7% 7.02% 77% 198 7.07% 6