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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)
SA
4901
Skyline Advisors
Washington
$258M +$14.8M +6% 0.99% 52% 107 26.17% 0.8
My Legacy Advisors
4902
My Legacy Advisors
Oregon
$258M +$4.37M +2% 0.03% 49.1% 203 6.9% 2
AP
4903
Arlington Partners
Alabama
$258M +$1.93M +0.8% 1.22% 46.4% 59 3.39% 2.7
Libra Wealth
4904
Libra Wealth
California
$257M +$6.89M +3% 0.49% 58.2% 57 7.02% 2.3
RFG
4905
RFP Financial Group
Georgia
$257M -$49.8M -16% 1.07% 53.2% 124 20.16% 1.4
Bear Mountain Capital
4906
Bear Mountain Capital
Washington
$257M +$3.63M +1% 2.58% 43% 191 17.28% 0.9
United Community Bank
4907
United Community Bank
South Carolina
$257M +$758K +0.3% 0.31% 72.7% 421 18.05% 1.7
Lunt Capital Management
4908
Lunt Capital Management
Utah
$257M +$43M +20% 0.48% 36.9% 97 21.65% 1.2
DHJJ Financial Advisors
4909
DHJJ Financial Advisors
Illinois
$257M +$4.04M +2% 0.82% 62.5% 910 4.4% 1.4
LA
4910
LFL Advisers
Illinois
$257M -$22.2M -8% 2.47% 83% 10 10% 6.9
EFM
4911
Eley Financial Management
Vermont
$257M +$8.2M +3% 0.98% 74.9% 69 4.35% 1.7
Compass Capital Corp
4912
Compass Capital Corp
Massachusetts
$257M – – 3.06% – 201 – 0
Windward Private Wealth Management
4913
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 2.54% 35.5% 48 6.25% 3.4
Stelac Advisory Services
4914
Stelac Advisory Services
New York
$256M +$9.7M +4% 0.59% 84.9% 114 12.28% 4.3
Watershed Private Wealth
4915
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 1.3% 80.3% 120 12.5% 1.4
Moseley Investment Management
4916
Moseley Investment Management
Florida
$256M +$5.57M +2% 5.95% 96.6% 159 10.06% 3.7
SC
4917
Schiavi & Co
Delaware
$256M -$19.4M -7% 5.54% 41.4% 40 20% 1.7
First Bankers Trust
4918
First Bankers Trust
Kentucky
$256M -$4.03M -2% 1.05% 78.9% 134 4.48% 6.8
Game Creek Capital
4919
Game Creek Capital
Massachusetts
$256M +$35.4M +16% 2.18% 176% 87 22.99% 2.8
Core Wealth Management
4920
Core Wealth Management
Florida
$256M +$9.39M +4% 3.1% 44.5% 30 10% 1.4
Rooted Wealth Advisors
4921
Rooted Wealth Advisors
Illinois
$256M +$31.6M +14% 0.16% 57.3% 100 12% 1.3
CIA
4922
Cape Investment Advisory
Georgia
$256M +$9.04M +4% 1.25% 72.5% 1,173 21.31% 1.2
Team Hewins
4923
Team Hewins
California
$256M -$5.73M -2% 2.42% 60.5% 41 14.63% 1
Socorro Asset Management
4924
Socorro Asset Management
Texas
$256M -$7.71M -3% 3.87% 43.8% 34 11.76% 2.6
RFMS
4925
RWQ Financial Management Services
Florida
$256M -$33M -11% 15.3% 446% 28 28.57% 1.6