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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)
BKM Wealth Management
4951
BKM Wealth Management
Wisconsin
$243M -$875K -0.4% 0.21% 69.6% 166 8.43% 1
Midwest Heritage Bank
4952
Midwest Heritage Bank
Iowa
$243M +$27.3M +13% 1.67% 52.2% 61 14.75% 2.2
ECP ControlCo
4953
ECP ControlCo
New Jersey
$243M -$16.8M -6% 24.6% 42.5% 5 40% 2.4
AC
4954
AMS Capital
Brazil
$243M +$43.8M +22% 5.13% 63.1% 18 22.22% 1.1
Luminvest Wealth Management
4955
Luminvest Wealth Management
Arizona
$243M -$5.02M -2% 0.05% 47.7% 34 11.76% 1
Stelac Advisory Services
4956
Stelac Advisory Services
New York
$243M -$13.9M -5% 0.15% 84.9% 120 26.67% 4.6
GPI Capital
4957
GPI Capital
New York
$243M -$17.5M -7% 2.6% 261% 4 0% 3.6
Brown Financial Advisors
4958
Brown Financial Advisors
Ohio
$243M -$6.44M -3% 1.36% – 136 12.5% 0.6
Selway Asset Management
4959
Selway Asset Management
$242M -$12.1M -5% 3.05% 36.5% 80 8.75% 5.8
SoundView Advisors
4960
SoundView Advisors
Washington
$242M -$172K -0.1% 1.34% – 35 11.43% 0.2
ODFS
4961
O'Donnell Financial Services
California
$242M +$3.38M +1% 3.15% 61% 52 32.69% 1.3
Lavaca Capital
4962
Lavaca Capital
Texas
$242M -$12.4M -5% 3.16% 46.5% 312 22.12% 1.3
Carlton Hofferkamp & Jenks Wealth Management
4963
Carlton Hofferkamp & Jenks Wealth Management
Texas
$242M -$28.7M -11% 1.28% 63.9% 136 3.68% 6.2
Sharper & Granite
4964
Sharper & Granite
California
$242M +$15M +7% 0.49% 50.8% 104 4.81% 2
United Bank (Georgia)
4965
United Bank (Georgia)
Georgia
$242M +$5.26M +2% 1.12% 93.7% 116 9.48% 4.6
Kathleen S. Wright Associates
4966
Kathleen S. Wright Associates
Pennsylvania
$242M +$1.85M +0.8% 0.23% 66% 266 6.77% 2
John W. Brooker & Co
4967
John W. Brooker & Co
California
$242M +$9.9M +4% 1.39% 43.4% 80 10% 3.6
Patient Square Capital
4968
Patient Square Capital
California
$242M -$25.7M -10% 9.77% 329% 24 37.5% 0.4
25 LLC
4969
25 LLC
Missouri
$242M +$5.44M +2% 1.1% 48.7% 61 8.2% 1.5
Stonehearth Capital Management
4970
Stonehearth Capital Management
Massachusetts
$242M -$7.73M -3% 2.98% 87.5% 91 17.58% 3.1
Armor Investment Advisors
4971
Armor Investment Advisors
North Carolina
$242M -$1.67M -0.7% 2.27% 62% 164 9.15% 4.9
ACM
4972
AIGH Capital Management
Maryland
$242M -$78.3M -24% 13% 3,026% 50 42% 1.1
325 Capital
4973
325 Capital
New York
$241M -$17.2M -7% 0.3% 226% 13 23.08% 2.1
IP
4974
Investment Partners
Ohio
$241M -$1.63M -0.7% 0.24% 83.2% 153 7.84% 5.8
CWM
4975
Capital Wealth Management
Rhode Island
$241M +$7.73M +3% 0.32% 51.3% 41 2.44% 3.2