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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)
Stephens Group
4976
Stephens Group
Arkansas
$225M -$26M -10% 6.01% 45% 4 0% 2.3
Tiemann Investment Advisors
4977
Tiemann Investment Advisors
California
$225M +$1.05M +0.5% 3.48% 77% 200 5.5% 6.5
Sandy Cove Advisors
4978
Sandy Cove Advisors
Massachusetts
$225M +$7.64M +4% 2.86% 78% 122 9.84% 1.8
SWMG LLC
4979
SWMG LLC
Texas
$225M +$2.46M +1% 1.74% 68.7% 108 21.3% 1.6
AFP
4980
Advus Financial Partners
Florida
$225M -$230K -0.1% 1.53% 56.5% 60 3.33% 1.9
Elmwood Wealth Management
4981
Elmwood Wealth Management
California
$225M -$9.11M -4% 0.88% 42.1% 126 5.56% 3.4
Saiph Capital
4982
Saiph Capital
New Jersey
$224M +$9.09M +4% 3.66% 52.4% 54 12.96% 1.6
WCM
4983
Wunderlich Capital Managemnt
Tennessee
$224M +$2.22M +1% 1.94% 33.6% 114 15.79% 4.5
WA
4984
Win Advisors
Florida
$224M -$3.03M -1% 6.27% 226% 86 80.23% 0.2
Daventry Group
4985
Daventry Group
New York
$224M -$26.2M -10% 6.96% 26.2% 10 20% 1.6
Whelan Financial
4986
Whelan Financial
California
$224M +$4.83M +2% 1.09% 57.9% 42 4.76% 1.8
AIC
4987
Anthracite Investment Company
Texas
$224M -$50.2M -18% 0.59% – 114 41.23% 0.4
Jacobsen Capital Management
4988
Jacobsen Capital Management
Utah
$224M +$8.22M +4% 3.25% 86.7% 102 14.71% 1.8
Brown Financial Advisors
4989
Brown Financial Advisors
Ohio
$224M – – 1.22% – 219 – 0
California First Leasing Corp
4990
California First Leasing Corp
California
$224M +$8.87M +4% 3.13% 377% 43 11.63% 1.7
Monarch Alternative Capital
4991
Monarch Alternative Capital
New York
$224M -$1.26M -0.6% 3.32% 497% 6 16.67% 0.8
Breakwater Investment Management
4992
Breakwater Investment Management
Washington
$224M +$6.23M +3% 2.06% – 329 8.21% 0.2
Trinity Financial Advisors
4993
Trinity Financial Advisors
Ohio
$223M +$1.18M +0.5% 1.49% 74.5% 89 23.6% 1.5
Hassell Wealth Management
4994
Hassell Wealth Management
Louisiana
$223M +$65.5M +42% 0.57% 49.7% 27 11.11% 1
Evernest Financial Advisors
4995
Evernest Financial Advisors
Indiana
$223M +$11.9M +6% 2.76% – 130 5.38% 2.2
Consilio Wealth Advisors
4996
Consilio Wealth Advisors
Washington
$223M +$9.45M +4% 3.08% 66.4% 65 4.62% 1.4
Beaconlight Capital
4997
Beaconlight Capital
New York
$223M -$27.8M -11% 2.71% 282% 38 36.84% 1.4
Machina Capital
4998
Machina Capital
France
$223M +$33M +17% 2.85% 34.8% 367 64.31% 0.3
OIA
4999
Optimum Investment Advisors
Illinois
$223M +$5.09M +2% 5.88% 125% 666 8.26% 5.8
Bennett Selby Investments
5000
Bennett Selby Investments
Maine
$223M +$8.43M +4% 4.35% 82.1% 72 9.72% 2.3