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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)
Waterford Advisors
4976
Waterford Advisors
New York
$241M +$44.5M +23% 1.01% 50.5% 54 20.37% 1.6
Christopher J. Hasenberg
4977
Christopher J. Hasenberg
Wisconsin
$241M -$7.2M -3% 1.43% – 224 21.88% 0.7
EFH
4978
Eaton Financial Holdings
Florida
$241M -$18.8M -7% 2.42% – 70 20% 1.4
Yukon Wealth Management
4979
Yukon Wealth Management
Kansas
$241M – – 3.27% – 102 – 0
CCM
4980
Consolidated Capital Management
California
$241M +$11.5M +5% 0.78% 166% 51 41.18% 3.4
Valor Management
4981
Valor Management
Illinois
$241M -$8.58M -3% 3.36% 14.5% 4 0% 1.8
Bank OZK
4982
Bank OZK
Arkansas
$240M -$754K -0.3% 1.3% 112% 148 5.41% 6.4
TFR Capital
4983
TFR Capital
Texas
$240M +$38.9M +19% 2.77% – 154 27.92% 0.2
Acorn Wealth Advisors
4984
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 0.46% 58.8% 241 6.64% 3.4
Lincoln Capital Corp
4985
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 1.05% 82% 99 21.21% 2.8
Morgan Dempsey Capital Management
4986
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.65M -3% 6.66% 52.1% 142 15.49% 3.1
LFP
4987
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 1.69% 65.4% 85 15.29% 1.2
14B Capital Management
4988
14B Capital Management
California
$240M +$10.3M +4% 3.49% – 12 16.67% 0.9
Tiller Private Wealth
4989
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 1.74% 60.2% 60 16.67% 3.7
Squire Investment Management Company
4990
Squire Investment Management Company
Utah
$240M +$12.7M +6% 1.46% 62.4% 70 14.29% 1.1
Waterway Wealth Management
4991
Waterway Wealth Management
Texas
$240M +$12.6M +6% 0.74% 52.2% 89 28.09% 0.8
StrongBox Wealth
4992
StrongBox Wealth
Missouri
$240M +$3.68M +2% 0.82% 63.9% 95 13.68% 3
HTG Investment Advisors
4993
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 0.03% 57.4% 69 7.25% 1.8
Brand Asset Management Group
4994
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 1.65% 70.2% 94 10.64% 4.8
WIM
4995
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 8.68% – 17 23.53% 0.4
Gen-Wealth Partners
4996
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 0.41% – 677 12.56% 0.9
SIM
4997
Synergy Investment Management
Florida
$239M +$6.94M +3% 1.84% – 678 17.85% 0.2
Consilio Wealth Advisors
4998
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 4.55% 66.4% 81 23.46% 1.7
JCIC Asset Management
4999
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 2.87% – 165 19.39% 2.9
Investment Research & Advisory Group
5000
Investment Research & Advisory Group
Georgia
$239M -$1.64M -0.7% 2.09% 105% 258 22.48% 2.8