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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)
Aurora Investment Managers
5051
Aurora Investment Managers
Florida
$102M – – 15.2% 74.4% 56 – 0
SCM
5052
Shoals Capital Management
Virginia
$102M +$29.5M +41% 1.31% – 22 72.73% 0.3
Altus Wealth Management
5053
Altus Wealth Management
Kentucky
$102M – – 8.25% 73% 34 – 0
swisspartners Advisors
5054
swisspartners Advisors
Switzerland
$102M – – 11.9% 73.2% 23 – 0
Hurlow Wealth Management Group
5055
Hurlow Wealth Management Group
Indiana
$102M +$8.02M +9% 6.65% 55.8% 100 10% 0.9
WESPAC Advisors
5056
WESPAC Advisors
California
$102M +$1.69M +2% 4.98% 112% 118 38.98% 1.1
Birch Capital Management
5057
Birch Capital Management
Texas
$102M – – 10.5% 48.4% 81 – 0
Jess S. Morgan & Co
5058
Jess S. Morgan & Co
California
$102M – – 15% 69.3% 43 – 0
Security National Bank of Sioux City Iowa
5059
Security National Bank of Sioux City Iowa
Iowa
$102M +$14.7M +17% 7.87% 61% 100 16% 3.5
Chronos Wealth Management
5060
Chronos Wealth Management
Florida
$102M – – 10.4% 92.3% 43 – 0
Moseley Investment Management
5061
Moseley Investment Management
Florida
$102M +$6.45M +7% 7.22% 96.6% 131 22.14% 0.6
Performa Ltd (US)
5062
Performa Ltd (US)
South Carolina
$102M +$3.95M +4% 8.36% 55.8% 13 53.85% 0.5
Corbett Road Capital Management
5063
Corbett Road Capital Management
Virginia
$102M – – 5.18% – 112 – 0
TI-Trust
5064
TI-Trust
Illinois
$102M – – 5.26% 88.8% 345 – 0
Braun-Bostich & Associates
5065
Braun-Bostich & Associates
Pennsylvania
$102M +$15.5M +18% 5.05% 64.5% 323 73.68% 0.4
Client 1st Advisory Group
5066
Client 1st Advisory Group
Florida
$101M – – 4.93% 64.5% 47 – 0
Ramiah Investment Group
5067
Ramiah Investment Group
Wisconsin
$101M – – 6.54% 62.2% 72 – 0
FCFC
5068
First Citizens Financial Corp
Iowa
$101M – – 7.32% 72.9% 93 – 0
SCC
5069
Steel Canyon Capital
Arizona
$101M -$28.9M -22% 8.94% 62.8% 27 48.15% 0.8
Saddle Point Management
5070
Saddle Point Management
New York
$101M – – 25.3% 13.6% 1 – 0
Consolidated Planning Corp
5071
Consolidated Planning Corp
Georgia
$101M – – 8.56% 84.6% 44 – 0
JSF Financial
5072
JSF Financial
California
$101M +$9.22M +10% 9.17% 91% 72 18.06% 0.8
Vantagepoint Investment Advisers
5073
Vantagepoint Investment Advisers
District of Columbia
$101M – – 5.31% 32.7% 1 – 0
KCM
5074
Key Colony Management
Arkansas
$101M – – 14.5% 113% 3 – 1.3
Farley Capital
5075
Farley Capital
New York
$101M – – 7.11% 105% 23 – 2.1