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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)
Breakwater Investment Management
5076
Breakwater Investment Management
Washington
$234M -$1.09M -0.5% 0.88% – 318 4.09% 0.9
One Advisory Partners
5077
One Advisory Partners
Kansas
$234M +$8.84M +4% 1.46% 58.3% 51 17.65% 2.1
CL
5078
COWA LLC
Oklahoma
$234M +$17.1M +8% 2.21% 67.7% 131 13.74% 2.6
American Financial Group
5079
American Financial Group
Ohio
$234M +$14.4M +7% 4.38% 32.5% 62 1.61% 6.3
TOBAM
5080
TOBAM
France
$234M -$93.7M -29% 0.57% 76.5% 338 31.36% 3.1
1248 Management
5081
1248 Management
Missouri
$234M +$1.82M +0.8% 6.48% – 172 59.3% 0.1
Planning Directions
5082
Planning Directions
Pennsylvania
$234M +$61.6M +36% 0.36% 46.3% 119 36.97% 2.3
Agate Pass Investment Management
5083
Agate Pass Investment Management
Washington
$234M +$12.6M +6% 0.65% 76% 111 7.21% 2.4
Adaptive Financial Consulting
5084
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 0.34% 33.4% 21 4.76% 4.4
Sensible Money
5085
Sensible Money
Arizona
$233M +$5.31M +2% 1.87% 69.1% 84 3.57% 1.9
AFP
5086
Advus Financial Partners
Florida
$233M -$79.6K -0% 0.08% 56.5% 64 10.94% 2.3
WMA
5087
Wealth Management Associates
New Jersey
$233M -$683K -0.3% 0.51% 111% 225 12.44% 3.5
Zullo Investment Group
5088
Zullo Investment Group
Pennsylvania
$233M -$14.4M -6% 4.09% 143% 151 5.3% 2.8
Kirkoswald Asset Management
5089
Kirkoswald Asset Management
New York
$233M +$147M +170% 0% – 7 100% 0
Weinberger Asset Management
5090
Weinberger Asset Management
California
$233M -$6.26M -3% 0.21% 89.6% 82 3.66% 2.6
Wind River Trust Company
5091
Wind River Trust Company
Wyoming
$233M -$21.2M -8% 1.69% 62.1% 9 0% 9.6
Bourne Lent Asset Management
5092
Bourne Lent Asset Management
New York
$233M -$29.3M -11% 6.62% 95.1% 62 3.23% 7.1
BAM
5093
Bosun Asset Management
Illinois
$233M +$3.29M +1% 0.55% 278% 235 37.02% 1.1
Tribune Investment Group
5094
Tribune Investment Group
New York
$233M +$54.3M +30% 1.56% – 48 79.17% 0.1
Eaton-Cambridge
5095
Eaton-Cambridge
Arizona
$233M +$8.7M +4% 0.25% – 40 27.5% 1
NAH
5096
Neumann Advisory (HK)
Hong Kong
$233M -$108M -32% 30% 77.3% 10 0% 4.3
Wealth Advisors of Iowa
5097
Wealth Advisors of Iowa
Iowa
$233M +$34.3M +17% 0.29% 60.9% 77 20.78% 1.8
MCF
5098
MKA Charitable Fund
California
$233M -$32M -12% 9.09% 17.1% 1 0% 1.3
X-Square Capital
5099
X-Square Capital
Puerto Rico
$233M -$10.6M -4% 2.24% 158% 168 11.31% 3.2
Susquehanna Portfolio Strategies
5100
Susquehanna Portfolio Strategies
Pennsylvania
$233M +$203M +684% 0.32% – 173 98.27% 0