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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)
Charles-Lim Capital
5126
Charles-Lim Capital
Hong Kong
$319M +$18.1M +6% 16.5% 4.44% 7 42.86% 3.5
Tiller Private Wealth
5127
Tiller Private Wealth
Pennsylvania
$319M +$37.8M +13% 15% 60.2% 72 12.5% 3.4
Shaker Financial Services
5128
Shaker Financial Services
Virginia
$319M +$32.3M +11% 7.31% 12.9% 170 27.65% 2.3
Barnes Pettey Financial Advisors
5129
Barnes Pettey Financial Advisors
Mississippi
$319M +$89.7M +39% 14.1% 79.7% 177 12.99% 2.1
Centerline Wealth Advisors
5130
Centerline Wealth Advisors
Kentucky
$319M +$41.2M +15% 14.5% – 82 14.63% 0.8
Axiom Financial Strategies
5131
Axiom Financial Strategies
Indiana
$319M +$35M +12% 12.8% 54.5% 35 11.43% 1.1
Powers Advisory Group
5132
Powers Advisory Group
Illinois
$319M +$35.5M +13% 8.3% 49.8% 133 8.27% 3
TTA
5133
Thor Trading Advisors
Pennsylvania
$319M +$77.3M +32% 16.2% – 41 75.61% 0.3
SA
5134
Skyline Advisors
Washington
$319M +$32M +11% 10% 52% 132 15.91% 1.5
Berkeley Inc
5135
Berkeley Inc
Idaho
$319M +$20.6M +7% 9% 49.4% 88 10.23% 3.1
Summa Corp
5136
Summa Corp
Texas
$319M +$76.7M +32% 58.9% 348% 90 15.56% 1.4
Arcadia Wealth Management (New Hampshire)
5137
Arcadia Wealth Management (New Hampshire)
New Hampshire
$319M +$42.2M +15% 11.3% 55.5% 73 17.81% 2.2
Beacon Investment Advisors
5138
Beacon Investment Advisors
Maryland
$318M +$53.5M +20% 26.5% 96.4% 182 8.24% 2.5
Chaney Capital Management
5139
Chaney Capital Management
Washington
$318M +$34.4M +12% 14% – 47 17.02% 1.8
ShoreHaven Wealth Partners
5140
ShoreHaven Wealth Partners
New Jersey
$318M +$39.4M +14% 14.3% 72.4% 114 16.67% 2.4
Sittner & Nelson
5141
Sittner & Nelson
Oregon
$318M +$44.3M +16% 15.2% 88.1% 650 18% 3.3
Nixon Capital
5142
Nixon Capital
Texas
$318M +$25M +9% 19.9% 118% 27 40.74% 1.1
GoodHaven Capital Management
5143
GoodHaven Capital Management
New Jersey
$318M +$30.7M +11% 9.98% 80.7% 26 0% 6.1
Cambridge Financial Group (Arizona)
5144
Cambridge Financial Group (Arizona)
Arizona
$318M +$22.2M +8% 13.3% 69.5% 177 17.51% 2
Mills Wealth Advisors
5145
Mills Wealth Advisors
Texas
$318M +$31.3M +11% 6.56% 37.9% 88 22.73% 1.8
Boothe Investment Group
5146
Boothe Investment Group
Delaware
$317M +$6.73M +2% 10.7% 75.6% 41 9.76% 2.4
Genesee Capital Advisors
5147
Genesee Capital Advisors
New York
$317M +$78.7M +33% 25.3% 107% 181 28.73% 1.9
Theory Financial
5148
Theory Financial
Colorado
$317M +$32.4M +11% 13.2% 54.5% 104 14.42% 2
Wealthspan Partners
5149
Wealthspan Partners
Iowa
$317M +$33.5M +12% 9.99% 65% 133 10.53% 2.8
Medallion Wealth Advisors
5150
Medallion Wealth Advisors
Connecticut
$317M +$11M +4% 12.7% – 1,314 21.77% 1.1