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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)
SCM
5151
Stonehill Capital Management
New York
$236M +$69.5M +42% 2.49% 117% 12 16.67% 1.3
25 LLC
5152
25 LLC
Missouri
$236M +$5.84M +3% 2.59% 48.7% 60 15% 1.3
Hillman Company
5153
Hillman Company
Pennsylvania
$236M +$6.8M +3% 4.84% 118% 14 14.29% 2.1
StrongBox Wealth
5154
StrongBox Wealth
Missouri
$236M +$2.82M +1% 1.24% 63.9% 95 14.74% 2.8
LAM
5155
Lountzis Asset Management
Pennsylvania
$236M -$4.37M -2% 1.75% 124% 49 4.08% 3.1
1 North Wealth Services
5156
1 North Wealth Services
Maryland
$236M – – 1.11% – 59 – 3.8
Tiller Private Wealth
5157
Tiller Private Wealth
Pennsylvania
$236M -$5.31M -2% 1.73% 60.2% 59 10.17% 3.4
VWM
5158
VCI Wealth Management
Missouri
$236M +$11M +5% 2.56% 86.3% 110 36.36% 0.5
Accretive Wealth Partners
5159
Accretive Wealth Partners
New Jersey
$236M -$3.5M -1% 0.26% 64.4% 134 9.7% 2.9
Beacon Bridge Wealth Partners
5160
Beacon Bridge Wealth Partners
Pennsylvania
$235M +$2.72M +1% 0.2% 52% 94 13.83% 1.4
Breakwater Investment Management
5161
Breakwater Investment Management
Washington
$235M -$4.27M -2% 1.47% – 319 5.96% 0.7
New Century Financial Group
5162
New Century Financial Group
New Jersey
$235M -$37.6M -14% 1.68% – 341 24.93% 0.6
HIS
5163
Horizon Investment Services
Indiana
$235M +$1.19M +0.5% 10.7% 250% 141 26.24% 2.9
OMC Financial Services
5164
OMC Financial Services
New York
$235M +$23.6M +11% 5.2% – 62 3.23% 0.7
Brick & Kyle Associates
5165
Brick & Kyle Associates
Pennsylvania
$235M +$1.69M +0.7% 0.31% 116% 63 15.87% 5.2
Jacobsen Capital Management
5166
Jacobsen Capital Management
Utah
$235M -$2.72M -1% 0% 97.3% 105 12.38% 2.3
Dean Capital Management
5167
Dean Capital Management
Kansas
$235M -$674K -0.3% 0.14% 89.7% 149 16.78% 1.1
First National Bank Sioux Falls
5168
First National Bank Sioux Falls
South Dakota
$235M +$14.9M +7% 0.68% 70.3% 131 4.58% 4.5
EAM
5169
Eukles Asset Management
Ohio
$235M -$14.4M -6% 0.4% 87.9% 246 9.35% 4.2
Lowe Wealth Advisors
5170
Lowe Wealth Advisors
Maryland
$235M +$2.53M +1% 0.11% 63.3% 378 20.63% 4.8
Siligmueller & Norvid Wealth Advisors
5171
Siligmueller & Norvid Wealth Advisors
Illinois
$235M – – 0.27% – 93 – 0
Houlihan Financial Resource Group
5172
Houlihan Financial Resource Group
Virginia
$235M -$7.24M -3% 1.27% 50.6% 109 7.34% 2.2
Brown University
5173
Brown University
Rhode Island
$235M -$12.5M -5% 8.1% 40.1% 14 42.86% 1.7
Jessup Wealth Management
5174
Jessup Wealth Management
Ohio
$235M +$16.5M +8% 4.32% 181% 74 28.38% 1
Altman Advisors
5175
Altman Advisors
Illinois
$235M +$9.8M +4% 2.71% 143% 99 9.09% 2.1