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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)
SLA
5176
Silver Lake Advisory
Utah
$162M -$24.9M -13% 3.03% 76.7% 95 46.32% 6.1
Watershed Private Wealth
5177
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 3.47% 71.4% 100 16% 0.6
Leicht Financial Planning & Wealth Management
5178
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 3.57% 46.3% 22 18.18% 1.6
Highline Wealth Partners
5179
Highline Wealth Partners
California
$162M +$3.14M +2% 2.59% 93.8% 403 16.87% 0.8
IGYL
5180
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 1.53% 80.5% 3 0% 3.5
JKSF
5181
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 14% 30.8% 4 0% 1.6
Ausbil Investment Management
5182
Ausbil Investment Management
Australia
$162M +$222K +0.1% 3.55% 115% 71 45.07% 0.4
Game Creek Capital
5183
Game Creek Capital
Massachusetts
$162M -$16.1M -9% 0.2% 176% 73 31.51% 2.9
ACT Advisors
5184
ACT Advisors
North Carolina
$161M +$10.1M +7% 2.48% 75.4% 40 37.5% 1.3
New England Professional Planning Group
5185
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 3.96% 64.1% 41 2.44% 4.6
Omnia Family Wealth
5186
Omnia Family Wealth
Florida
$161M +$14.2M +10% 1.43% 80.6% 73 21.92% 4.4
Trinity Wealth Management
5187
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 2.79% 56.7% 46 13.04% 2.1
Kize Capital
5188
Kize Capital
New York
$161M -$39.5M -20% 3.02% 34.7% 6 0% 2.3
Vector Capital Management
5189
Vector Capital Management
California
$161M -$148M -48% 41.1% 42.7% 5 20% 2.5
Whitaker-Myers Wealth Managers
5190
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 3.27% 75.2% 82 17.07% 0.6
Kensington Investment Counsel
5191
Kensington Investment Counsel
California
$161M +$3.35M +2% 2.34% 81.9% 103 9.71% 2
Thomist Capital Management
5192
Thomist Capital Management
Texas
$161M +$1.56M +1% 7.4% 71.2% 35 65.71% 0.2
Asset Management Resources
5193
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 2.61% – 61 11.48% 1.3
GeoSphere Capital Management
5194
GeoSphere Capital Management
Florida
$161M +$42.3M +36% 29.7% 446% 41 68.29% 0.4
BHCM
5195
Boulder Hill Capital Management
New York
$161M +$109M +210% 0.19% – 166 93.37% 0.1
Jentner Corp
5196
Jentner Corp
Ohio
$161M +$525K +0.3% 3.27% 38.9% 45 2.22% 3.8
360 Financial
5197
360 Financial
Minnesota
$161M -$32.6M -17% 3.4% 82.5% 92 30.43% 2.6
13D Management
5198
13D Management
New York
$161M -$22.5M -12% 1.62% 157% 32 25% 1.4
Left Brain Wealth Management
5199
Left Brain Wealth Management
Illinois
$161M -$3.2M -2% 0.23% 376% 84 7.14% 0.6
Lindenwold Advisors
5200
Lindenwold Advisors
Pennsylvania
$161M -$2.54M -2% 2.93% 75% 117 9.4% 1.5