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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 Counsel
5326
Aurora Investment Counsel
Georgia
$143M +$7.55M +6% 4.06% 31.7% 144 39.58% 0.8
GAM
5327
Geier Asset Management
Maryland
$143M +$6.53M +5% 7.79% – 89 10.11% 0.5
WFWM
5328
Wechter Feldman Wealth Management
New Jersey
$143M +$7.27M +5% 5.53% 53.8% 27 22.22% 2.7
Jentner Corp
5329
Jentner Corp
Ohio
$143M +$14.5M +11% 5.12% 38.9% 32 9.38% 3
Trinity Financial Advisors
5330
Trinity Financial Advisors
Ohio
$143M +$13.5M +10% 5.12% 74.5% 54 16.67% 0.4
McNaughton Wealth Management
5331
McNaughton Wealth Management
California
$143M +$12M +9% 4.33% 55.6% 51 3.92% 1.2
Trust Company
5332
Trust Company
Kansas
$143M +$3.84M +3% 6.64% 40.6% 343 13.12% 3.7
Solas Capital Management
5333
Solas Capital Management
Connecticut
$143M +$23.6M +20% 16.3% 62.5% 27 25.93% 1.1
TPG Financial Advisors
5334
TPG Financial Advisors
Oregon
$142M -$963K -0.7% 4.64% – 41 12.2% 1.9
SIP
5335
Scott Investment Partners
United Kingdom
$142M +$6.34M +5% 3.98% 44% 45 0% 0.5
PI
5336
Pachira Investments
California
$142M +$6.36M +5% 3.74% 82.3% 30 23.33% 1.6
IVC Wealth Advisors
5337
IVC Wealth Advisors
Pennsylvania
$142M +$15.3M +12% 7.12% 70.8% 136 11.03% 0.4
Pointe Capital Management
5338
Pointe Capital Management
Michigan
$142M +$1.01M +0.7% 6.26% 62.6% 154 9.74% 3.1
GCM
5339
Garland Capital Management
Washington
$142M +$9.6M +7% 6.57% 55.7% 32 6.25% 5
SV
5340
Stilwell Value
New York
$142M -$6.84M -5% 6.22% 87.9% 38 10.53% 3.3
Sittner & Nelson
5341
Sittner & Nelson
Oregon
$142M +$7.84M +6% 8.23% 88.1% 421 8.31% 0.5
AIFAIM
5342
American Institute for Advanced Investment Management
Arizona
$142M +$10.9M +8% 5.08% 72.8% 118 6.78% 1.1
BG
5343
BRX Global
New York
$142M +$24.5M +21% 12.1% 65.8% 11 36.36% 0.4
Adams Chetwood Wealth Management
5344
Adams Chetwood Wealth Management
North Carolina
$142M +$10.5M +8% 6.86% – 77 5.19% 1.3
RCA
5345
Reitz Capital Advisors
Michigan
$142M +$6.38M +5% 4.89% 11% 55 21.82% 1.3
AMAL
5346
Asset Management Advisors LLC
Oklahoma
$142M +$9.5M +7% 4.66% 124% 19 26.32% 3.3
Must Asset Management
5347
Must Asset Management
South Korea
$142M +$14M +11% 8.63% 65.2% 37 24.32% 0.4
Tabor Asset Management
5348
Tabor Asset Management
New York
$142M +$1.75M +1% 12.4% 214% 45 55.56% 0.3
Ivy Lane Capital Management
5349
Ivy Lane Capital Management
Florida
$141M +$25.2M +22% 15.1% 101% 9 11.11% 0.4
OGF
5350
Orin Green Financial
California
$141M +$18.5M +15% 6.14% 59.1% 69 11.59% 0.5