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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)
WD Rutherford
5326
WD Rutherford
Oregon
$156M +$14.5M +10% 12.9% 170% 83 12.05% 2
Concentrum Wealth Management
5327
Concentrum Wealth Management
California
$156M +$21.5M +16% 21.5% 174% 63 17.46% 2.4
Family Investment Center
5328
Family Investment Center
Missouri
$156M +$10.7M +7% 3.03% 53.1% 52 7.69% 0.5
McNaughton Wealth Management
5329
McNaughton Wealth Management
California
$156M +$5.53M +4% 3.29% 55.6% 56 7.14% 2.7
LBC
5330
Lawrence B. Cohen
$156M +$7.22M +5% 9.54% 41.8% 66 6.06% 5.6
KCM
5331
Kempner Capital Management
Texas
$156M -$15M -9% 0.11% 60.9% 60 15% 4.2
MB, Levis & Associates
5332
MB, Levis & Associates
Pennsylvania
$156M +$12.4M +9% 2.39% 43.1% 291 6.53% 0.5
Ascension Capital Advisors
5333
Ascension Capital Advisors
Texas
$156M +$26.6M +21% 4.32% 59.3% 39 12.82% 2.2
First Financial Corp
5334
First Financial Corp
Indiana
$156M -$4.79M -3% 4.38% 95.3% 382 12.83% 6.9
Northeast Financial Group
5335
Northeast Financial Group
Pennsylvania
$156M +$17.4M +13% 3.47% 31.6% 66 24.24% 1.1
Abbot Financial Management
5336
Abbot Financial Management
Massachusetts
$156M +$6.86M +5% 7.8% 102% 115 4.35% 4.4
Tieton Capital Management
5337
Tieton Capital Management
Washington
$156M +$15.4M +11% 10.5% 172% 32 6.25% 4.5
Aurora Investment Counsel
5338
Aurora Investment Counsel
Georgia
$156M +$2.72M +2% 3.48% 31.7% 126 19.05% 1.2
Mitsubishi UFJ Asset Management (UK)
5339
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$948K +0.6% 6.23% 151% 102 16.67% 1.7
Lynch Asset Management
5340
Lynch Asset Management
Pennsylvania
$155M +$16M +12% 15.2% 190% 48 4.17% 1.3
Phoenix Asset Management Partners
5341
Phoenix Asset Management Partners
$155M +$34.6M +29% 37.9% 139% 13 7.69% 0.5
Five Oceans Advisors
5342
Five Oceans Advisors
California
$155M +$756K +0.5% 5.26% 85.3% 165 11.52% 1.2
CC
5343
Codex Capital
New York
$155M +$10.1M +7% 17.5% 84.4% 38 5.26% 2.2
Fifth Third Wealth Advisors
5344
Fifth Third Wealth Advisors
Ohio
$155M +$101M +187% 8.93% 114% 139 46.04% 0.1
Carlsbad Wealth Advisory Group
5345
Carlsbad Wealth Advisory Group
California
$155M – – 4.41% – 45 – 0
Morris Financial Concepts
5346
Morris Financial Concepts
South Carolina
$155M +$12.8M +9% 4.92% 56.5% 161 11.18% 1.1
Next Level Private
5347
Next Level Private
New York
$155M +$27.6M +22% 5.67% 95.9% 104 40.38% 0.5
BM
5348
Bislett Management
California
$155M +$4.03M +3% 5.81% 19.8% 13 0% 6.1
CIA
5349
Citadel Investment Advisory
Ohio
$155M +$7.67M +5% 6.25% 66.1% 80 1.25% 2.3
Fortress Wealth Management
5350
Fortress Wealth Management
California
$155M +$11.8M +8% 2.17% 52.1% 65 18.46% 1.1