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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)
Thomas Story & Son
5476
Thomas Story & Son
Indiana
$283M +$22.3M +9% 22.6% 101% 54 7.41% 7.4
O'Connor Financial Group
5477
O'Connor Financial Group
Illinois
$283M +$38.3M +16% 11.8% 48.4% 72 23.61% 1.9
ShariaPortfolio
5478
ShariaPortfolio
Florida
$283M +$56.8M +25% 42.8% 254% 47 23.4% 1.1
Hillman Company
5479
Hillman Company
Pennsylvania
$283M +$25.4M +10% 12.6% 118% 17 35.29% 1.9
Hendley & Co
5480
Hendley & Co
Ohio
$283M +$12.3M +5% 5.93% 64.9% 48 8.33% 5.9
BKM Wealth Management
5481
BKM Wealth Management
Wisconsin
$282M +$8.49M +3% 12.1% 69.6% 162 17.28% 2
Selby Wealth Management
5482
Selby Wealth Management
California
$282M +$28.2M +11% 8.08% – 85 7.06% 0.5
Intrepid Capital Management
5483
Intrepid Capital Management
Florida
$282M +$21.5M +8% 11.4% 70.2% 112 7.14% 2.8
Keeler Thomas Management
5484
Keeler Thomas Management
Utah
$282M +$45.8M +19% 5.78% 52.1% 149 30.2% 1.1
Juno Financial Group
5485
Juno Financial Group
Virginia
$282M +$26.9M +11% 10.4% – 74 6.76% 0.5
Chicago Wealth Management
5486
Chicago Wealth Management
Illinois
$282M +$31.4M +13% 18% 134% 70 25.71% 2.2
N10 Wealth
5487
N10 Wealth
Connecticut
$282M – – 42.1% – 43 – 0
AC
5488
Athos Capital
Hong Kong
$282M -$42.5M -13% 5.58% 110% 52 42.31% 1
McNaughton Wealth Management
5489
McNaughton Wealth Management
California
$282M +$39.8M +16% 12.2% 55.6% 78 14.1% 3.8
Southern Michigan Bank & Trust
5490
Southern Michigan Bank & Trust
Michigan
$281M +$20.7M +8% 11.3% – 443 9.03% 0.2
Montz Harcus Wealth Management
5491
Montz Harcus Wealth Management
Louisiana
$281M +$33.4M +13% 14.1% 84.1% 103 12.62% 2.6
Mount Lucas Management
5492
Mount Lucas Management
Pennsylvania
$281M +$9.9M +4% 19.9% 109% 187 22.99% 1.3
Houlihan Financial Resource Group
5493
Houlihan Financial Resource Group
Virginia
$281M +$24M +9% 10% 50.6% 114 5.26% 2.5
Reliant Investment Management
5494
Reliant Investment Management
Tennessee
$281M +$73.1M +35% 19.7% 129% 61 22.95% 3.9
WA
5495
Win Advisors
Florida
$281M +$61.9M +28% 56.7% 226% 120 72.5% 0.3
Maripau Wealth Management
5496
Maripau Wealth Management
Indiana
$280M +$53M +23% 11.9% 55.6% 186 15.59% 1.4
Fluent Financial
5497
Fluent Financial
Texas
$280M +$6.9M +3% 8.91% 46.9% 68 52.94% 1.6
TradeWell Securities
5498
TradeWell Securities
Indiana
$280M +$42.9M +18% 18.3% – 54 11.11% 1.2
ERFOTCOFW
5499
Employees Retirement Fund of the City of Fort Worth
Texas
$280M +$49.7M +22% 4.2% 30.5% 22 9.09% 1.9
Sagil Capital
5500
Sagil Capital
United Kingdom
$280M +$17.1M +7% 2.75% 104% 31 58.06% 0.4