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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)
TBBL
5776
True Blue (BVI) Ltd
$232M +$24.3M +12% 14.2% – 4 0% 1
WJ Interests
5777
WJ Interests
Texas
$232M -$15.2M -6% 1.36% 55.2% 25 24% 2.2
Alternative Investment Advisors
5778
Alternative Investment Advisors
Florida
$232M +$12.4M +6% 2.7% 78.6% 67 20.9% 1.3
SIA
5779
Schear Investment Advisers
Ohio
$232M +$7.83M +3% 7.32% 241% 86 12.79% 2.5
Harper Investing
5780
Harper Investing
California
$232M +$22.3M +11% 2.71% 58.7% 67 8.96% 1.6
Hillcrest Wealth Advisors
5781
Hillcrest Wealth Advisors
New Jersey
$232M +$9.9M +4% 1.92% 58.7% 55 9.09% 4.9
BOCM
5782
Bontempo Ohly Capital Management
Maryland
$232M +$1.28M +0.6% 1.77% 49.6% 31 0% 4.6
GBI
5783
GP Brinson Investments
Illinois
$232M -$13.1M -5% 1.92% 51.2% 16 6.25% 3.9
Vista Investment Partners II
5784
Vista Investment Partners II
Indiana
$232M +$17.8M +8% 2.63% – 162 19.14% 0.8
Compass Financial Services
5785
Compass Financial Services
Iowa
$232M +$5.97M +3% 1.18% – 328 11.89% 0.8
Kinloch Capital
5786
Kinloch Capital
Virginia
$232M +$3.43M +2% 2.68% 63.4% 79 10.13% 3.4
RCS Financial Planning
5787
RCS Financial Planning
Maryland
$232M +$6.19M +3% 1.57% 48.2% 95 8.42% 1.9
Altus Wealth Management
5788
Altus Wealth Management
Kentucky
$232M +$6.11M +3% 1.83% 73% 30 6.67% 3.8
Moerus Capital Management
5789
Moerus Capital Management
New York
$232M -$14.1M -6% 2.04% 220% 16 18.75% 3.8
AFC
5790
AFT Forsyth & Company
Florida
$232M +$23M +11% 3.43% 135% 132 15.15% 7.1
Fidelity D&D Bancorp
5791
Fidelity D&D Bancorp
Pennsylvania
$232M +$50.2M +28% 2.44% 63.8% 113 9.73% 2.1
Longitude (Cayman)
5792
Longitude (Cayman)
Cayman Islands
$231M – – 4.69% – 36 – 1.8
CIA
5793
Citadel Investment Advisory
Ohio
$231M +$13.4M +6% 5.38% 66.1% 83 6.02% 4.4
BCFD
5794
Boit C.F. David
$231M +$10.4M +5% 4.49% 84.2% 119 1.68% 3.5
Keener Financial Planning
5795
Keener Financial Planning
Texas
$231M +$15.8M +7% 2.93% 70.5% 228 75.44% 1.8
Carroll Advisory Group
5796
Carroll Advisory Group
Texas
$231M – – 1.4% – 72 – 0
New Millennium Group
5797
New Millennium Group
Utah
$231M +$12.3M +6% 2.31% 176% 545 34.13% 1.3
Strategic Financial Partners
5798
Strategic Financial Partners
Oregon
$231M +$12.6M +6% 1.62% 54.8% 87 12.64% 3.6
Evolution Advisers
5799
Evolution Advisers
Virginia
$231M +$8.55M +4% 1.05% 44.8% 172 9.3% 3.1
Gate City Capital Management
5800
Gate City Capital Management
Illinois
$231M +$31.7M +16% 1.05% – 17 11.76% 1.2