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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)
Channing Global Advisors
6676
Channing Global Advisors
Florida
$171M +$14.6M +9% 2.57% 128% 54 31.48% 2.2
EQ Wealth Advisors
6677
EQ Wealth Advisors
Texas
$171M +$1.66M +1% 0.07% – 258 79.07% 1.1
Milestone Asset Management Group
6678
Milestone Asset Management Group
Connecticut
$171M -$6.07M -3% 3.66% – 133 8.27% 1
Trust Investment Advisors
6679
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 0.03% 178% 96 12.5% 5.1
Strategic Financial Planning
6680
Strategic Financial Planning
Texas
$171M -$4.85M -3% 0.38% 47.5% 68 83.82% 0.9
Beto Financial Group
6681
Beto Financial Group
Idaho
$171M +$22.7M +15% 0.11% – 156 17.31% 0.2
English Capital Management
6682
English Capital Management
Michigan
$171M +$8.22M +5% 0.76% – 38 13.16% 1.7
EIM
6683
Ervin Investment Management
Washington
$171M -$7.73M -4% 4.56% 92.9% 48 10.42% 2.9
Defined Wealth Management
6684
Defined Wealth Management
Oregon
$171M -$2.74M -2% 0.95% 78.1% 112 5.36% 3.6
TLW Wealth Management
6685
TLW Wealth Management
Florida
$171M -$2.65M -2% 0.12% 98.3% 19 15.79% 5.6
Byrne Asset Management
6686
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 1.56% 126% 626 19.81% 1.6
LFWA
6687
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 0.98% 64.9% 29 3.45% 7.7
Rareview Capital
6688
Rareview Capital
Nevada
$171M +$16.4M +11% 2.72% 28.6% 60 28.33% 1.1
KRAVCF
6689
Karnit Road Accident Victims Compensation Fund
$170M -$6.5M -4% 4.15% – 18 16.67% 0.2
Argo Wealth Advisory
6690
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 0.05% – 52 7.69% 0.3
Shotwell Rutter Baer
6691
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 1.32% 45.5% 39 2.56% 1.8
ARP Global Capital
6692
ARP Global Capital
$170M -$161M -49% 14.6% – 39 79.49% 0.1
Holcombe Financial
6693
Holcombe Financial
Georgia
$170M +$10.9M +7% 0.2% – 52 13.46% 1
Daner Wealth Management
6694
Daner Wealth Management
Georgia
$170M +$6.77M +4% 0.89% – 102 22.55% 0.9
RiverGlades Family Offices
6695
RiverGlades Family Offices
Florida
$170M – – 1.64% – 87 – 4.8
Dickmeyer Boyce Financial Management
6696
Dickmeyer Boyce Financial Management
Indiana
$170M – – 1.89% – 125 – 0
Cyr Financial
6697
Cyr Financial
Illinois
$170M +$9.6M +6% 1.36% – 61 9.84% 1.1
Brandywine Managers
6698
Brandywine Managers
Delaware
$170M -$32.3M -16% 13.9% 96.3% 45 26.67% 3.7
Coppell Advisory Solutions
6699
Coppell Advisory Solutions
Texas
$170M -$846M -83% 3.51% – 402 92.79% 2
Financial Harvest
6700
Financial Harvest
Florida
$170M +$7.82M +5% 1.42% – 63 11.11% 0.7