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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)
Sloy Dahl & Holst
2601
Sloy Dahl & Holst
Washington
$603M +$132M +28% 0.59% 132% 103 37.86% 1.2
Stratos Investment Management
2602
Stratos Investment Management
Ohio
$602M -$32.3M -5% 3.9% 58.2% 182 10.99% 1.7
D.L. Carlson Investment Group
2603
D.L. Carlson Investment Group
New Hampshire
$602M -$24.8M -4% 1.96% 113% 163 20.25% 3.3
Capital Advisors Ltd
2604
Capital Advisors Ltd
Ohio
$601M -$18.3M -3% 4.31% 61.1% 1,335 41.95% 2.2
EHP Funds Inc
2605
EHP Funds Inc
Canada
$601M – – 11.4% 173% 335 – 0
KWB Wealth
2606
KWB Wealth
California
$600M -$1.66M -0.3% 5.12% 54.8% 90 0% 1.1
Ardsley Advisory Partners
2607
Ardsley Advisory Partners
Connecticut
$599M +$74.7M +14% 6.21% 555% 178 69.66% 0.6
Azora Capital LP
2608
Azora Capital LP
Florida
$599M -$39.9M -6% 4.13% 175% 60 66.67% 0.5
Minot Capital
2609
Minot Capital
Colorado
$599M -$21.9M -4% 3.63% 19.6% 18 0% 1.7
Laidlaw Wealth Management
2610
Laidlaw Wealth Management
New York
$599M -$26.7M -4% 2.92% 150% 435 20% 0.9
Magnus Financial Group
2611
Magnus Financial Group
New York
$599M +$72.3M +14% 2.66% 78.2% 315 23.49% 1.7
RTS
2612
Round Table Services
New Jersey
$598M +$68.1M +13% 3.3% 16.1% 182 24.73% 2.3
Signet Financial Management
2613
Signet Financial Management
New Jersey
$598M -$62.6M -9% 3.48% 65.2% 1,489 83.48% 1.6
Thomas White International
2614
Thomas White International
Illinois
$597M -$36.3M -6% 1.81% 34.9% 310 11.61% 3
Johnson Financial Group LLC (Colorado)
2615
Johnson Financial Group LLC (Colorado)
Colorado
$596M -$20.4M -3% 5.84% 58.7% 83 55.42% 1.5
NTV Asset Management
2616
NTV Asset Management
West Virginia
$596M -$6.28M -1% 1.47% 110% 274 9.85% 4.6
Evermay Wealth Management
2617
Evermay Wealth Management
Virginia
$596M +$36.7M +7% 4.43% 56.2% 583 16.47% 1.7
CI
2618
CPMG Inc
Texas
$596M +$53.9M +10% 22.8% 878% 6 33.33% 2
Adams Natural Resources Fund
2619
Adams Natural Resources Fund
Maryland
$593M +$126M +27% 31.4% 50.6% 60 10% 4.8
Verde Servicos Internacionais
2620
Verde Servicos Internacionais
Brazil
$592M -$203M -25% 0.76% 130% 56 41.07% 0.6
Zhang Financial
2621
Zhang Financial
Michigan
$592M +$28.1M +5% 4.15% 67.9% 229 14.41% 2.7
TA
2622
Trivest Advisors
Hong Kong
$592M -$497M -46% 9.32% 2,977% 30 66.67% 0.3
LVW Advisors
2623
LVW Advisors
New York
$591M +$4.38M +0.7% 4.48% 79.1% 256 15.63% 2.6
Elequin Capital
2624
Elequin Capital
New York
$590M +$374M +173% 6.2% 52.4% 355 88.17% 0
Keystone Financial Group (Kentucky)
2625
Keystone Financial Group (Kentucky)
Kentucky
$589M -$20.7M -3% 3.19% 116% 319 13.48% 2.5