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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)
Archford Capital Strategies
2851
Archford Capital Strategies
Illinois
$435M +$47.5M +12% 7.77% 87.4% 298 17.45% 3.7
Brasada Capital Management
2852
Brasada Capital Management
Texas
$434M +$12.7M +3% 5.49% 76.5% 140 22.86% 2.3
Kavar Capital Partners Group
2853
Kavar Capital Partners Group
Kansas
$434M +$41.8M +11% 11% 77.2% 153 14.38% 4.4
Dock Street Asset Management
2854
Dock Street Asset Management
Florida
$434M +$16.5M +4% 3.18% 175% 58 10.34% 3.9
Eagle Rock Investment Company
2855
Eagle Rock Investment Company
Georgia
$434M +$50.5M +13% 10.1% 121% 138 13.77% 0.8
Eagle Health Investments
2856
Eagle Health Investments
Connecticut
$433M -$2.26M -0.5% 19.7% 241% 30 16.67% 1.4
Vesa Equity Investment
2857
Vesa Equity Investment
Luxembourg
$433M +$48.9M +13% 21.4% 2.97% 1 0% 2
Regis Management Company
2858
Regis Management Company
California
$433M +$21M +5% 9.38% 5.33% 58 12.07% 5.5
TFO Wealth Partners
2859
TFO Wealth Partners
Ohio
$433M +$32.9M +8% 10.1% 63.6% 950 87.68% 0.2
Sax Wealth Advisors
2860
Sax Wealth Advisors
New Jersey
$433M +$44.5M +11% 9.38% 64.3% 176 13.64% 1.5
Intrua Financial
2861
Intrua Financial
Texas
$433M +$57.1M +15% 9.57% 77.4% 347 19.88% 1.5
Strategic Wealth Investment Group
2862
Strategic Wealth Investment Group
Kentucky
$433M +$84.7M +24% 4.57% – 135 20% 1.6
EVM
2863
Evelyn V. Moreno
$432M +$211M +95% 10.1% 39.4% 167 17.37% 2.4
Meridian Wealth Partners
2864
Meridian Wealth Partners
Pennsylvania
$432M +$32.7M +8% 6.57% 54.2% 91 13.19% 2.1
Amarillo National Bank
2865
Amarillo National Bank
Texas
$431M -$177K -0% 7.74% 63.5% 105 14.29% 5.3
Park Presidio Capital
2866
Park Presidio Capital
California
$431M -$5.28M -1% 6.99% 94.1% 12 8.33% 3.6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2867
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$430M -$1.65M -0.4% 6.71% 80.8% 93 9.68% 2.3
Edge Wealth Management
2868
Edge Wealth Management
New York
$430M -$22.2M -5% 6.83% 75.3% 94 20.21% 4.9
Johnson Bixby & Associates
2869
Johnson Bixby & Associates
Washington
$430M +$31.6M +8% 6.79% 48.7% 103 11.65% 1.4
Buffington Mohr McNeal
2870
Buffington Mohr McNeal
Idaho
$430M +$14.6M +4% 8.93% 29.3% 124 7.26% 4.8
ASM
2871
ATW SPAC Management
New York
$430M -$197M -31% 1.75% 68.7% 319 38.56% 0.7
SA
2872
SoftVest Advisors
Texas
$430M +$107M +33% 37.3% 178% 6 16.67% 1.7
NRA
2873
NSI Retail Advisors
Pennsylvania
$429M +$91.6M +27% 6.07% 26.2% 43 11.63% 1.3
Dimension Capital Management
2874
Dimension Capital Management
Florida
$429M +$15.6M +4% 6.54% 65.5% 117 20.51% 3
Arcadia Investment Management
2875
Arcadia Investment Management
Michigan
$429M +$15.6M +4% 9.57% 83.5% 359 25.35% 4