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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)
Regal Partners
2951
Regal Partners
Australia
$462M -$50.7M -10% 6.22% 146% 45 51.11% 1.3
Tanager Wealth Management
2952
Tanager Wealth Management
United Kingdom
$462M +$40.3M +10% 5.01% 53.4% 86 19.77% 0.8
Gryphon Financial Partners
2953
Gryphon Financial Partners
Ohio
$462M +$22.4M +5% 7.35% 93.7% 219 17.35% 2.9
Dimension Capital Management
2954
Dimension Capital Management
Florida
$462M +$24.8M +6% 6.36% 65.5% 113 16.81% 3.5
Paragon Capital Management (Colorado)
2955
Paragon Capital Management (Colorado)
Colorado
$462M +$24.7M +6% 3.74% 109% 249 50.2% 2
Brasada Capital Management
2956
Brasada Capital Management
Texas
$462M +$12.5M +3% 4.91% 76.5% 151 27.81% 2.3
MidWestOne Financial Group
2957
MidWestOne Financial Group
Iowa
$461M +$18.8M +4% 2% 62.7% 278 10.07% 2.3
Bank of Korea
2958
Bank of Korea
South Korea
$461M -$4.4M -0.9% 0.94% – 3 0% 0.5
HBW Advisory Services
2959
HBW Advisory Services
California
$461M +$59.7M +15% 5.07% 68.6% 321 29.6% 1.5
Sky Investment Group
2960
Sky Investment Group
Connecticut
$461M +$23.1M +5% 5.82% 68% 124 4.03% 5.8
Waycross Partners
2961
Waycross Partners
Kentucky
$461M +$117M +34% 10.5% 87.7% 99 16.16% 1.5
First Fiduciary Investment Counsel
2962
First Fiduciary Investment Counsel
Ohio
$460M +$8.6M +2% 5.02% 48.1% 67 7.46% 4.2
Crestview Partners III
2963
Crestview Partners III
New York
$460M +$83.1M +22% 10.9% 51.2% 3 33.33% 2.2
Sentry LLC
2964
Sentry LLC
Tennessee
$460M +$33M +8% 7.53% 61.3% 126 10.32% 0.2
Cheviot Value Management
2965
Cheviot Value Management
California
$459M +$43.3M +10% 6.17% 77.8% 75 6.67% 4.4
Madison Avenue Partners
2966
Madison Avenue Partners
New York
$458M -$6.62M -1% 0.17% 284% 21 23.81% 1.2
IIA
2967
IPG Investment Advisors
California
$458M +$20.4M +5% 10.6% 106% 198 31.31% 1.8
Formidable Asset Management
2968
Formidable Asset Management
Ohio
$458M -$15M -3% 4.4% 52.2% 342 19.3% 2.4
Edge Wealth Management
2969
Edge Wealth Management
New York
$458M +$22M +5% 6.01% 75.3% 79 8.86% 5.7
Sycale Advisors
2970
Sycale Advisors
New York
$458M +$111M +32% 1.32% 31.5% 22 22.73% 1.2
Probity Advisors
2971
Probity Advisors
Texas
$458M – – 3.62% 61.7% 188 – 4.7
Euro Pacific Asset Management
2972
Euro Pacific Asset Management
Puerto Rico
$458M -$8.54M -2% 4.42% 172% 71 14.08% 2.3
Sendero Wealth Management
2973
Sendero Wealth Management
Texas
$458M +$131M +40% 8.21% 99.2% 154 37.01% 0.6
Realta Investment Advisors
2974
Realta Investment Advisors
Delaware
$458M +$46.2M +11% 8.26% 151% 847 51.95% 1.4
Farther Finance Advisors
2975
Farther Finance Advisors
California
$458M +$116M +34% 4.43% 81.5% 2,608 13.92% 0.4