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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)
Oakmont Corp
3326
Oakmont Corp
California
$559M -$11.4M -2% 1.43% 70.2% 30 0% 4.2
Shah Capital Management
3327
Shah Capital Management
North Carolina
$559M +$45M +9% 25.7% 287% 15 20% 4.7
Ramsay Stattman Vela & Price
3328
Ramsay Stattman Vela & Price
Colorado
$558M +$22.7M +4% 7.01% 81.8% 81 3.7% 7.5
Delta Investment Management
3329
Delta Investment Management
California
$558M +$37.7M +7% 7.67% 65.8% 289 24.57% 2.4
AWAM
3330
Appian Way Asset Management
New York
$558M +$106M +23% 3.65% 49.4% 41 58.54% 0.5
LaSalle St. Investment Advisors
3331
LaSalle St. Investment Advisors
Illinois
$558M +$193M +53% 8.19% 61.9% 372 18.01% 1.1
Fourthstone LLC
3332
Fourthstone LLC
Missouri
$558M +$47.9M +9% 8.43% 104% 104 25.96% 1.1
ARG
3333
Advisory Resource Group
Oklahoma
$557M +$37.1M +7% 5.59% 72% 180 11.67% 2.9
Carrera Capital Advisors
3334
Carrera Capital Advisors
Michigan
$557M +$60.8M +12% 6.37% – 165 21.82% 0.8
Gibraltar Capital Management
3335
Gibraltar Capital Management
Oklahoma
$557M +$45.3M +9% 7.6% 65% 119 12.61% 2.1
Raffa Wealth Management
3336
Raffa Wealth Management
District of Columbia
$557M +$56.7M +11% 4.7% 35.8% 1,216 12.75% 4.5
TLWM Financial
3337
TLWM Financial
Texas
$556M +$30M +6% 4.88% 53.9% 74 5.41% 3.8
Patton Fund Management
3338
Patton Fund Management
Texas
$556M +$100M +22% 8.91% 211% 512 19.53% 0.5
WCM
3339
Woodson Capital Management
Connecticut
$556M -$43.2M -7% 24.2% 235% 29 13.79% 1.1
Privium Fund Management
3340
Privium Fund Management
Netherlands
$556M +$92.8M +20% 42.3% 451% 63 19.05% 1.8
Overbrook Management Corp
3341
Overbrook Management Corp
New York
$556M +$19.5M +4% 7.4% 157% 49 16.33% 3.7
Marino Stram & Associates
3342
Marino Stram & Associates
Massachusetts
$556M +$60.4M +12% 7.13% 72.2% 194 11.86% 3.7
Strategy Asset Managers
3343
Strategy Asset Managers
California
$556M +$20.3M +4% 7.9% 115% 282 26.24% 3.2
Talaria Asset Management
3344
Talaria Asset Management
Australia
$556M +$133M +31% 10.6% – 14 21.43% 0.4
AT
3345
Arlington Trust
Alabama
$556M +$43.3M +8% 7.74% 65% 719 21.28% 1.5
PAX Financial Group
3346
PAX Financial Group
Texas
$555M +$31.8M +6% 6.39% 56% 245 16.33% 3
San Luis Wealth Advisors
3347
San Luis Wealth Advisors
California
$555M +$89.3M +19% 6.87% 65% 184 27.17% 1.2
Wealth Alliance Advisory Group
3348
Wealth Alliance Advisory Group
Kansas
$554M +$29.2M +6% 7.14% 72.7% 195 6.67% 4.1
CDAM (UK)
3349
CDAM (UK)
United Kingdom
$554M -$46.9M -8% 8.27% 7.89% 11 0% 4
Summit Wealth Partners
3350
Summit Wealth Partners
Florida
$554M +$29.7M +6% 4.5% 44.9% 220 6.82% 3.5