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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)
PAX Financial Group
3351
PAX Financial Group
Texas
$580M +$24.9M +4% 1.62% 56% 228 14.47% 3.2
CNBTD
3352
Citizens National Bank Trust Department
Mississippi
$580M +$19.3M +3% 4.57% 124% 389 7.46% 3.7
Overbrook Management Corp
3353
Overbrook Management Corp
New York
$579M +$23.3M +4% 4.44% 157% 52 25% 3.7
Elgethun Capital Management
3354
Elgethun Capital Management
South Dakota
$579M +$28.3M +5% 1.78% 61.5% 166 7.23% 4.7
RIS
3355
Richmond Investment Services
Wisconsin
$579M +$41.2M +8% 2.75% – 242 10.33% 0.6
Oakmont Corp
3356
Oakmont Corp
California
$578M +$18.6M +3% 2.37% 70.2% 33 15.15% 4
Monaco Asset Management
3357
Monaco Asset Management
Monaco
$578M -$1.07B -65% 6.93% 120% 115 57.39% 0.9
Concord Asset Management (Virginia)
3358
Concord Asset Management (Virginia)
Virginia
$577M +$26.8M +5% 2.39% 69% 122 2.46% 2.3
Aspen Grove Capital
3359
Aspen Grove Capital
Colorado
$577M -$17.6M -3% 3.99% 90% 222 15.77% 2
Delta Investment Management
3360
Delta Investment Management
California
$576M +$18.3M +3% 4.63% 65.8% 308 22.08% 2.4
Apis Capital Advisors
3361
Apis Capital Advisors
New York
$574M +$121M +27% 30.8% 1,532% 57 38.6% 0.6
XY Planning Network
3362
XY Planning Network
Montana
$574M +$280M +95% 1.64% – 258 36.82% 0.5
Ellis Investment Partners
3363
Ellis Investment Partners
Pennsylvania
$573M +$19.7M +4% 2.18% 70.8% 267 17.6% 4.4
Freemont Management
3364
Freemont Management
Switzerland
$573M +$373M +186% 4.28% 102% 135 31.85% 1.6
Nordwand Advisors
3365
Nordwand Advisors
Pennsylvania
$572M -$58.2M -9% 2.27% 93% 159 10.69% 1
Tufton Capital Management
3366
Tufton Capital Management
Maryland
$572M +$11.1M +2% 4.43% 96.1% 124 6.45% 8.3
Atlas Legacy Advisors
3367
Atlas Legacy Advisors
California
$571M +$52.5M +10% 2.59% – 217 17.51% 0.8
Manitou Investment Management
3368
Manitou Investment Management
Ontario, Canada
$571M -$2.51M -0.4% 5% 69.3% 57 1.75% 3.5
IIA
3369
IPG Investment Advisors
California
$570M +$9.7M +2% 2.56% 126% 253 28.46% 2
Brandywine Trust
3370
Brandywine Trust
Delaware
$570M -$87M -13% 0.81% 32.7% 33 3.03% 8.1
Bregal Sagemount IV
3371
Bregal Sagemount IV
$570M – – 17.6% – 1 – 0
Amarillo National Bank
3372
Amarillo National Bank
Texas
$569M +$494K +0.1% 2.11% 63.5% 85 12.94% 6.8
Drucker Wealth 3.0
3373
Drucker Wealth 3.0
New Jersey
$569M +$7.06M +1% 2.34% – 284 18.31% 0.9
Elwood & Goetz Wealth Advisory Group
3374
Elwood & Goetz Wealth Advisory Group
Georgia
$569M +$47.8M +9% 1.71% 63.7% 144 13.89% 2.6
ARG
3375
Advisory Resource Group
Oklahoma
$569M +$11.1M +2% 1.93% 72% 182 11.54% 3