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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)
Platte River Wealth Advisors
3801
Platte River Wealth Advisors
Colorado
$357M +$5.58M +2% 3.78% 28.6% 95 4.21% 3.2
DGS Capital Management
3802
DGS Capital Management
New Jersey
$356M +$4.07M +1% 0.08% 177% 325 16.62% 1.4
Householder Group Estate & Retirement Specialist
3803
Householder Group Estate & Retirement Specialist
Arizona
$356M +$20.1M +6% 3.61% – 1,381 22.38% 1.2
Sage Advisory Services
3804
Sage Advisory Services
Texas
$356M -$10.1M -3% 0.82% 33.9% 50 12% 2.8
Elevated Capital Advisors
3805
Elevated Capital Advisors
Utah
$356M +$6.66M +2% 1.53% 46% 253 41.5% 1.8
Crestview Partners III
3806
Crestview Partners III
New York
$356M -$10.4M -3% 15.7% 51.2% 3 0% 3.2
PhiloSmith Capital
3807
PhiloSmith Capital
Connecticut
$355M -$1.39M -0.4% 0.72% 47% 23 0% 6.2
SA
3808
SoftVest Advisors
Texas
$355M +$59.4M +20% 22% 178% 4 0% 3.1
Childress Capital Advisors
3809
Childress Capital Advisors
Texas
$355M +$10.8M +3% 2.94% 107% 237 18.57% 1.1
Legacy Wealth Asset Management
3810
Legacy Wealth Asset Management
Minnesota
$355M -$4.62M -1% 0.51% 116% 358 9.22% 2.4
InceptionR
3811
InceptionR
California
$354M -$34.3M -9% 1.92% 62.9% 903 73.86% 0.2
Oakwell Private Wealth Management
3812
Oakwell Private Wealth Management
Texas
$354M +$25.2M +8% 1.79% 63% 67 7.46% 2.4
Aristides Capital
3813
Aristides Capital
Kentucky
$354M +$82.1M +30% 0.41% 126% 349 50.14% 1.1
Triangle Securities Wealth Management
3814
Triangle Securities Wealth Management
North Carolina
$354M +$3.29M +0.9% 1.2% 83.6% 199 5.03% 6.1
Morton Community Bank
3815
Morton Community Bank
Illinois
$354M +$6.56M +2% 0.86% – 112 5.36% 0.5
Cornerstone Advisors Asset Management
3816
Cornerstone Advisors Asset Management
Pennsylvania
$354M +$69.7M +25% 0.69% 41.2% 107 8.41% 1.7
RJA Asset Management
3817
RJA Asset Management
Connecticut
$353M +$58.8M +20% 19.4% 80.2% 4 0% 1.7
WESCAP Management Group
3818
WESCAP Management Group
California
$353M +$8.16M +2% 0.55% 45.7% 95 2.11% 4.7
PBF
3819
Petix & Botte Financial
California
$353M -$49.5M -12% 1.52% 47.5% 169 44.38% 2.4
SC
3820
Saybrook Capital
North Carolina
$353M -$25.8M -7% 1.73% 72.5% 51 13.73% 8.3
IFS
3821
Ifrah Financial Services
Arkansas
$353M -$3.63M -1% 1.92% 64.1% 218 9.17% 4.6
Raffa Wealth Management
3822
Raffa Wealth Management
District of Columbia
$352M +$16.7M +5% 0.52% 35.8% 1,158 3.2% 3.7
Whitegate Investment Counselors
3823
Whitegate Investment Counselors
New Hampshire
$352M -$2.71M -0.8% 0.53% 48% 65 4.62% 6.3
Finepoint Capital
3824
Finepoint Capital
Massachusetts
$352M -$37.7M -10% 7.17% 27.4% 25 0% 1.6
Elwood & Goetz Wealth Advisory Group
3825
Elwood & Goetz Wealth Advisory Group
Georgia
$352M -$59.8M -15% 0.93% 63.7% 90 12.22% 2.7