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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)
May Hill Capital
4001
May Hill Capital
Massachusetts
$479M +$80.5M +20% 18.5% – 269 21.93% 0.9
Evernest Financial Advisors
4002
Evernest Financial Advisors
Indiana
$478M -$3.26M -0.7% 11.4% – 203 17.24% 2.7
Barry Investment Advisors
4003
Barry Investment Advisors
Massachusetts
$478M +$24.5M +5% 1.92% 66.7% 106 10.38% 4.2
Knox Lane
4004
Knox Lane
California
$478M +$153M +47% 103% – 1 0% 0.5
Mattson Financial Services
4005
Mattson Financial Services
Michigan
$478M +$59M +14% 13.9% – 254 16.14% 1
Palumbo Wealth Management
4006
Palumbo Wealth Management
New York
$478M +$67.8M +17% 23.6% 115% 251 17.53% 1.9
Cornerstone Wealth Advisors
4007
Cornerstone Wealth Advisors
Minnesota
$477M +$42.9M +10% 9.77% 46.1% 57 17.54% 3.5
Standpoint Asset Management
4008
Standpoint Asset Management
Arizona
$477M +$64.7M +16% 13% 71.9% 8 0% 3.5
RFG Holdings
4009
RFG Holdings
Texas
$477M +$79.9M +20% 19.8% 72.3% 90 25.56% 1.6
Gator Capital Management
4010
Gator Capital Management
Florida
$477M -$12.6M -3% 22.9% 245% 93 29.03% 3.1
Z3 Capital Partners
4011
Z3 Capital Partners
Virginia
$476M +$81.5M +21% 35.2% – 209 18.66% 0.4
ECP
4012
Elemental Capital Partners
California
$476M +$241M +103% 115% – 13 15.38% 1.8
MG
4013
Magnolia Group
Nebraska
$476M -$61.2M -11% 0.6% 9.52% 18 44.44% 2.5
PA
4014
Paragon Advisors
Texas
$476M +$105M +28% 31.2% 109% 83 15.66% 2.5
Joseph Group Capital Management
4015
Joseph Group Capital Management
Ohio
$476M +$75.7M +19% 8.92% 58.4% 421 18.05% 0.9
Lighthouse Financial Services
4016
Lighthouse Financial Services
California
$476M +$32.5M +7% 18% – 103 4.85% 0.5
Whitener Capital Management
4017
Whitener Capital Management
North Carolina
$475M +$36.8M +8% 15.3% 113% 192 13.54% 4.7
DG Capital Management
4018
DG Capital Management
New York
$475M +$149M +46% 3.86% 76.7% 35 51.43% 0.5
Park Edge Advisors
4019
Park Edge Advisors
Ohio
$475M +$41M +9% 8.34% 61.1% 164 20.12% 2
Financial & Tax Architects
4020
Financial & Tax Architects
Missouri
$474M +$25.9M +6% 5.88% 50.2% 131 33.59% 2.2
Chase Investment Counsel
4021
Chase Investment Counsel
Virginia
$474M +$92.9M +24% 42.1% 350% 173 34.1% 1.7
SSI
4022
Scott & Selber Inc
Texas
$474M +$86.4M +22% 45.7% 202% 94 6.38% 5.4
Ipswich Investment Management
4023
Ipswich Investment Management
Massachusetts
$474M +$47.8M +11% 17.7% 104% 195 7.69% 6.4
Guidance Point Advisors
4024
Guidance Point Advisors
Massachusetts
$474M +$51.4M +12% 11.2% 71.8% 102 5.88% 4
Austin Wealth Management
4025
Austin Wealth Management
Texas
$473M +$33M +7% 8.25% 48.2% 129 10.85% 2.1