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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)
Shilanski & Associates
4276
Shilanski & Associates
Alaska
$308M +$10.5M +4% 8.69% 84.2% 126 33.33% 1.7
OTL
4277
Oak Thistle LLC
New York
$308M +$173M +128% 7.71% 58.3% 550 78.18% 0.1
Wakefield Asset Management
4278
Wakefield Asset Management
Colorado
$307M +$21.7M +8% 8.73% 139% 144 2.78% 1.3
RFG
4279
RFP Financial Group
Georgia
$307M +$36.8M +14% 6.24% 53.2% 916 88.43% 1.3
Fernwood Investment Management
4280
Fernwood Investment Management
Massachusetts
$307M -$15.6M -5% 7.82% 83.4% 208 13.94% 5.4
Harbor Advisory Corp
4281
Harbor Advisory Corp
New Hampshire
$306M +$16.8M +6% 6.22% 63.2% 92 10.87% 3.5
IP
4282
Indigo Partners
Arizona
$306M +$12.8M +4% 4.57% 2.56% 2 0% 3.3
Bay Harbor Wealth Management
4283
Bay Harbor Wealth Management
Maryland
$306M +$19.2M +7% 5.23% 47.9% 181 16.57% 2.5
TrueFG
4284
TrueFG
Texas
$306M +$29.2M +11% 6.94% 54.2% 53 9.43% 3.2
PYA Waltman Capital
4285
PYA Waltman Capital
Tennessee
$306M +$33.7M +12% 7.88% 62.4% 74 12.16% 2.6
Elevatus Welath Management
4286
Elevatus Welath Management
New York
$306M +$38.6M +14% 7.46% 270% 121 29.75% 0.7
Legacy CG
4287
Legacy CG
Texas
$306M +$12.2M +4% 5.07% 62.6% 64 35.94% 0.8
Stolper & Co
4288
Stolper & Co
Oklahoma
$306M +$21.6M +8% 9.53% 77.1% 90 4.44% 3.5
Point72 Italy
4289
Point72 Italy
Italy
$306M +$74.6M +32% 6.05% – 42 69.05% 0.2
Prostatis Group
4290
Prostatis Group
Maryland
$306M +$20.5M +7% 5.48% 72.9% 159 25.79% 1.7
CSWG
4291
Cardinal Strategic Wealth Guidance
Kentucky
$305M +$28.1M +10% 4.75% 76% 79 26.58% 3.4
LPWM LLC
4292
LPWM LLC
Minnesota
$305M +$15.8M +5% 6.18% 59.4% 79 5.06% 3
Hiddenite Capital Partners
4293
Hiddenite Capital Partners
New York
$305M -$13.9M -4% 17.5% 466% 59 66.1% 0.6
Northcape Wealth Management
4294
Northcape Wealth Management
New York
$305M +$27.8M +10% 7.95% 66% 133 3.76% 1.9
First American Financial Corporation
4295
First American Financial Corporation
California
$305M +$9.16M +3% 5.31% – 4 25% 0.8
WC
4296
Weil Company
California
$305M +$31M +11% 9.54% 71.7% 156 14.74% 3
Heritage Wealth Management (Ohio)
4297
Heritage Wealth Management (Ohio)
Ohio
$305M +$6.67M +2% 7.45% – 234 8.12% 0.2
Absolute Gestao de Investimentos
4298
Absolute Gestao de Investimentos
Brazil
$305M +$112M +58% 2.86% – 56 69.64% 0.2
McElhenny Sheffield Capital Management
4299
McElhenny Sheffield Capital Management
Texas
$305M +$14.9M +5% 6.08% 86.3% 109 22.94% 1.8
Sovereign Investment Advisors
4300
Sovereign Investment Advisors
Arizona
$305M +$36.7M +14% 4.45% 43.7% 36 13.89% 3.5