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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)
FIFTHDELTA
4351
FIFTHDELTA
United Kingdom
$300M -$160M -35% 2.72% 16.6% 16 56.25% 0.7
SL
4352
SWF LLC
Nebraska
$300M +$34.7M +13% 13.1% 87.4% 2 0% 3.8
EnRich Financial Partners
4353
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 6.01% 50.7% 252 14.68% 0.5
ArchPoint Investors
4354
ArchPoint Investors
Florida
$299M +$33M +12% 4.11% 111% 71 4.23% 3.6
TA
4355
TrueWealth Advisors
Alabama
$299M +$29M +11% 6.39% 60.9% 240 15.83% 2
Eldred Rock Partners
4356
Eldred Rock Partners
Texas
$299M +$59.9M +25% 2.7% 109% 32 6.25% 0.6
Fortis Capital Advisors
4357
Fortis Capital Advisors
Kansas
$299M +$22.1M +8% 5.28% 127% 202 36.14% 0.8
Highline Wealth Partners
4358
Highline Wealth Partners
California
$299M +$33.6M +13% 5.16% 93.8% 649 19.41% 1.1
Measured Wealth Private Client Group
4359
Measured Wealth Private Client Group
New Hampshire
$299M +$14.3M +5% 8.06% 84.3% 208 24.52% 2.5
BancFirst Trust & Investment Management
4360
BancFirst Trust & Investment Management
Oklahoma
$299M +$84.2M +39% 13.8% 44.1% 59 15.25% 1.9
Meritech Capital Associates V
4361
Meritech Capital Associates V
California
$299M +$7.05M +2% 8.02% 133% 3 33.33% 3.6
TriaGen Wealth Management
4362
TriaGen Wealth Management
California
$299M +$39.7M +15% 7.05% 132% 186 22.58% 2.1
Integral Investment Advisors
4363
Integral Investment Advisors
California
$299M +$27.4M +10% 5.34% 60% 160 10% 1.4
Leading Edge Financial Planning
4364
Leading Edge Financial Planning
Tennessee
$299M +$49.3M +20% 5.82% 48.6% 55 9.09% 1.3
Catalina Capital Group
4365
Catalina Capital Group
California
$299M +$32.2M +12% 5.75% – 372 22.04% 0.5
Syverson Strege & Co
4366
Syverson Strege & Co
Iowa
$298M +$4.98M +2% 6.88% 66.8% 77 11.69% 2.7
Acima Private Wealth
4367
Acima Private Wealth
Virginia
$298M +$26.2M +10% 6.53% 51.1% 184 0.54% 4.8
Sea Cliff Partners Management
4368
Sea Cliff Partners Management
California
$298M +$6.03M +2% 0.92% – 19 47.37% 0.5
Flagstone Financial Management
4369
Flagstone Financial Management
Nebraska
$298M +$29.4M +11% 5.81% 43.9% 53 15.09% 1.2
Baker Boyer National Bank
4370
Baker Boyer National Bank
Washington
$298M +$11.8M +4% 5.35% 44.7% 79 7.59% 5.2
Matthew 25 Management Corp
4371
Matthew 25 Management Corp
Pennsylvania
$298M +$9.6M +3% 8.63% 141% 20 10% 6.5
Generali Powszechne Towarzystwo Emerytalne
4372
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$10.1M +4% 7.29% 140% 25 0% 1.7
Courage Miller Partners
4373
Courage Miller Partners
Virginia
$297M +$19.4M +7% 6.03% 43.5% 81 3.7% 7.3
Shoker Investment Counsel
4374
Shoker Investment Counsel
Ohio
$297M +$14M +5% 6.46% 83.8% 105 7.62% 5.4
Bulldog Investors
4375
Bulldog Investors
New Jersey
$297M +$29.8M +11% 4.1% 22.5% 175 38.29% 1.2