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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)
Delta Financial Advisors
4451
Delta Financial Advisors
Louisiana
$234M -$11.1M -5% 2.9% 107% 122 5.74% 2.3
EnCap Energy Capital Fund IX
4452
EnCap Energy Capital Fund IX
Texas
$234M -$244M -51% 42.2% 69.2% 4 25% 2
Exos Asset Management
4453
Exos Asset Management
New York
$234M +$39.2M +20% 0.66% – 412 32.77% 0.6
Keating Investment Counselors
4454
Keating Investment Counselors
Florida
$233M +$7.46M +3% 6.56% 50% 63 6.35% 5.8
Freedom Day Solutions
4455
Freedom Day Solutions
Texas
$233M -$14.8M -6% 4.57% 86.6% 128 11.72% 2.1
Bank OZK
4456
Bank OZK
Arkansas
$233M -$12M -5% 1.56% 112% 131 6.87% 5.6
WFA
4457
Wade Financial Advisory
California
$233M +$40.8M +21% 5.52% 15.9% 83 21.69% 1.7
SAM
4458
Security Asset Management
New York
$233M -$24.5M -10% 7.34% 67.4% 88 11.36% 4.7
G2 Capital Management
4459
G2 Capital Management
Ohio
$233M -$35.6M -13% 4.24% 55.1% 97 51.55% 0.2
Legacy Capital Wealth Partners
4460
Legacy Capital Wealth Partners
Arkansas
$233M -$9.5M -4% 4.13% 70.4% 63 53.97% 0.4
SYM Financial Corp
4461
SYM Financial Corp
Indiana
$233M -$24.4M -10% 4.52% 64.3% 120 18.33% 1.9
Equius Partners
4462
Equius Partners
California
$232M -$5.29M -2% 1.92% – 21 38.1% 0.2
Unio Capital
4463
Unio Capital
New Jersey
$232M +$211M +1,034% 6.04% 97.8% 61 3.28% 2.9
Guardian Wealth Advisors (North Carolina)
4464
Guardian Wealth Advisors (North Carolina)
North Carolina
$232M -$759K -0.3% 3.31% 58.9% 289 28.03% 0.2
Constellation Investimentos e Participacoes
4465
Constellation Investimentos e Participacoes
Brazil
$232M -$35.8M -13% 3.21% 172% 10 50% 1.2
E
4466
ETFidea
New York
$232M -$17M -7% 5.57% 22.7% 115 11.3% 0.2
PFA
4467
Professional Financial Advisors
Nebraska
$232M +$338K +0.1% 4.71% 59.2% 533 16.7% 1.1
Bishop & Co Investment Management
4468
Bishop & Co Investment Management
Pennsylvania
$232M -$10.2M -4% 6.23% 47.6% 23 8.7% 4.7
Quantum Private Wealth
4469
Quantum Private Wealth
Florida
$232M -$32.2M -12% 8.49% 240% 215 12.56% 0.2
Peoples Financial Services Corp
4470
Peoples Financial Services Corp
Pennsylvania
$231M -$25.9M -10% 1.27% 104% 290 6.9% 5.9
SA
4471
SAM Advisors
California
$231M +$12.1M +6% 4.72% 57.5% 37 32.43% 0.3
CC
4472
Corton Capital
Ontario, Canada
$231M +$5.66M +3% 8.73% 225% 515 76.31% 0.1
Northern Right Capital Management
4473
Northern Right Capital Management
Connecticut
$231M -$99.3M -30% 10.4% 187% 84 69.05% 1.1
Triumph Capital Management
4474
Triumph Capital Management
Colorado
$231M -$13K -0% 7.16% 55.5% 275 51.27% 0.4
DLG
4475
Daniel L. Goodwin
$231M +$3.36M +1% 0.44% 72.6% 117 23.93% 3.4