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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)
Morling Financial Advisors
4926
Morling Financial Advisors
California
$229M +$54.6M +31% 1.53% 91.2% 112 27.68% 1.7
Beacon Wealthcare LLC
4927
Beacon Wealthcare LLC
North Carolina
$229M +$10.1M +5% 1.52% 47% 20 10% 2.1
MFG
4928
Monumental Financial Group
Maryland
$229M +$41.3M +22% 2.8% 18.2% 44 15.91% 1.6
Nordwand Advisors
4929
Nordwand Advisors
Pennsylvania
$229M -$28.1M -11% 1.46% 93% 182 29.67% 0.9
BOC
4930
Barbara Oil Co
Illinois
$229M -$7.85M -3% 2.86% 76.9% 80 8.75% 8
Beddow Capital Management
4931
Beddow Capital Management
Wyoming
$229M -$5K -0% 0.77% 50.7% 59 0% 4.9
Investidor Profissional Gestao de Recursos
4932
Investidor Profissional Gestao de Recursos
Brazil
$228M -$65.1M -22% 0.87% 51.8% 30 43.33% 1.9
SWMG
4933
Signature Wealth Management Group
Georgia
$228M +$8.53M +4% 0.75% – 102 2.94% 3.2
S.R. Schill & Associates
4934
S.R. Schill & Associates
Washington
$228M -$1.58M -0.7% 0.18% 42.7% 94 25.53% 3.4
Arch Capital Group
4935
Arch Capital Group
Bermuda
$228M -$359M -61% 0.09% 3.08% 4 25% 2.7
Cherrydale Wealth Management
4936
Cherrydale Wealth Management
New Jersey
$228M +$14.2M +7% 2.8% 80.8% 72 20.83% 1.3
SCM
4937
Soros Capital Management
New York
$228M -$317M -58% 24.2% 732% 56 46.43% 1
Tiller Private Wealth
4938
Tiller Private Wealth
Pennsylvania
$228M +$3.94M +2% 1.73% 60.2% 53 16.98% 3.4
First Dallas Securities
4939
First Dallas Securities
Texas
$228M +$10.4M +5% 7.97% 163% 127 14.96% 2.4
Zullo Investment Group
4940
Zullo Investment Group
Pennsylvania
$228M +$14.4M +7% 7.95% 143% 159 8.18% 2.2
CA
4941
Continental Advisors
Utah
$228M -$19.8M -8% 3.71% 73.6% 47 12.77% 5.8
Topel & Distasi Wealth Management
4942
Topel & Distasi Wealth Management
California
$228M +$1.46M +0.6% 0.47% 40% 76 1.32% 2
7G Capital Management
4943
7G Capital Management
New York
$228M +$37.8M +20% 17.7% 137% 8 12.5% 1.9
Spider Management Company
4944
Spider Management Company
Virginia
$227M -$44.1M -16% 0.07% – 4 0% 0.4
Essential Planning
4945
Essential Planning
New Hampshire
$227M +$27.6M +14% 1.68% 40.9% 76 21.05% 1.1
Fi3 Financial Advisors
4946
Fi3 Financial Advisors
Indiana
$227M +$9.7M +4% 2.12% 83.1% 91 9.89% 1.8
Enzi Wealth
4947
Enzi Wealth
Texas
$227M +$14.2M +7% 0.3% 77% 67 19.4% 1.2
Selective Wealth Management
4948
Selective Wealth Management
Virginia
$227M -$3.09M -1% 0.31% 74.4% 107 8.41% 2.7
Eagle Capital Management (Louisiana)
4949
Eagle Capital Management (Louisiana)
Louisiana
$227M +$4.76M +2% 4.38% 103% 41 7.32% 4.7
Dorval Corp
4950
Dorval Corp
Minnesota
$227M +$10.8M +5% 0.27% – 27 0% 0.5