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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)
Morgan Dempsey Capital Management
5001
Morgan Dempsey Capital Management
Wisconsin
$249M -$42.7M -15% 4.48% 52.1% 144 26.39% 3.2
SWMG
5002
Signature Wealth Management Group
Georgia
$249M -$636K -0.3% 0.65% – 112 12.5% 3.4
Bare Financial Services
5003
Bare Financial Services
Pennsylvania
$249M +$5.24M +2% 2.52% 53.6% 158 12.66% 0.8
Tieton Capital Management
5004
Tieton Capital Management
Washington
$249M +$55.6M +29% 4.54% 172% 41 4.88% 4.7
11 Capital Partners
5005
11 Capital Partners
Connecticut
$249M -$3.46M -1% 0.41% 101% 20 35% 1.4
Texas Capital Bancshares
5006
Texas Capital Bancshares
Texas
$249M +$953K +0.4% 2.8% 175% 78 7.69% 4
Pine Harbor Wealth Management
5007
Pine Harbor Wealth Management
Maryland
$248M +$47.4M +24% 1.34% – 106 11.32% 0.9
Fusion Capital
5008
Fusion Capital
South Carolina
$248M +$15M +6% 0.32% 108% 85 12.94% 3.2
Christopher J. Hasenberg
5009
Christopher J. Hasenberg
Wisconsin
$248M +$6.02M +2% 0.89% – 195 13.85% 0.5
Hassell Wealth Management
5010
Hassell Wealth Management
Louisiana
$248M +$9.47M +4% 1.83% 49.7% 29 17.24% 1.5
Carmel Capital Partners
5011
Carmel Capital Partners
California
$248M -$11.1M -4% 4.64% 65.9% 173 19.65% 1.9
Peloton Wealth Strategists
5012
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 1.65% 51.3% 100 15% 3.4
Eagle Capital Management (Louisiana)
5013
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 4.04% 103% 40 2.5% 5
Next Level Private
5014
Next Level Private
New York
$248M +$3.82M +2% 1.97% 95.9% 147 12.93% 1.6
Planned Solutions
5015
Planned Solutions
California
$248M -$1.27M -0.5% 0.36% 68.3% 663 82.5% 2.2
Elmwood Wealth Management
5016
Elmwood Wealth Management
California
$248M +$5.29M +2% 1.06% 42.1% 135 11.85% 3.5
Carnegie Lake Advisors
5017
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 0.65% – 167 8.38% 0.2
Robinson Capital Management
5018
Robinson Capital Management
Michigan
$248M -$42.7M -15% 6.24% 7.8% 248 64.52% 1.1
Luminvest Wealth Management
5019
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 2.52% 47.7% 35 11.43% 0.8
Zullo Investment Group
5020
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 4.82% 143% 156 8.97% 2.6
Encompass Wealth Advisors
5021
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 0.05% 68.7% 296 67.23% 3.2
Letson Investment Management
5022
Letson Investment Management
Georgia
$247M -$7.19M -3% 1.71% 56.7% 92 2.17% 1
Landmark Investment Partners
5023
Landmark Investment Partners
Florida
$247M – – 3.29% – 18 – 0
Next Capital Management
5024
Next Capital Management
New York
$247M +$2.02M +0.8% 2.77% 61.3% 152 17.76% 2.7
McMill Wealth Management
5025
McMill Wealth Management
Nebraska
$247M – – 1.63% – 44 – 0