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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)
First Dallas Securities
5001
First Dallas Securities
Texas
$239M -$6.06M -2% 0.3% 163% 122 16.39% 3
Members Advisory Group
5002
Members Advisory Group
New York
$239M -$4.54M -2% 2.65% 70.6% 36 16.67% 1.2
HCM
5003
Horrell Capital Management
Arkansas
$239M -$103M -30% 0.81% 55.6% 214 17.76% 7.2
Peloton Wealth Strategists
5004
Peloton Wealth Strategists
Indiana
$239M -$8.72M -4% 2.37% 51.3% 99 14.14% 3.5
American Trust Investment Advisors
5005
American Trust Investment Advisors
New Hampshire
$239M -$4.81M -2% 0.02% 91% 115 17.39% 3.6
Omnia Family Wealth
5006
Omnia Family Wealth
Florida
$239M -$2.88M -1% 1.19% 80.6% 93 17.2% 3.9
American Assets Capital Advisers
5007
American Assets Capital Advisers
California
$239M -$60.7M -20% 8.12% 73.5% 43 13.95% 3.3
Kerrisdale Advisers
5008
Kerrisdale Advisers
Florida
$239M -$57M -19% 5.64% 78.8% 98 29.59% 1.6
Highview Capital Management
5009
Highview Capital Management
Illinois
$239M -$21.5M -8% 1.96% 123% 129 26.36% 2.1
Capasso Planning Partners
5010
Capasso Planning Partners
South Carolina
$239M -$11.3M -5% 1.37% 51.6% 104 8.65% 1.8
Painted Porch Advisors
5011
Painted Porch Advisors
California
$239M +$36.2M +18% 3.65% – 581 25.3% 0.6
DLK Investment Management
5012
DLK Investment Management
California
$239M -$366K -0.2% 0.37% 80.4% 94 12.77% 1.1
VWM
5013
VCI Wealth Management
Missouri
$238M +$2.76M +1% 0.16% 86.3% 111 30.63% 0.6
Morris Financial Concepts
5014
Morris Financial Concepts
South Carolina
$238M +$5.12M +2% 1.67% 56.5% 200 9% 2.2
Harmony Asset Management
5015
Harmony Asset Management
Arizona
$238M -$14M -6% 3.02% 138% 173 15.61% 0.9
Invenio Wealth Partners
5016
Invenio Wealth Partners
Florida
$238M -$582K -0.2% 1.19% 55.5% 105 19.05% 1.3
Wealth Effects
5017
Wealth Effects
Massachusetts
$238M -$43.4M -15% 8.41% 235% 222 15.32% 2.3
Jessup Wealth Management
5018
Jessup Wealth Management
Ohio
$238M +$3.35M +1% 5.31% 181% 86 33.72% 1.1
Strategic Equity Management
5019
Strategic Equity Management
Arizona
$238M +$501K +0.2% 4.09% 74.9% 64 26.56% 1.3
Peak Planning Group
5020
Peak Planning Group
Colorado
$238M -$2.21M -0.9% 2.69% 105% 131 18.32% 2.2
Penobscot Wealth Management
5021
Penobscot Wealth Management
Maine
$238M +$20.8M +10% 0.39% 56.7% 94 24.47% 2
Myriad Asset Management US
5022
Myriad Asset Management US
Florida
$238M +$88.5M +59% 11.6% – 75 100% 0
Flagship Wealth Advisors
5023
Flagship Wealth Advisors
Massachusetts
$238M +$67.4M +40% 2.45% – 396 8.08% 0.2
Bayview Asset Management
5024
Bayview Asset Management
Florida
$238M +$114M +92% 0.43% 55.4% 68 69.12% 0.3
MMA Asset Management
5025
MMA Asset Management
Pennsylvania
$237M +$8.54M +4% 0.85% 61.2% 137 10.22% 2.2