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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 National Bank Sioux Falls
5101
First National Bank Sioux Falls
South Dakota
$167M +$9.9M +6% 2.5% 70.3% 125 12% 3.7
Wela Strategies
5102
Wela Strategies
Georgia
$167M +$37.3M +29% 4.1% 51.3% 48 22.92% 3
United Bank (Georgia)
5103
United Bank (Georgia)
Georgia
$167M -$8.36M -5% 3.01% 81.2% 90 1.11% 4.6
EnCap Energy Capital Fund VIII
5104
EnCap Energy Capital Fund VIII
Texas
$167M +$22.8M +16% 17.5% 6.16% 3 0% 1.5
Hillman Company
5105
Hillman Company
Pennsylvania
$167M -$10.3M -6% 2.45% 118% 14 28.57% 1.6
Asset Allocation & Management Company
5106
Asset Allocation & Management Company
Illinois
$167M -$84.5M -34% 2.44% 58.5% 67 29.85% 2.5
Donald L. Hagan LLC
5107
Donald L. Hagan LLC
Florida
$167M -$10.5M -6% 4.02% 47.9% 100 14% 2.5
Access Financial Services
5108
Access Financial Services
Minnesota
$167M -$4.52M -3% 2.94% 44.8% 86 10.47% 3.6
Hubbell Strickland Wealth Management
5109
Hubbell Strickland Wealth Management
Louisiana
$167M -$5.71M -3% 3.81% 64.8% 73 6.85% 3.1
Tanglewood Legacy Advisors
5110
Tanglewood Legacy Advisors
Texas
$167M -$6.15M -4% 2.95% 61.1% 288 2.78% 0.7
Acute Investment Advisory
5111
Acute Investment Advisory
Arizona
$166M +$131K +0.1% 0.64% 15% 19 57.89% 0.7
Powell Investment Advisors
5112
Powell Investment Advisors
Florida
$166M -$4.69M -3% 3.71% 82.4% 147 15.65% 2.4
HIS
5113
Horizon Investment Services
Indiana
$166M +$2.61M +2% 0.53% 250% 113 17.7% 3.1
Eastover Investment Advisors
5114
Eastover Investment Advisors
North Carolina
$166M -$21.1M -11% 2.47% 105% 49 16.33% 2.5
Planned Solutions
5115
Planned Solutions
California
$166M -$2.89M -2% 2.93% 68.3% 84 9.52% 2.1
Kennedy Investment Group
5116
Kennedy Investment Group
New Jersey
$166M -$4.58M -3% 3.58% 95.4% 123 7.32% 0.7
SFMG
5117
Sage Financial Management Group
Virginia
$166M +$150M +898% 3.44% 47.3% 42 83.33% 0.2
Varde Management
5118
Varde Management
Minnesota
$166M -$2.59M -2% 5.05% 149% 7 28.57% 2
Lipe & Dalton
5119
Lipe & Dalton
New York
$166M -$9.34M -5% 4.12% 101% 105 7.62% 5.1
KCM
5120
Kempner Capital Management
Texas
$166M +$10M +6% 1.19% 60.9% 62 19.35% 4
Arisaig Partners (Asia)
5121
Arisaig Partners (Asia)
Singapore
$166M -$42.7M -20% 5.96% – 9 22.22% 1.5
Corepath Wealth Partners
5122
Corepath Wealth Partners
Arizona
$166M -$4.54M -3% 3.68% 62.1% 42 4.76% 2.5
Family Investment Center
5123
Family Investment Center
Missouri
$166M +$9.31M +6% 3.78% 53.1% 58 22.41% 0.6
Searcy Financial Services
5124
Searcy Financial Services
Kansas
$166M -$6.69M -4% 2.01% 60.2% 22 9.09% 2.3
Pacific Capital Partners
5125
Pacific Capital Partners
$165M – – 5.36% 61.4% 59 – 0