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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)
Malaga Cove Capital
5101
Malaga Cove Capital
California
$255M +$23.2M +10% 15.8% 97.3% 193 22.8% 2.6
Range Financial Group
5102
Range Financial Group
Oregon
$255M +$29.2M +13% 12.3% 195% 210 21.9% 1.4
BOC
5103
Barbara Oil Co
Illinois
$254M +$8.16M +3% 5.72% 76.9% 76 3.95% 8.7
Incline Global Management
5104
Incline Global Management
New York
$254M +$92.1M +57% 26.6% 40.1% 29 24.14% 1.6
Camarda Financial Advisors
5105
Camarda Financial Advisors
Florida
$254M +$32.6M +15% 14% 196% 121 34.71% 1.5
Verger Capital Management
5106
Verger Capital Management
North Carolina
$254M +$26.8M +12% 6.55% 58.3% 14 0% 7.8
Sherman Porfolios
5107
Sherman Porfolios
Idaho
$254M – – 12.9% – 57 – 0.2
Dupree Financial Group
5108
Dupree Financial Group
Kentucky
$254M +$7.59M +3% 3.32% 75.8% 82 30.49% 1
Briaud Financial Planning
5109
Briaud Financial Planning
Texas
$254M +$1.91M +0.8% 8% 113% 372 45.97% 0.6
Accel Leaders 4 Associates
5110
Accel Leaders 4 Associates
California
$253M +$157M +162% 162% – 1 0% 0.5
SWMG
5111
Signature Wealth Management Group
Georgia
$253M -$3.17M -1% 2.72% – 123 13.82% 3.3
STF Management
5112
STF Management
Texas
$253M +$45.1M +22% 21.2% 208% 102 1.96% 2.2
Wela Strategies
5113
Wela Strategies
Georgia
$253M +$16.5M +7% 5.38% 51.3% 53 1.89% 2.8
325 Capital
5114
325 Capital
New York
$253M +$11.9M +5% 22.5% 226% 11 0% 2.3
Letson Investment Management
5115
Letson Investment Management
Georgia
$253M +$5.25M +2% 3.99% – 95 9.47% 1.3
AFP
5116
Advus Financial Partners
Florida
$253M +$19.8M +8% 7.65% 56.5% 66 12.12% 2.4
Elevation Wealth Partners
5117
Elevation Wealth Partners
California
$253M +$21.9M +9% 8.23% 69.9% 504 4.96% 1.7
ICW Investment Advisors
5118
ICW Investment Advisors
Arizona
$253M +$7.73M +3% 4% 58.6% 142 2.82% 4.6
Arkfeld Wealth Strategies
5119
Arkfeld Wealth Strategies
Nebraska
$253M +$22.4M +10% 7.23% 90.8% 110 14.55% 2.9
Realta Investment Advisors
5120
Realta Investment Advisors
Delaware
$253M +$33.6M +15% 18.9% 151% 347 20.75% 2.9
HF Advisory Group
5121
HF Advisory Group
Maryland
$253M +$24.2M +11% 7.16% 73.2% 166 4.82% 2.1
First Dallas Securities
5122
First Dallas Securities
Texas
$253M +$13.7M +6% 13.3% 163% 129 17.83% 2.8
Sachetta
5123
Sachetta
Massachusetts
$253M +$8.88M +4% 8.94% – 1,207 16.65% 1.3
Weik Capital Management
5124
Weik Capital Management
Pennsylvania
$253M +$6.99M +3% 5.69% 66.9% 93 4.3% 8.2
Deepwater Asset Management
5125
Deepwater Asset Management
Minnesota
$253M +$16.3M +7% 24.6% 142% 22 13.64% 1.3