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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)
LFP
5201
Lakeshore Financial Planning
Michigan
$311M +$34.8M +13% 12% 65.4% 99 21.21% 1.8
IES Holdings
5202
IES Holdings
Texas
$311M +$96.6M +45% 25.7% – 18 33.33% 0.3
Claar Advisors
5203
Claar Advisors
New York
$310M +$15.3M +5% 11.3% 65.5% 17 11.76% 5
Applied Capital
5204
Applied Capital
Arkansas
$310M +$42.5M +16% 11.5% 52.6% 54 9.26% 2.9
Stash Investments
5205
Stash Investments
New York
$310M +$52.4M +20% 8.25% 40.7% 17 70.59% 0.7
Carlton Hofferkamp & Jenks Wealth Management
5206
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310M +$10.7M +4% 10.8% 63.9% 149 8.05% 6.4
Firethorn Wealth Partners
5207
Firethorn Wealth Partners
Georgia
$310M +$37.5M +14% 13.3% 75.1% 212 16.04% 2.6
BE
5208
Bonness Enterprises
District of Columbia
$310M +$36.9M +14% 26.2% 98.6% 39 5.13% 12.2
GKV Capital Management
5209
GKV Capital Management
California
$310M +$43.3M +16% 24.7% – 91 12.09% 1.3
Sonata Capital Group
5210
Sonata Capital Group
Washington
$310M +$38.8M +14% 12.6% 66.5% 133 11.28% 5.8
Tanglewood Legacy Advisors
5211
Tanglewood Legacy Advisors
Texas
$310M +$33.4M +12% 12.3% 61.1% 284 6.69% 2.8
RCM
5212
Ratan Capital Management
Florida
$310M +$40.5M +15% 117% 616% 55 50.91% 1.8
Outlook Capital Management
5213
Outlook Capital Management
Illinois
$310M – – 161% – 42 – 0
One River Asset Management
5214
One River Asset Management
Connecticut
$310M +$36.5M +13% 4.75% 27% 297 31.31% 0.6
Blue Water Asset Management
5215
Blue Water Asset Management
Michigan
$310M +$20.4M +7% 6.38% – 110 8.18% 0.5
OFCM
5216
One Fin Capital Management
California
$310M +$29.5M +11% 14.5% 92% 29 55.17% 0.4
DI
5217
Disciplined Investments
Oklahoma
$310M +$31.1M +11% 9.79% 51.4% 147 6.12% 3.9
BFM
5218
Blacksheep Fund Management
Ireland
$310M +$62.4M +25% 7.19% 71.5% 8 12.5% 1.7
Axis Capital Holdings
5219
Axis Capital Holdings
$309M +$38.9M +14% 14.4% 76% 3 0% 5.4
SmartHarvest Portfolios
5220
SmartHarvest Portfolios
Washington
$309M +$69.6M +29% 25% – 489 26.58% 0.4
BNMT
5221
Bawa N Mallick Trust
New York
$309M +$64.9M +27% 22.8% – 78 11.54% 1.3
VC
5222
Vision Capital
Ontario, Canada
$309M -$88.4M -22% 6.59% 19.8% 21 61.9% 0.8
EFM
5223
Eley Financial Management
Vermont
$309M +$31.7M +11% 12% 69.7% 72 4.17% 2.8
GAMC
5224
Garner Asset Management Corp
Texas
$308M +$53.4M +21% 24.6% 103% 173 12.14% 4.9
Financial Council
5225
Financial Council
Maryland
$308M +$49.1M +19% 18.7% 80% 110 11.82% 2.7