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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)
Register Financial Advisors
5301
Register Financial Advisors
Georgia
$254M +$25.2M +11% 12% 130% 359 12.53% 1.9
Owen LaRue
5302
Owen LaRue
Kentucky
$254M +$19M +8% 10.6% 126% 130 30% 1.2
AYAL Capital Advisors
5303
AYAL Capital Advisors
Ontario, Canada
$254M -$165M -39% 14.6% – 69 63.77% 0.5
Texas Capital Bancshares
5304
Texas Capital Bancshares
Texas
$254M -$22.4M -8% 9.11% 175% 420 81.43% 0.8
Iridian Asset Management
5305
Iridian Asset Management
Connecticut
$254M -$34.6M -12% 8.69% 88.4% 46 15.22% 4.1
HealthInvest Partners
5306
HealthInvest Partners
Sweden
$254M +$20.4M +9% 13.5% – 39 7.69% 1.8
Intrepid Capital Management
5307
Intrepid Capital Management
Florida
$254M +$7.74M +3% 7.48% 70.2% 118 13.56% 2.3
Stone Run Capital
5308
Stone Run Capital
New York
$254M +$3.74M +1% 7.09% 77.8% 73 9.59% 6.9
Firethorn Wealth Partners
5309
Firethorn Wealth Partners
Georgia
$254M +$23.2M +10% 7.8% 75.1% 194 13.92% 2.2
Hutchens & Kramer Investment Management Group
5310
Hutchens & Kramer Investment Management Group
Indiana
$254M +$35.7M +16% 6.29% 83% 187 22.46% 1.8
HCM
5311
Hall Capital Management
Rhode Island
$254M +$16.9M +7% 6.45% – 98 4.08% 6.4
WA
5312
Wealthstar Advisors
Texas
$254M -$12.1M -5% 9.79% – 152 17.11% 0.9
Eos Management LP
5313
Eos Management LP
New York
$254M +$22.5M +10% 13.1% 149% 45 20% 3
Findell Capital Management
5314
Findell Capital Management
New York
$253M +$48M +23% 50.7% – 20 65% 0.6
Beta Wealth Group
5315
Beta Wealth Group
California
$253M -$19.7M -7% 5.73% 45.4% 132 32.58% 1.9
Waypoint Wealth Counsel
5316
Waypoint Wealth Counsel
Georgia
$253M +$51.5M +26% 9.36% 111% 297 45.12% 0.9
GKV Capital Management
5317
GKV Capital Management
California
$253M +$27.1M +12% 13.3% – 90 8.89% 0.7
Gallacher Capital Management
5318
Gallacher Capital Management
Colorado
$253M +$36.8M +17% 5.03% 82.8% 359 39.28% 1.3
Burns Matteson Capital Management
5319
Burns Matteson Capital Management
New York
$253M +$45.9M +22% 14% 137% 244 43.03% 1.5
Everpar Advisors
5320
Everpar Advisors
Oklahoma
$253M +$32.8M +15% 8.56% – 290 13.1% 1.3
KHCM
5321
Kirtland Hills Capital Management
Ohio
$253M +$35.8M +17% 8.2% – 159 10.06% 1.1
Azarias Capital Management
5322
Azarias Capital Management
Pennsylvania
$252M +$32.5M +15% 22.6% 58.2% 25 8% 2.3
TAGStone Capital
5323
TAGStone Capital
North Carolina
$252M +$10M +4% 6.12% 58.3% 120 8.33% 2.3
Crux Wealth Advisors
5324
Crux Wealth Advisors
California
$252M +$17.5M +7% 6.18% – 172 6.4% 0.7
West Oak Capital
5325
West Oak Capital
California
$252M -$3.16M -1% 7.89% 110% 322 18.01% 7.1