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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)
Defined Wealth Management
6076
Defined Wealth Management
Oregon
$119M +$11.4M +11% 5.61% 78.1% 104 10.58% 1.9
Atmos Advisory
6077
Atmos Advisory
Pennsylvania
$119M +$2.71M +2% 1.94% 31.9% 20 0% 1.5
Sterling Manor Financial
6078
Sterling Manor Financial
New York
$119M +$15.4M +15% 2.6% – 62 75.81% 0.8
International City Management Association Retirement Corp
6079
International City Management Association Retirement Corp
District of Columbia
$118M +$4.16M +4% 3.79% 42.9% 6 0% 0.5
Stadium Capital Management
6080
Stadium Capital Management
Connecticut
$118M -$28.8M -20% 10.8% 10.9% 14 28.57% 0.8
Paragon Capital Management (Utah)
6081
Paragon Capital Management (Utah)
Utah
$118M +$3.74M +3% 4.8% 72.3% 77 22.08% 0.9
Corbin Capital Partners
6082
Corbin Capital Partners
New York
$118M -$61.6M -34% 2.49% 87.7% 89 34.83% 1.2
Carson Advisory
6083
Carson Advisory
Georgia
$118M +$5.87M +5% 4.52% 68.6% 166 15.06% 1.1
BlackDiamond Wealth Management
6084
BlackDiamond Wealth Management
New York
$118M +$20.7M +21% 5.31% 70.8% 133 20.3% 0.9
Kopion Asset Management
6085
Kopion Asset Management
Texas
$118M +$3.12M +3% 7.49% 80.5% 19 0% 3
Brogan Financial
6086
Brogan Financial
Tennessee
$118M +$2.22M +2% 1.18% 46.4% 37 5.41% 0.5
HAM
6087
Hedges Asset Management
Nevada
$118M +$151K +0.1% 1.45% – 107 4.67% 1.3
MFG
6088
MTM Financial Group
Pennsylvania
$118M +$4.35M +4% 3.79% 36.5% 50 12% 1.1
Dalton Investments
6089
Dalton Investments
Nevada
$118M +$4.07M +4% 6.37% 95.1% 28 10.71% 3
Oaktree Fund Advisors
6090
Oaktree Fund Advisors
California
$118M +$12.1M +11% 5.26% 132% 49 8.16% 0.8
Midwest Financial Group
6091
Midwest Financial Group
Kansas
$118M +$9.47M +9% 4.17% 103% 102 16.67% 0.2
Merrion Investment Management
6092
Merrion Investment Management
New Jersey
$118M +$13.2M +13% 8.73% 161% 101 11.88% 1.8
AI
6093
Arrien Investments
Idaho
$118M +$15.2M +15% 2.83% 42.7% 41 21.95% 0.2
Beacon Financial Planning
6094
Beacon Financial Planning
Massachusetts
$118M +$11M +10% 8.14% 71.1% 31 19.35% 0.4
Trustees of the Smith College
6095
Trustees of the Smith College
Massachusetts
$118M -$16.1M -12% 1.34% – 5 0% 1.3
Fairfield University
6096
Fairfield University
Connecticut
$118M +$3.47M +3% 4.49% 61.9% 4 0% 6.1
Washington Capital Management
6097
Washington Capital Management
Washington
$118M +$5.32M +5% 3.61% 81.8% 121 24.79% 2.8
Guardian Investment Management
6098
Guardian Investment Management
California
$118M -$15.9M -12% 7.32% 103% 58 12.07% 5.4
DHK Financial Advisors
6099
DHK Financial Advisors
New Hampshire
$118M +$37M +46% 3.94% 46.1% 62 33.87% 0.7
Innova Wealth Partners
6100
Innova Wealth Partners
Pennsylvania
$117M +$3.31M +3% 5.68% 72.5% 62 27.42% 1.3