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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)
Baker Hughes Holdings
6301
Baker Hughes Holdings
Texas
$96.8M -$9.9M -9% 10.5% 38.6% 1 0% 2
Act Two Investors
6302
Act Two Investors
California
$96.8M -$2.04M -2% 4.33% 53% 27 22.22% 2.7
Aldebaran Capital
6303
Aldebaran Capital
Indiana
$96.7M – – 12.1% 80.4% 34 – 0
HM
6304
Harvest Management
New York
$96.7M -$27.2M -22% 43.2% 610% 89 76.4% 0.4
BTG Pactual Global Asset Management
6305
BTG Pactual Global Asset Management
Bermuda
$96.6M -$286M -75% 3.8% 88.9% 121 80.99% 0.9
Piper Sandler & Co
6306
Piper Sandler & Co
Minnesota
$96.6M -$27M -22% 0.26% 0.05% 43 25.58% 0.5
Beacon Financial Planning
6307
Beacon Financial Planning
Massachusetts
$96.5M – – 7.19% 71.1% 22 – 0
Cynosure Group
6308
Cynosure Group
Utah
$96.4M +$3M +3% 8.22% 56.8% 28 10.71% 2.3
Delta Accumulation LLC
6309
Delta Accumulation LLC
California
$96.4M +$89M +1,215% 10.5% 96.5% 110 70% 0.3
Palladiem
6310
Palladiem
Pennsylvania
$96.2M +$1M +1% 4.06% – 59 18.64% 2.2
TA
6311
TCM Advisors
West Virginia
$96.2M -$247M -72% 9.5% 56.1% 60 0% 0.5
Maripau Wealth Management
6312
Maripau Wealth Management
Indiana
$96.1M +$3.44M +4% 6.03% 55.6% 86 11.63% 0.8
Yost Capital Management
6313
Yost Capital Management
Texas
$96.1M +$3.5M +4% 10.9% 125% 17 47.06% 1
CIG
6314
Cascade Investment Group
Colorado
$96.1M – – 8.44% 93.2% 119 – 0
LifeSteps Financial
6315
LifeSteps Financial
California
$96M +$7.28M +8% 7.56% 98.4% 83 28.92% 2.3
RFG Holdings
6316
RFG Holdings
Texas
$95.9M +$13.5M +16% 10.7% 72.3% 14 21.43% 1.7
Beam Wealth Advisors
6317
Beam Wealth Advisors
Louisiana
$95.9M +$6.12M +7% 6.95% 59.7% 117 26.5% 1.9
Precision Wealth Strategies
6318
Precision Wealth Strategies
Missouri
$95.9M -$17.5M -15% 11.1% 106% 134 25.37% 1.2
Mendel Capital Management
6319
Mendel Capital Management
Arkansas
$95.9M +$10.7M +13% 9.05% – 66 4.55% 0.9
Melfa Wealth Management
6320
Melfa Wealth Management
Massachusetts
$95.7M – – 5.48% 42.9% 137 – 0
Laraway Financial Advisors
6321
Laraway Financial Advisors
Minnesota
$95.7M +$6.12M +7% 7.94% 92.3% 105 4.76% 1
Delap Wealth Advisory
6322
Delap Wealth Advisory
Oregon
$95.6M – – 9.13% 73% 66 – 0
Richelieu Gestion
6323
Richelieu Gestion
France
$95.6M +$11.6M +14% 7.78% – 82 29.27% 0.6
Widmann Financial Services
6324
Widmann Financial Services
Maryland
$95.5M +$5.24M +6% 12% 75.2% 86 12.79% 0.9
Catawba River Capital
6325
Catawba River Capital
South Carolina
$95.4M +$11.4M +14% 2.67% 89.5% 19 15.79% 1.7