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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)
Aflac Inc
6651
Aflac Inc
Georgia
$161M -$42.7M -21% 20.1% 28.8% 3 0% 3.1
LAM Group
6652
LAM Group
Oregon
$161M +$11.7M +8% 7.4% 61.8% 73 1.37% 2.6
Richardson Financial Services
6653
Richardson Financial Services
Massachusetts
$161M +$12.4M +8% 7.29% 77.4% 656 28.96% 1.3
OIM
6654
Opus Investment Management
Massachusetts
$161M +$10.8M +7% 7.96% 52.8% 29 0% 9.9
FIDELIS iM
6655
FIDELIS iM
Oregon
$161M -$63.6M -28% 4.81% 44.8% 24 33.33% 3.6
FFG Retirement Advisors
6656
FFG Retirement Advisors
Colorado
$161M +$1.54M +1% 4.84% 43.4% 50 20% 1.6
Impala Asset Management
6657
Impala Asset Management
Florida
$161M +$3.09M +2% 17.8% 62.6% 33 51.52% 0.7
White Wing Wealth Management
6658
White Wing Wealth Management
Texas
$161M +$13.5M +9% 6.6% – 37 21.62% 1.1
Pinney & Scofield
6659
Pinney & Scofield
Massachusetts
$161M +$13.3M +9% 6.54% – 221 2.26% 0.7
Peak XV Partners Operations
6660
Peak XV Partners Operations
Mauritius
$161M -$43M -21% 21.1% – 1 0% 1.8
SCM
6661
Sunbeam Capital Management
Georgia
$161M +$28.9M +22% 8.5% – 105 14.29% 0.6
Del-Sette Capital Management
6662
Del-Sette Capital Management
New York
$161M +$17.1M +12% 11.7% 112% 56 16.07% 1.5
Herbst Group
6663
Herbst Group
Connecticut
$161M -$6.02M -4% 8.94% 142% 59 18.64% 2.1
Manuka Financial
6664
Manuka Financial
Virginia
$161M -$22.6M -12% 6.96% – 58 12.07% 0.6
Ellerson Group
6665
Ellerson Group
Maryland
$161M +$18.9M +13% 15% 148% 63 19.05% 1.7
BRWM
6666
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 8.06% – 112 12.5% 0.6
LeClair Wealth Partners
6667
LeClair Wealth Partners
Ohio
$160M +$13.2M +9% 7.28% – 110 13.64% 0.6
Accuvest Global Advisors
6668
Accuvest Global Advisors
Utah
$160M +$6.72M +4% 2.75% 130% 94 34.04% 0.7
FSA Investment Group
6669
FSA Investment Group
Florida
$160M +$25.4M +19% 7.13% – 40 50% 0.3
M3 Advisory Group
6670
M3 Advisory Group
Massachusetts
$160M +$15.8M +11% 9.18% – 159 10.06% 1.3
South Plains Financial
6671
South Plains Financial
Texas
$160M +$18M +13% 8% – 234 5.56% 0.7
Schwallier Wealth Management
6672
Schwallier Wealth Management
Michigan
$160M -$3.45M -2% 4.42% – 56 21.43% 0.9
Oracle Investment Management
6673
Oracle Investment Management
Connecticut
$160M +$14.3M +10% 15% 865% 22 45.45% 2.3
Oceanside Advisors
6674
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 5.77% – 48 4.17% 1.6
DIG
6675
Dauntless Investment Group
New Hampshire
$160M +$102M +178% 21.8% – 106 73.58% 0.2