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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)
Callodine Capital Management
3351
Callodine Capital Management
Massachusetts
$484M +$4.65M +1% 2.74% 53.8% 49 28.57% 1.6
SC&H Financial Advisors
3352
SC&H Financial Advisors
Maryland
$484M +$26.3M +6% 1.2% 66.2% 154 4.55% 2.4
Steadview Capital Management
3353
Steadview Capital Management
United Kingdom
$483M +$159M +49% 48.9% 839% 10 50% 1.6
Gemsstock Ltd
3354
Gemsstock Ltd
United Kingdom
$483M +$276M +134% 2.53% 149% 17 52.94% 0.4
Mountain Capital Investment Advisors
3355
Mountain Capital Investment Advisors
Colorado
$483M +$27M +6% 2.15% 63.3% 68 17.65% 1.5
TLP
3356
Tri Locum Partners
New York
$483M +$65.3M +16% 5.92% 357% 32 50% 0.7
Sensible Financial Planning & Management
3357
Sensible Financial Planning & Management
Massachusetts
$482M -$24M -5% 2.46% 24.5% 53 45.28% 6.2
Clifford Capital Partners
3358
Clifford Capital Partners
Utah
$482M -$19.8M -4% 0.66% 77.3% 59 27.12% 2.9
Austin Wealth Management
3359
Austin Wealth Management
Texas
$482M +$26.8M +6% 1.88% 48.2% 123 5.69% 1.1
MinichMacGregor Wealth Management
3360
MinichMacGregor Wealth Management
New York
$482M +$15.1M +3% 0.56% 130% 130 18.46% 1.9
Buck Wealth Strategies
3361
Buck Wealth Strategies
Colorado
$481M +$163M +51% 0.6% 48.4% 81 18.52% 0.9
Financial Management Network
3362
Financial Management Network
California
$481M +$2.98M +0.6% 0.29% 62.5% 182 17.58% 2.4
Prestige Wealth Management Group
3363
Prestige Wealth Management Group
New Jersey
$481M -$2.6M -0.5% 0.31% 55.8% 1,077 7.06% 4
Iowa State Bank
3364
Iowa State Bank
Iowa
$481M -$5.71M -1% 0.98% 85.7% 112 7.14% 6.1
AWAM
3365
Appian Way Asset Management
New York
$480M +$35.6M +8% 1.06% 49.4% 50 72% 0.3
Harfst & Associates
3366
Harfst & Associates
Wyoming
$480M +$34.8M +8% 10.9% 88.1% 98 8.16% 5.1
Unique Wealth
3367
Unique Wealth
Florida
$480M +$43M +10% 1.03% 68.5% 148 22.97% 1
Bearing Point Capital
3368
Bearing Point Capital
Minnesota
$480M – – 2.14% – 162 – 0
Simplicity Wealth
3369
Simplicity Wealth
New Jersey
$480M -$600M -56% 1.78% 82.2% 535 47.29% 0.9
Chemung Canal Trust
3370
Chemung Canal Trust
New York
$480M -$14.8M -3% 1.17% 80.9% 125 4% 7.1
Schoolcraft Capital
3371
Schoolcraft Capital
Colorado
$479M -$13.3M -3% 2.42% 58.7% 69 2.9% 3.9
First National Bank & Trust Co of Newtown
3372
First National Bank & Trust Co of Newtown
Pennsylvania
$479M -$42.9M -8% 0.84% 55.7% 140 6.43% 8.7
Bricktown Capital
3373
Bricktown Capital
Michigan
$479M -$58M -11% 1.94% 46.2% 28 14.29% 1.3
Heron Bay Capital Management
3374
Heron Bay Capital Management
Michigan
$479M +$3.22M +0.7% 6.76% 58.9% 130 32.31% 1.6
Talon Private Wealth
3375
Talon Private Wealth
Florida
$479M +$3.29M +0.7% 1.21% – 354 32.77% 0.2