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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)
Twele Capital Management
3351
Twele Capital Management
Minnesota
$472M -$152K -0% 0.4% 37.1% 40 2.5% 8.9
III
3352
Independent Investors Inc
New York
$471M -$34M -7% 5.39% 94.5% 71 8.45% 8.3
Iowa State Bank
3353
Iowa State Bank
Iowa
$471M -$9.6M -2% 0.04% 85.7% 122 15.57% 5.6
Gallatin Point Capital
3354
Gallatin Point Capital
Connecticut
$470M +$52.3M +13% 13% – 2 0% 0.3
Altiora Financial Group
3355
Altiora Financial Group
Ohio
$470M +$10.7M +2% 0.6% 41.1% 96 8.33% 1.6
Bearing Point Capital
3356
Bearing Point Capital
Minnesota
$470M -$9.5M -2% 1.07% – 177 18.08% 0.2
MAM
3357
Milestone Asset Management
Pennsylvania
$470M +$15.8M +3% 0.17% 64.4% 254 30.31% 1
Technology Crossover Management VIII
3358
Technology Crossover Management VIII
California
$470M -$111M -19% 18% 70% 6 16.67% 4.2
Laffer Tengler Investments
3359
Laffer Tengler Investments
Tennessee
$470M -$38.9M -8% 2.28% 96.5% 158 24.05% 3
Westside Investment Management
3360
Westside Investment Management
California
$469M -$5.07M -1% 1.56% 126% 1,027 8.67% 4.4
Regents of the University of California
3361
Regents of the University of California
California
$468M +$146M +45% 10% 76.6% 8 50% 0.5
Impact Partnership Wealth
3362
Impact Partnership Wealth
Georgia
$468M -$27.2M -5% 1.2% 47.3% 350 43.43% 0.8
CNBTD
3363
Citizens National Bank Trust Department
Mississippi
$468M -$4.82M -1% 0.21% 124% 411 17.27% 2.9
Schnieders Capital Management
3364
Schnieders Capital Management
California
$468M -$36.5M -7% 1.59% 103% 214 8.88% 6
GUB
3365
Golden Unicorn BVI
$468M -$100M -18% 16.5% – 3 0% 0.3
Prestige Wealth Management Group
3366
Prestige Wealth Management Group
New Jersey
$468M -$13.2M -3% 1.54% 55.8% 1,077 9.01% 4.3
CTAF
3367
Call To Action Foundation
Utah
$467M -$21.2M -4% 4.62% – 1 0% 1.3
A6
3368
Anchor @ 65
Singapore
$467M +$58M +14% 27.1% – 2 0% 0.3
Ironwood Financial
3369
Ironwood Financial
Arizona
$466M -$10.4M -2% 2.8% 54.1% 164 6.1% 5.1
Mountain Capital Investment Advisors
3370
Mountain Capital Investment Advisors
Colorado
$466M -$16.7M -3% 2.5% 70.1% 69 18.84% 1.7
First Fiduciary Investment Counsel
3371
First Fiduciary Investment Counsel
Ohio
$466M -$25.6M -5% 0% 60% 69 5.8% 4.8
Raine Capital
3372
Raine Capital
New York
$466M +$163M +54% 11.5% 119% 4 25% 3.1
Cadinha & Co
3373
Cadinha & Co
Hawaii
$465M -$137M -23% 2.68% 132% 106 12.26% 6.4
Deltec Asset Management
3374
Deltec Asset Management
New York
$465M -$40.3M -8% 7.1% 127% 188 27.13% 3
Carolinas Wealth Consulting
3375
Carolinas Wealth Consulting
North Carolina
$465M -$43.9M -9% 2.65% 24.6% 1,109 13.44% 3.1