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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)
Hedeker Wealth
3801
Hedeker Wealth
Illinois
$281M +$13.8M +5% 5.09% 161% 101 17.82% 2.6
First Reserve GP XIII
3802
First Reserve GP XIII
Connecticut
$281M -$14.2M -5% 4.81% 5.56% 1 0% 0.5
Harrell Investment Partners
3803
Harrell Investment Partners
Texas
$281M +$26.7M +10% 7.94% 121% 94 1.06% 2.4
Strategic Equity Management
3804
Strategic Equity Management
Arizona
$281M +$20.3M +8% 4.3% 74.9% 47 36.17% 0.9
Regatta Capital Group
3805
Regatta Capital Group
California
$281M -$56 -0% 8.03% 78.1% 174 0% 1.1
SPC
3806
Stony Point Capital
New York
$281M -$1.4M -0.5% 14.6% 208% 38 31.58% 0.9
GR Financial Group
3807
GR Financial Group
Arizona
$281M -$17.3M -6% 6.33% 75.4% 12 8.33% 0.2
H2CM
3808
H/2 Credit Manager
Connecticut
$281M +$55.9M +25% 1.94% 97.4% 13 7.69% 1.5
Thrive Capital Management (New York)
3809
Thrive Capital Management (New York)
New York
$281M +$60M +27% 43.9% 205% 9 55.56% 1.4
SailingStone Capital Partners
3810
SailingStone Capital Partners
Texas
$281M -$18.5M -6% 3.07% 152% 33 66.67% 2.8
Broadleaf Partners
3811
Broadleaf Partners
Ohio
$280M +$26.9M +11% 8.21% 180% 74 5.41% 3.3
Waypoint Wealth Partners
3812
Waypoint Wealth Partners
California
$280M +$26M +10% 8.13% 52.1% 74 20.27% 1.3
AH Equity Partners LSV I
3813
AH Equity Partners LSV I
California
$280M +$83.9M +43% 55.2% – 3 0% 1.3
Timber Creek Capital Management
3814
Timber Creek Capital Management
Massachusetts
$280M +$16M +6% 8.36% 139% 135 7.41% 5.4
Steginsky Capital
3815
Steginsky Capital
New York
$280M +$9.43M +3% 8.15% 99.4% 7 0% 6.1
LIC
3816
Laurus Investment Counsel
Canada
$280M +$10.9M +4% 12.3% 14.1% 50 22% 3
Optas LLC
3817
Optas LLC
Texas
$280M +$37.8M +16% 10.4% 118% 169 17.75% 2
Castle Rock Wealth Management
3818
Castle Rock Wealth Management
California
$280M +$56.2M +25% 4.52% 115% 234 15.38% 1.8
Triangle Securities Wealth Management
3819
Triangle Securities Wealth Management
North Carolina
$280M +$6.88M +3% 4.94% 83.6% 184 2.17% 5.4
Diversified
3820
Diversified
Delaware
$279M +$24.9M +10% 8.46% 34.4% 162 14.81% 1.3
LeJeune Puetz Investment Counsel
3821
LeJeune Puetz Investment Counsel
Michigan
$279M +$11.3M +4% 4.02% 64.1% 201 6.97% 4.6
Elevated Capital Advisors
3822
Elevated Capital Advisors
Utah
$279M +$17M +6% 4.75% 50.2% 171 10.53% 2
Athyrium Capital Management
3823
Athyrium Capital Management
New York
$279M +$41.2M +17% 45.4% 25.1% 10 20% 1.3
Manchester Global Management
3824
Manchester Global Management
United Kingdom
$279M +$32.1M +13% 17.1% 156% 23 26.09% 0.2
Marshall Financial Group (Maryland)
3825
Marshall Financial Group (Maryland)
Maryland
$279M +$21.3M +8% 7.29% 63.5% 197 24.87% 1.3