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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)
Morton Community Bank
3876
Morton Community Bank
Illinois
$432M +$29.7M +7% 5.53% – 116 4.31% 1.5
CWAG
3877
Compton Wealth Advisory Group
Virginia
$432M +$36.7M +9% 8.13% 76.1% 86 9.3% 4.5
Beacon Financial Advisory
3878
Beacon Financial Advisory
Ohio
$432M +$45M +12% 6.96% 76.8% 388 10.31% 2.3
Herold Advisors
3879
Herold Advisors
New York
$432M -$45.5M -10% 7.85% 90.2% 316 23.1% 2.9
Bridgewealth Advisory Group
3880
Bridgewealth Advisory Group
California
$431M +$37.4M +9% 4.79% 39.1% 129 5.43% 0.9
Addison Advisors
3881
Addison Advisors
Vermont
$431M +$30.5M +8% 5.24% 50.2% 918 7.73% 2.8
AMI Investment Management
3882
AMI Investment Management
Indiana
$431M +$43.7M +11% 5.31% 52% 77 14.29% 5.7
Camrose Capital Investment Partners
3883
Camrose Capital Investment Partners
United Kingdom
$431M +$31.5M +8% 2.43% – 9 0% 0.8
WWMSC
3884
Wagner Wealth Management (South Carolina)
South Carolina
$431M -$7.62M -2% 4.47% 36.4% 271 14.39% 3.2
Wolff Financial Management
3885
Wolff Financial Management
Michigan
$431M +$43.6M +11% 5.16% 56.7% 102 4.9% 2.5
Bluescape Energy Partners
3886
Bluescape Energy Partners
Texas
$431M +$19.6M +5% 5.8% 57.9% 6 0% 3.6
Alpine Woods Capital Investors
3887
Alpine Woods Capital Investors
New York
$430M +$9.2M +2% 9.44% 105% 167 16.17% 5.2
Stokes Capital Advisors
3888
Stokes Capital Advisors
South Carolina
$430M +$21.4M +5% 4.7% 61.3% 69 4.35% 5
Frisch Financial Group
3889
Frisch Financial Group
New York
$430M +$21.1M +5% 7.56% 66.6% 168 20.83% 3.1
EGA
3890
E&G Advisors
Texas
$430M +$44M +11% 9.43% 97.7% 232 11.64% 3
Wendel SE
3891
Wendel SE
$429M +$79.3M +23% 22.7% – 1 0% 0.5
Matthews International Capital Management
3892
Matthews International Capital Management
California
$429M -$5.29M -1% 14% 227% 42 9.52% 2.7
Siemens
3893
Siemens
Germany
$429M +$163M +61% 61% 16.8% 1 0% 3
Capco Asset Management
3894
Capco Asset Management
Florida
$429M -$46.6M -10% 2.79% 46.1% 27 0% 4.5
Paradiem
3895
Paradiem
Louisiana
$429M +$32.6M +8% 10.9% 107% 76 40.79% 1.5
DecisionPoint Financial
3896
DecisionPoint Financial
Arizona
$429M +$37.3M +10% 5.25% 48% 678 8.41% 0.8
Prosight Management
3897
Prosight Management
Texas
$429M +$18.7M +5% 25% 39.5% 50 38% 1
Ipswich Investment Management
3898
Ipswich Investment Management
Massachusetts
$428M +$13.7M +3% 6.66% 104% 190 5.26% 6.2
Beacon Harbor Wealth Advisors
3899
Beacon Harbor Wealth Advisors
Virginia
$428M +$27.2M +7% 12.3% 143% 89 39.33% 1.9
Medina Value Partners
3900
Medina Value Partners
California
$428M +$62.6M +17% 0.56% 80% 34 52.94% 0.5