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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)
Heartland Bank & Trust
3901
Heartland Bank & Trust
Illinois
$442M +$206M +87% 0.2% 105% 209 27.27% 1.6
Empire Financial Management Company
3902
Empire Financial Management Company
New York
$442M -$17.9M -4% 1.11% 78.3% 224 12.05% 2.2
CMAI
3903
Capital Management Associates Inc
Minnesota
$442M -$10M -2% 2.02% 75.6% 166 15.06% 1.3
Performa Ltd (US)
3904
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 2.07% 59.6% 56 25% 3
De Burlo Group
3905
De Burlo Group
Massachusetts
$441M -$383M -46% 6.64% 164% 94 22.34% 3.6
Endeavour Capital Advisors
3906
Endeavour Capital Advisors
Connecticut
$441M +$81.6M +23% 0.24% 76.7% 39 15.38% 3.4
EWA LLC
3907
EWA LLC
Pennsylvania
$441M +$31.3M +8% 1.14% 102% 317 25.87% 1.3
Decker Wealth Management LLC
3908
Decker Wealth Management LLC
Tennessee
$441M -$15.2M -3% 0.4% – 110 9.09% 0.2
Triangle Securities Wealth Management
3909
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 0.33% 83.6% 213 7.04% 6.5
Cove Private Wealth
3910
Cove Private Wealth
New York
$440M +$105M +31% 2.77% 126% 188 17.02% 1.2
Austin Wealth Management
3911
Austin Wealth Management
Texas
$440M -$236M -35% 1.29% 52.4% 169 33.14% 2
Cape Ann Asset Management
3912
Cape Ann Asset Management
United Kingdom
$440M +$72.7M +20% 12.4% 199% 11 9.09% 2.5
SailingStone Capital Partners
3913
SailingStone Capital Partners
Texas
$440M +$37.8M +9% 12.4% 152% 17 11.76% 3.2
Abound Wealth Management
3914
Abound Wealth Management
Tennessee
$440M +$13.1M +3% 1.36% 65.7% 1,623 19.72% 2.1
Founders Grove Wealth Partners
3915
Founders Grove Wealth Partners
Virginia
$440M -$4.67M -1% 1.63% – 169 14.79% 0.9
Doliver Advisors
3916
Doliver Advisors
Texas
$440M +$40.3M +10% 15.4% 92.3% 186 8.6% 3.8
DAFNA Capital Management
3917
DAFNA Capital Management
California
$440M +$9.07M +2% 11.1% 313% 87 16.09% 3
Creek Drive Management Group
3918
Creek Drive Management Group
California
$439M +$5.68M +1% 6.48% – 68 48.53% 0.2
The Wealth Group
3919
The Wealth Group
Minnesota
$439M -$7.73M -2% 3.87% 71.9% 98 13.27% 1.5
Speece Thorson Capital Group
3920
Speece Thorson Capital Group
Minnesota
$439M -$23M -5% 5.4% 34.2% 47 29.79% 7.4
Harvey Capital Management
3921
Harvey Capital Management
Florida
$439M -$30.1M -6% 4.91% 147% 92 19.57% 3.9
Whitener Capital Management
3922
Whitener Capital Management
North Carolina
$438M -$1.04M -0.2% 0.4% 113% 179 8.38% 4.9
Winch Advisory Services
3923
Winch Advisory Services
Wisconsin
$438M -$14.1M -3% 2.96% 92.4% 540 6.11% 5.2
Detalus Advisors
3924
Detalus Advisors
Missouri
$438M +$27.6M +7% 2.27% 75.7% 190 12.63% 3.1
Capital City Trust
3925
Capital City Trust
Florida
$437M -$12.3M -3% 0.12% 98.5% 118 8.47% 7.2