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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)
Curran Financial Partners
4201
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 0.93% 49.4% 88 12.5% 2.1
SRH Advisors
4202
SRH Advisors
Kansas
$299M -$16.7M -5% 3.33% 55.7% 313 9.27% 6.3
Mandatum Life Insurance Company
4203
Mandatum Life Insurance Company
Finland
$299M -$426K -0.1% 2.06% 95.9% 92 19.57% 4.5
Sands Capital Ventures
4204
Sands Capital Ventures
Virginia
$299M -$116M -28% 5.98% 167% 20 0% 2.2
Financial Security Advisor
4205
Financial Security Advisor
Virginia
$298M +$12.4M +4% 2.94% 76.3% 121 14.05% 0.6
Heritage Wealth Management (Ohio)
4206
Heritage Wealth Management (Ohio)
Ohio
$298M – – 1.95% – 220 – 0
FSM Wealth Advisors
4207
FSM Wealth Advisors
Ohio
$298M +$16.7M +6% 2.01% 68.4% 170 10% 1.5
US Financial Advisors
4208
US Financial Advisors
Massachusetts
$298M +$9.47M +3% 0.76% 12.6% 90 16.67% 2.7
DecisionPoint Financial
4209
DecisionPoint Financial
Arizona
$298M +$47M +19% 0.21% 48% 280 16.07% 1.1
Steadview Capital Management
4210
Steadview Capital Management
United Kingdom
$298M -$40.4M -12% 11.1% 930% 8 12.5% 2.5
Blueshift Asset Management
4211
Blueshift Asset Management
New Jersey
$298M +$105M +55% 4.5% 38.8% 445 68.31% 0.3
HCM
4212
Hudson Capital Management
New Jersey
$298M +$7.69M +3% 0.3% 66.8% 68 11.76% 3.5
AWA
4213
Aquire Wealth Advisors
Utah
$298M +$11.6M +4% 1.75% 60.2% 47 10.64% 2.1
KEB Asset Management
4214
KEB Asset Management
Illinois
$298M +$4.78M +2% 0.59% 68.9% 73 9.59% 1.7
Bridge City Capital
4215
Bridge City Capital
Oregon
$298M +$23M +8% 0.07% 120% 113 5.31% 3.9
Asset Allocation Strategies
4216
Asset Allocation Strategies
Michigan
$297M +$14.3M +5% 1.7% 58.1% 98 26.53% 0.8
Shilanski & Associates
4217
Shilanski & Associates
Alaska
$297M +$6.95M +2% 2.08% 84.2% 116 16.38% 1.5
Barry Investment Advisors
4218
Barry Investment Advisors
Massachusetts
$297M -$3.01M -1% 0.82% 66.7% 122 7.38% 3.4
Gilliland Jeter Wealth Management
4219
Gilliland Jeter Wealth Management
Arkansas
$297M +$9.8M +3% 5.74% – 705 12.62% 0.3
Riverview Capital Advisers
4220
Riverview Capital Advisers
Massachusetts
$297M +$6.27M +2% 2.14% 84.8% 86 10.47% 1.7
Hemington Wealth Management
4221
Hemington Wealth Management
Virginia
$297M +$20.7M +7% 3.59% 76.1% 116 5.17% 2.4
JRM Investment Counsel
4222
JRM Investment Counsel
Nebraska
$296M -$6.31M -2% 1.43% 65.5% 21 4.76% 4.5
Fosun International
4223
Fosun International
China
$296M -$24.7M -8% 10.6% 41.3% 51 21.57% 2.3
Cloverfields Capital Group
4224
Cloverfields Capital Group
Minnesota
$296M -$568K -0.2% 2.49% 101% 102 12.75% 1.6
Biechele Royce Advisors
4225
Biechele Royce Advisors
Indiana
$296M -$5.43M -2% 1.29% 39.2% 63 14.29% 3.7