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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)
ICW Investment Advisors
4951
ICW Investment Advisors
Arizona
$205M +$19.1M +10% 9.22% 58.6% 139 3.6% 3.4
Eagle Capital Management (Louisiana)
4952
Eagle Capital Management (Louisiana)
Louisiana
$205M +$23.5M +13% 11.9% 103% 35 8.57% 4.9
IronBridge Private Wealth
4953
IronBridge Private Wealth
Texas
$205M +$20.7M +11% 9.32% 143% 54 48.15% 0.9
Sara-Bay Financial
4954
Sara-Bay Financial
Florida
$205M +$7.87M +4% 7.21% 233% 78 8.97% 2.4
Stonebridge Capital Management
4955
Stonebridge Capital Management
California
$205M +$22M +12% 9.37% – 77 3.9% 8.2
EWA LLC
4956
EWA LLC
Pennsylvania
$205M +$50.7M +33% 11.5% 102% 153 32.03% 0.4
Trinity Financial Advisors
4957
Trinity Financial Advisors
Ohio
$205M +$16.8M +9% 9.13% 74.5% 78 11.54% 1.3
Running Point Capital Advisors
4958
Running Point Capital Advisors
California
$205M +$32.5M +19% 9.92% 52.1% 172 20.35% 1.9
OPL
4959
Orland Properties Ltd
British Virgin Islands
$205M +$15.9M +8% 22.6% 77.6% 15 13.33% 1.2
Bank OZK
4960
Bank OZK
Arkansas
$205M +$22.6M +12% 12.2% 112% 149 10.74% 5.4
Hanover Advisors
4961
Hanover Advisors
South Carolina
$205M – – 8.62% – 87 – 0
Lincoln Capital Corp
4962
Lincoln Capital Corp
Rhode Island
$205M +$19.1M +10% 12.3% 82% 82 17.07% 2.7
Strategic Value Bank Partners
4963
Strategic Value Bank Partners
Ohio
$205M +$40.2M +24% 26.1% 98.1% 25 4% 1.5
Newbridge Financial Services Group
4964
Newbridge Financial Services Group
Florida
$205M +$5.73M +3% 13.2% 189% 1,367 23.99% 2.2
Quantedge Capital
4965
Quantedge Capital
Singapore
$205M +$21.3M +12% 13% 110% 144 43.75% 1.1
Congress Park Capital
4966
Congress Park Capital
New York
$205M +$12.4M +6% 12.7% 99.9% 124 12.9% 3.4
Horizon Bancorp
4967
Horizon Bancorp
Indiana
$205M +$48.3M +31% 7.72% 33.4% 255 7.06% 2.1
CIA
4968
Cape Investment Advisory
Georgia
$205M +$28.1M +16% 10.2% 72.5% 1,232 32.71% 0.5
Soviero Asset Management
4969
Soviero Asset Management
New York
$204M +$50.8M +33% 17.8% 676% 47 59.57% 0.6
AFP
4970
Advus Financial Partners
Florida
$204M +$17.9M +10% 8.81% 56.5% 56 10.71% 1.6
Dupree Financial Group
4971
Dupree Financial Group
Kentucky
$204M – – 6.36% 75.8% 56 – 0
Northeast Financial Group
4972
Northeast Financial Group
Pennsylvania
$204M +$41.4M +25% 8.66% 31.6% 74 17.57% 1.4
Henrickson Nauta Wealth Advisors
4973
Henrickson Nauta Wealth Advisors
Michigan
$204M +$40.3M +25% 11.5% 61.6% 74 22.97% 1.3
Kennicott Capital Management
4974
Kennicott Capital Management
California
$204M +$28.4M +16% 15.3% 98% 40 10% 2.2
IMS Capital Management
4975
IMS Capital Management
Oregon
$204M +$36.1M +22% 16.2% 119% 147 16.33% 4.5