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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)
Beddow Capital Management
5076
Beddow Capital Management
Wyoming
$243M -$727K -0.3% 2.85% 50.7% 60 5% 5.4
HRC
5077
Hoertkorn Richard Charles
$243M +$11.4M +5% 11.3% 182% 82 1.22% 7.7
PWM
5078
Prosperity Wealth Management
California
$243M -$7.08M -3% 9.01% 175% 254 40.55% 0.8
IP
5079
Investment Partners
Ohio
$243M +$2.67M +1% 0.43% 83.2% 155 10.97% 5.6
Commonwealth Retirement Investments
5080
Commonwealth Retirement Investments
Virginia
$243M +$4.34M +2% 1.56% 96.7% 102 13.73% 1.3
Nordwand Advisors
5081
Nordwand Advisors
Pennsylvania
$243M -$131M -35% 0.95% 103% 147 23.13% 1.3
Texas Bank & Trust
5082
Texas Bank & Trust
Texas
$243M – – 0.79% – 176 – 0
SoundView Advisors
5083
SoundView Advisors
Washington
$243M – – 0.54% – 33 – 0
INCA Investments
5084
INCA Investments
Florida
$243M +$8.25M +4% 10.8% 120% 11 18.18% 4.8
OneAscent Wealth Management
5085
OneAscent Wealth Management
Alabama
$243M -$20.9M -8% 1.07% 50.6% 196 28.06% 0.9
California First Leasing Corp
5086
California First Leasing Corp
California
$243M +$12.6M +5% 10.5% 377% 46 8.7% 2
GBI
5087
GP Brinson Investments
Illinois
$242M -$1.99M -0.8% 0.38% 51.2% 16 0% 3.2
G&S Capital
5088
G&S Capital
Colorado
$242M +$3.78M +2% 0.67% 85.6% 135 23.7% 2.7
MP
5089
Mediatel Partners
Texas
$242M -$23.4M -9% 8.57% 11.6% 3 0% 8.5
Acorn Wealth Advisors
5090
Acorn Wealth Advisors
Michigan
$242M +$9.47M +4% 0.83% 58.8% 247 12.96% 3.1
Cambridge Financial Group
5091
Cambridge Financial Group
Ohio
$242M – – 2.94% – 33 – 4.8
Paradoxiom Capital
5092
Paradoxiom Capital
Connecticut
$242M – – 9.52% – 33 – 0
Farringdon Capital
5093
Farringdon Capital
United Kingdom
$242M – – 3.22% – 417 – 0
Omnia Family Wealth
5094
Omnia Family Wealth
Florida
$242M +$8.61M +4% 1.37% 80.6% 85 14.12% 4.3
Tealwood Asset Management
5095
Tealwood Asset Management
Minnesota
$242M +$13.3M +6% 1.04% 128% 144 15.28% 2.8
Sonata Capital Group
5096
Sonata Capital Group
Washington
$242M +$4.89M +2% 1.44% 66.5% 115 5.22% 5.4
Triata Capital
5097
Triata Capital
Hong Kong
$241M – – 5.41% – 12 – 0
Spider Management Company
5098
Spider Management Company
Virginia
$241M +$36.3M +18% 1.76% – 5 20% 0.9
BOC
5099
Barbara Oil Co
Illinois
$241M -$3.52M -1% 0.44% 76.9% 77 3.9% 8.2
Bank OZK
5100
Bank OZK
Arkansas
$241M -$941K -0.4% 0.83% 112% 153 6.54% 5.9