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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)
Horizon Bancorp
5176
Horizon Bancorp
Indiana
$157M -$21.9M -12% 0.58% 33.4% 229 25.76% 2.3
Benchmark Wealth Management
5177
Benchmark Wealth Management
Connecticut
$157M +$17.9M +13% 4.11% 42.7% 54 9.26% 2.4
Eliot Finkel Investment Counsel
5178
Eliot Finkel Investment Counsel
California
$157M -$908K -0.6% 0.71% 85.5% 31 6.45% 4.1
Tanglewood Legacy Advisors
5179
Tanglewood Legacy Advisors
Texas
$157M +$16.1M +11% 4.85% 61.1% 280 12.14% 0.2
1C
5180
1623 Capital
Virginia
$157M +$18.1M +13% 7.93% 11.9% 26 3.85% 2.4
Ceera Investments
5181
Ceera Investments
Texas
$157M -$1.46M -0.9% 15.8% 56.1% 85 28.24% 1.2
Bond & Devick Financial Network
5182
Bond & Devick Financial Network
Minnesota
$157M +$16.4M +12% 4.6% 46.9% 131 9.16% 1.7
Gainplan
5183
Gainplan
Michigan
$157M +$115M +274% 8.23% 103% 47 34.04% 1.2
Riverstone Advisors
5184
Riverstone Advisors
Texas
$157M +$12.5M +9% 6.27% 104% 52 19.23% 2.2
Trust Company of Kansas
5185
Trust Company of Kansas
Kansas
$157M +$2.24M +1% 8.94% 100% 54 20.37% 2.3
WA1
5186
Wimmer Associates 1
California
$157M +$5.08M +3% 8.17% 78.9% 110 4.55% 5.5
Keyframe Capital Partners
5187
Keyframe Capital Partners
New York
$157M +$16.7M +12% 1.04% 6.45% 12 41.67% 0.3
Peoples Bank (Ohio)
5188
Peoples Bank (Ohio)
Ohio
$157M +$1.26M +0.8% 3.71% 78.9% 131 15.27% 3.9
Baugh & Associates
5189
Baugh & Associates
Georgia
$156M +$2.12M +1% 2.62% 98.8% 41 4.88% 4.2
IronBridge Private Wealth
5190
IronBridge Private Wealth
Texas
$156M +$35M +29% 12% 143% 39 51.28% 0.9
Aspen Investment Management
5191
Aspen Investment Management
Michigan
$156M +$3.4M +2% 2.56% 92.6% 140 19.29% 6.1
IWN
5192
Independent Wealth Network
Iowa
$156M +$10.1M +7% 4.21% 78.2% 214 13.08% 1.1
Vishria Bird Financial Group
5193
Vishria Bird Financial Group
Tennessee
$156M +$12.8M +9% 13.8% 74.3% 62 16.13% 2.6
Accretive Wealth Partners
5194
Accretive Wealth Partners
New Jersey
$156M +$10.8M +7% 6.33% 64.4% 119 10.92% 1.7
R.W. Roge & Company
5195
R.W. Roge & Company
New York
$156M +$5.72M +4% 6.22% 76.3% 46 21.74% 2
QC
5196
Qalhat Capital
British Virgin Islands
$156M -$64.4M -29% 7.01% 90.3% 13 30.77% 1.1
Lexington Partners
5197
Lexington Partners
New York
$156M -$23.9M -13% 8.75% 24.5% 6 16.67% 2.2
Blue Owl Capital Holdings
5198
Blue Owl Capital Holdings
New York
$156M -$78.9M -34% 20.1% 145% 45 71.11% 0.9
Interactive Financial Advisors
5199
Interactive Financial Advisors
Illinois
$156M -$10.9M -7% 4.1% 47.6% 167 52.1% 6.2
MQS Management
5200
MQS Management
New York
$156M +$8.97M +6% 0.53% 4.55% 641 82.84% 0.1