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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)
HPFG
5301
Hart & Patterson Financial Group
Massachusetts
$211M +$9.28M +5% 5.37% – 73 8.22% 0.7
Eads & Heald Wealth Management
5302
Eads & Heald Wealth Management
Georgia
$211M +$4.09M +2% 8.34% 93.3% 148 5.41% 7.5
Towerpoint Wealth
5303
Towerpoint Wealth
California
$211M +$10.7M +5% 6.02% 67.7% 87 9.2% 3.7
Greenfield Savings Bank
5304
Greenfield Savings Bank
Massachusetts
$211M +$16.4M +8% 8.15% 108% 155 9.68% 1.8
Strategic Equity Management
5305
Strategic Equity Management
Arizona
$211M +$57.4M +37% 5.74% 70.3% 55 20% 1.1
Eaton-Cambridge
5306
Eaton-Cambridge
Arizona
$211M +$15.4M +8% 5.12% – 31 6.45% 0.7
Ted Buchan & Co
5307
Ted Buchan & Co
California
$211M +$24.4M +13% 5.56% 65.2% 90 11.11% 1.2
Worldly Partners Management
5308
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 15.5% 19.2% 3 0% 1.8
Unison Asset Management
5309
Unison Asset Management
Florida
$210M +$12.8M +6% 6.55% 81.4% 35 8.57% 2.6
Wolf Group Capital Advisors
5310
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 7.2% 28.2% 142 38.03% 3.7
Squire Investment Management Company
5311
Squire Investment Management Company
Utah
$210M +$33.9M +19% 6.61% – 62 11.29% 0.6
Mill Road Capital Management
5312
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 6.76% 85.1% 24 12.5% 3
Ayrshire Capital Management
5313
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 5.72% 84.8% 49 4.08% 3.2
Bridge Advisory
5314
Bridge Advisory
California
$210M +$7.23M +4% 5.51% 6.7% 101 5.94% 2
CL
5315
COWA LLC
Oklahoma
$210M +$22.6M +12% 7.35% 67.7% 139 17.27% 2.3
BAM
5316
Bosun Asset Management
Illinois
$210M +$40.7M +24% 22% 278% 210 37.62% 0.9
Winthrop Capital Management
5317
Winthrop Capital Management
Indiana
$210M +$10.1M +5% 6.32% – 183 27.32% 0.6
Stonebridge Financial Planning Group
5318
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 5.06% 67.2% 160 5.63% 2.7
Tejara Capital
5319
Tejara Capital
United Kingdom
$210M -$65.2M -24% 4.3% 17.3% 78 41.03% 0.9
Trail Ridge Investment Advisors
5320
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 6.16% 83.9% 108 6.48% 2.1
Fir Tree Capital Management
5321
Fir Tree Capital Management
New York
$210M +$19.6M +10% 1.8% 17.3% 119 59.66% 0.5
Pioneer Wealth Management Group
5322
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 6.31% – 42 4.76% 1.4
BCK Partners
5323
BCK Partners
New York
$210M +$16.1M +8% 6.03% 46% 30 3.33% 3
First Financial Corp
5324
First Financial Corp
Indiana
$210M +$13.2M +7% 8.36% 95.3% 471 7.64% 5.5
Meredith Wealth Planning
5325
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 6.08% 66.5% 49 16.33% 1.3