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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)
Hill Investment Group Partners
5326
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 5.63% 50.6% 32 12.5% 0.4
Landmark Wealth Management (New York)
5327
Landmark Wealth Management (New York)
New York
$171M – – 4.03% 42.7% 37 – 0
Northeast Financial Group
5328
Northeast Financial Group
Pennsylvania
$171M +$15.8M +10% 8% 31.6% 48 12.5% 0.9
Eliot Finkel Investment Counsel
5329
Eliot Finkel Investment Counsel
California
$171M +$14.9M +10% 12% 85.5% 34 8.82% 3.5
CIA
5330
Citadel Investment Advisory
Ohio
$171M +$9.6M +6% 7.29% 66.1% 75 1.33% 1
Sowa Financial Group
5331
Sowa Financial Group
Rhode Island
$171M +$16.7M +11% 9.27% 100% 73 9.59% 1.7
Naman Capital
5332
Naman Capital
Brazil
$171M +$8.51M +5% 4.95% 89.9% 17 0% 2.4
TI
5333
Truehand Inc
New Hampshire
$171M +$1.59M +0.9% 9.55% 86.9% 194 2.06% 2.7
Cascade Investment Advisors
5334
Cascade Investment Advisors
Oregon
$171M +$17.3M +11% 9.66% 79.1% 266 3.38% 3.2
Cordant Inc
5335
Cordant Inc
Oregon
$171M +$6.26M +4% 3.11% 47% 400 84.5% 1.4
Jackson Hill Advisors
5336
Jackson Hill Advisors
Texas
$171M – – 7.62% 61.2% 9 – 0
Burke & Herbert Bank & Trust
5337
Burke & Herbert Bank & Trust
Virginia
$171M +$15.8M +10% 11.9% 81.5% 153 5.88% 5.6
Brooks Moore & Associates
5338
Brooks Moore & Associates
Tennessee
$170M +$17.7M +12% 11% 63.7% 100 7% 2.4
Fifth Lane Capital
5339
Fifth Lane Capital
Texas
$170M – – 1.09% 80.4% 299 – 0
Riverview Trust Company
5340
Riverview Trust Company
Washington
$170M +$76M +80% 5.44% 87.6% 242 4.55% 2.6
AUA Capital Management
5341
AUA Capital Management
Pennsylvania
$170M +$12.5M +8% 6.78% 70.2% 364 3.3% 2.6
Rainsberger Wealth Advisors
5342
Rainsberger Wealth Advisors
Colorado
$170M – – 7.01% – 66 – 0
CenterBook Partners
5343
CenterBook Partners
Connecticut
$170M – – 0.44% 59.2% 278 – 0
Coyle Financial Counsel
5344
Coyle Financial Counsel
Illinois
$170M -$752K -0.4% 8.94% 67.3% 68 8.82% 2.2
CCM
5345
Conway Capital Management
California
$170M +$22.7M +15% 14.6% 139% 75 25.33% 0.8
Greenup Street Wealth Management
5346
Greenup Street Wealth Management
Michigan
$170M – – 5.9% 69.8% 82 – 0
Bregal Investments
5347
Bregal Investments
New York
$170M -$103M -38% 37.7% – 1 0% 1
Bregal North America General Partner Jersey
5348
Bregal North America General Partner Jersey
Jersey
$170M -$103M -38% 37.7% 71.3% 1 0% 1
Bregal Sagemount I
5349
Bregal Sagemount I
Jersey
$170M -$103M -38% 37.7% 71.3% 1 0% 1
Eudaimonia Advisors
5350
Eudaimonia Advisors
Tennessee
$170M – – 8.6% – 165 – 0