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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)
Great Point Partners
5426
Great Point Partners
Connecticut
$242M +$88.7M +58% 120% 710% 38 52.63% 0.7
Davidson Trust Company
5427
Davidson Trust Company
Washington
$242M +$25.6M +12% 7.74% 77% 176 10.23% 3.4
Spectrum Wealth Advisory Group
5428
Spectrum Wealth Advisory Group
California
$242M +$27.3M +13% 7.35% 76.1% 67 10.45% 2.5
Heartland Bank & Trust
5429
Heartland Bank & Trust
Illinois
$242M +$28.7M +13% 8.91% 105% 179 12.29% 1.6
Index Venture Life Associates VI
5430
Index Venture Life Associates VI
Jersey
$242M +$111M +85% 84.6% – 1 0% 3.8
Game Plan Financial Advisors
5431
Game Plan Financial Advisors
Ohio
$241M +$12.5M +5% 8.34% – 408 24.02% 1.9
Prosperitas Financial
5432
Prosperitas Financial
California
$241M +$28.3M +13% 11.1% 118% 69 14.49% 1.3
DIM
5433
DC Investments Management
Virginia
$241M +$1.14M +0.5% 3.75% 56.3% 107 14.02% 1.3
Riverwater Partners
5434
Riverwater Partners
Wisconsin
$241M +$28.6M +13% 9.21% 112% 230 17.83% 1.8
Maltin Wealth Management
5435
Maltin Wealth Management
New Jersey
$241M +$18.6M +8% 6.52% 58.2% 134 7.46% 3.2
Meridian Financial Partners
5436
Meridian Financial Partners
Virginia
$241M +$27.9M +13% 8.22% 80.8% 113 7.08% 2.1
Arena Capital Advisors
5437
Arena Capital Advisors
California
$241M +$171M +248% 2.94% 127% 30 23.33% 1.5
Peirce Capital Management
5438
Peirce Capital Management
Texas
$241M +$15M +7% 7.44% 56.6% 46 15.22% 1.5
Robbins Farley
5439
Robbins Farley
New Hampshire
$241M +$25.6M +12% 7.61% 106% 192 20.31% 2.5
Masso Torrence Wealth Management
5440
Masso Torrence Wealth Management
New Jersey
$240M +$23.9M +11% 9.29% 130% 113 15.93% 2
Legacy Bridge
5441
Legacy Bridge
Iowa
$240M +$29.6M +14% 15.8% 236% 317 5.99% 4.1
Paces Ferry Wealth Advisors
5442
Paces Ferry Wealth Advisors
Georgia
$240M +$22.6M +10% 7.32% 72% 131 9.16% 3.4
CNB Bank
5443
CNB Bank
Pennsylvania
$240M +$29.1M +14% 9.16% 91.6% 552 17.39% 4.4
SGL Investment Advisors
5444
SGL Investment Advisors
Montana
$240M +$29.8M +14% 8.82% – 129 9.3% 0.8
WAM
5445
Westport Asset Management
Connecticut
$240M +$13.5M +6% 8.43% 64.2% 76 1.32% 7.2
Bernard Wealth Management
5446
Bernard Wealth Management
Michigan
$239M +$23.6M +11% 10.7% – 345 11.59% 0.6
ORC
5447
O'Rourke & Company
Massachusetts
$239M +$25.1M +12% 8.38% 71.9% 168 6.55% 2.6
Cary Street Partners Investment Advisory
5448
Cary Street Partners Investment Advisory
Virginia
$239M +$32.6M +16% 7.65% 84.1% 640 12.5% 2.6
Concorde Asset Management
5449
Concorde Asset Management
Michigan
$239M – – 8.51% – 222 – 1.9
AFC
5450
Alpine Fox Capital
Nevada
$239M – – 154% – 13 – 0