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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
HBT
5476
Heartland Bank & Trust
Illinois
$195M +$10.7M +6% 1.31% 95.5% 188 40.43%
CFGF
5477
Compass Financial Group (Florida)
Florida
$195M -$14.3M -7% 1.63% 36.3% 40 7.5%
WA
5478
Win Advisors
Florida
$195M -$12M -6% 0.01% 114% 89 78.65%
CastleKeep Investment Advisors
5479
CastleKeep Investment Advisors
Connecticut
$195M +$51.9M +36% 1.28% 89 11.24%
SV
5480
Stilwell Value
New York
$195M -$3.92M -2% 8.9% 93.8% 32 6.25%
RP
5481
Raelipskie Partnership
Ontario, Canada
$195M -$6.75M -3% 1.46% 128 8.59%
DIM
5482
DC Investments Management
Virginia
$195M +$41.2M +27% 1.94% 44.7% 137 51.09%
WCP
5483
Wealthcare Capital Partners
Pennsylvania
$194M +$2.52M +1% 0.37% 134 16.42%
NME
5484
Notis-McConarty Edward
$194M -$12.2M -6% 0.96% 65.2% 83 16.87%
6F
5485
626 Financial
Michigan
$194M +$8.84M +5% 3.55% 71.3% 114 11.4%
WW
5486
Windle Wealth
Oklahoma
$194M +$13.3M +7% 5.34% 70.5% 33 9.09%
TRIA
5487
Trail Ridge Investment Advisors
Colorado
$194M -$16.3M -8% 2.57% 68.2% 109 12.84%
BCP
5488
Blackhawk Capital Partners
Wisconsin
$194M +$1.05M +0.5% 1.97% 87.2% 153 36.6%
SG
5489
Stephens Group
Arkansas
$194M -$6.1M -3% 1.93% 33.8% 3 0%
AIM
5490
Alhambra Investment Management
Florida
$194M -$916K -0.5% 0.8% 61.5% 173 9.83%
GP
5491
Geneva Partners
Wisconsin
$194M -$52.4M -21% 2.62% 252% 78 32.05%
ANHIM
5492
Alan N. Hoffman Investment Management
Massachusetts
$194M -$27.6M -12% 11.3% 76.8% 14 7.14%
MW
5493
Melia Wealth
Oklahoma
$194M +$2.31M +1% 0.83% 19 0%
RTL
5494
Red Tortoise LLC
Georgia
$194M +$717K +0.4% 1.78% 43.7% 640 19.22%
SIA
5495
SGL Investment Advisors
Montana
$194M -$4.75M -2% 0.6% 121 10.74%
DQRIM
5496
Dale Q Rice Investment Management
Washington
$194M -$33.8M -15% 10.7% 93 31.18%
TS
5497
Twin Securities
New York
$194M +$22.9M +13% 32.7% 467% 26 76.92%
PF
5498
Prosperitas Financial
California
$193M -$4.29M -2% 2.16% 71 28.17%
CA
5499
Cresta Advisors
Texas
$193M +$1.77M +0.9% 2.91% 59.1% 52 13.46%
DCM
5500
Decatur Capital Management
Georgia
$193M -$26.5M -12% 7.3% 132% 49 26.53%