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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)
Red Tortoise LLC
5576
Red Tortoise LLC
Georgia
$121M -$11.3M -9% 12.2% 43.7% 67 10.45% 0.7
University of Maryland Foundation
5577
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 16.2% 51.2% 7 14.29% 1.8
Security National Bank of So Dak
5578
Security National Bank of So Dak
Iowa
$121M -$22.8M -16% 12.6% 67.7% 105 17.14% 4.9
CVS Health
5579
CVS Health
Rhode Island
$121M -$28.3M -19% 5.67% 48.7% 6 0% 0.4
Capital Square
5580
Capital Square
Tennessee
$121M -$19.7M -14% 10.6% 62.5% 162 13.58% 1.7
Garrison Point Advisors
5581
Garrison Point Advisors
California
$120M -$22.4M -16% 13.2% 81.5% 155 9.03% 2.8
LI
5582
Latigo Investments
Florida
$120M -$23.3M -16% 15.8% 56.6% 17 11.76% 0.5
MWA
5583
Miller Wealth Advisors
Colorado
$120M -$33.6M -22% 19.1% 117% 96 11.46% 0.5
Threadgill Financial
5584
Threadgill Financial
Texas
$120M -$130M -52% 14.2% 49.3% 43 16.28% 0.6
Strategic Investment Management
5585
Strategic Investment Management
Virginia
$120M -$19.5M -14% 12.8% 53.4% 10 10% 4.8
A.D. Beadell Investment Counsel
5586
A.D. Beadell Investment Counsel
Wisconsin
$120M -$30.7M -20% 8.54% 83.3% 91 21.98% 4.5
Steward Financial Group
5587
Steward Financial Group
Texas
$120M +$8.07M +7% 13.1% – 1,503 78.18% 0.1
Nierenberg Investment Management Company
5588
Nierenberg Investment Management Company
Washington
$120M -$21.2M -15% 16.3% 135% 46 23.91% 1.1
Sterling Investment Management
5589
Sterling Investment Management
Arizona
$120M -$21.9M -15% 11.7% 45.3% 78 20.51% 3.8
Riverpark Capital Management
5590
Riverpark Capital Management
New York
$120M -$59.6M -33% 33.2% 152% 33 18.18% 3.9
MCM
5591
McMillion Capital Management
North Carolina
$120M -$41.3M -26% 14.6% 59.3% 222 65.77% 1.9
Resource Planning Group
5592
Resource Planning Group
Georgia
$120M -$19.1M -14% 10.5% 1.9% 73 19.18% 2.6
Frontier Asset Management
5593
Frontier Asset Management
Wyoming
$120M -$22.6M -16% 12.3% 51.8% 49 42.86% 0.3
Pinion Investment Advisors
5594
Pinion Investment Advisors
Kansas
$120M -$24.3M -17% 11.6% 75.4% 175 18.29% 2.3
Vetamer Capital Management
5595
Vetamer Capital Management
California
$120M -$35.8M -23% 25.5% – 55 38.18% 0.3
Derbend Asset Management
5596
Derbend Asset Management
Georgia
$120M +$17.4M +17% 13.3% 23.9% 92 32.61% 0.9
Pinnacle Wealth Management Group
5597
Pinnacle Wealth Management Group
Michigan
$119M -$13.4M -10% 11.4% 64.3% 123 11.38% 0.8
Gator Capital Management
5598
Gator Capital Management
Florida
$119M -$17.4M -13% 15.4% 245% 78 19.23% 1.6
Van Leeuwen & Company
5599
Van Leeuwen & Company
New Jersey
$119M -$16.6M -12% 11.3% 75.4% 71 38.03% 2
Clarus Group
5600
Clarus Group
Texas
$119M -$27.7M -19% 13.2% 67.5% 120 17.5% 1.2