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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)
Fairfield University
5601
Fairfield University
Connecticut
$195M +$8.01M +4% 2.54% 61.9% 3 0% 7.6
TLP
5602
Tri Locum Partners
New York
$195M -$288M -60% 6.06% 357% 37 64.86% 0.7
Riverwater Partners
5603
Riverwater Partners
Wisconsin
$195M -$10.7M -5% 2.21% 112% 233 22.32% 1.7
Heartland Bank & Trust
5604
Heartland Bank & Trust
Illinois
$195M +$10.7M +6% 1.31% 105% 188 40.43% 1.5
Compass Financial Group (Florida)
5605
Compass Financial Group (Florida)
Florida
$195M -$14.3M -7% 1.63% 47.5% 40 7.5% 4.2
WA
5606
Win Advisors
Florida
$195M -$12M -6% 0.01% 266% 89 78.65% 0.3
CastleKeep Investment Advisors
5607
CastleKeep Investment Advisors
Connecticut
$195M +$51.9M +36% 1.28% – 89 11.24% 0.9
SV
5608
Stilwell Value
New York
$195M -$3.92M -2% 8.9% 87.9% 32 6.25% 5.4
Raelipskie Partnership
5609
Raelipskie Partnership
Ontario, Canada
$195M -$6.75M -3% 1.46% – 128 8.59% 1
DIM
5610
DC Investments Management
Virginia
$195M +$41.2M +27% 1.94% 56.3% 137 51.09% 1
Wealthcare Capital Partners
5611
Wealthcare Capital Partners
Pennsylvania
$194M +$2.52M +1% 0.37% – 134 16.42% 0.2
NME
5612
Notis-McConarty Edward
$194M -$12.2M -6% 0.96% 91.2% 83 16.87% 7.5
626 Financial
5613
626 Financial
Michigan
$194M +$8.84M +5% 3.55% 81.1% 114 11.4% 3
Lynx Capital Group
5614
Lynx Capital Group
Ohio
$194M +$20.6M +12% 0.26% 65.6% 84 13.1% 1.1
Windle Wealth
5615
Windle Wealth
Oklahoma
$194M +$13.3M +7% 5.34% 73% 33 9.09% 2
Trail Ridge Investment Advisors
5616
Trail Ridge Investment Advisors
Colorado
$194M -$16.3M -8% 2.57% 83.9% 109 12.84% 2.5
Blackhawk Capital Partners
5617
Blackhawk Capital Partners
Wisconsin
$194M +$1.05M +0.5% 1.97% 87.2% 153 36.6% 1.4
Stephens Group
5618
Stephens Group
Arkansas
$194M -$6.1M -3% 1.93% 45% 3 0% 3
Alhambra Investment Management
5619
Alhambra Investment Management
Florida
$194M -$916K -0.5% 0.8% 67.7% 173 9.83% 3.1
Geneva Partners
5620
Geneva Partners
Wisconsin
$194M -$52.4M -21% 2.62% 417% 78 32.05% 2.4
Alan N. Hoffman Investment Management
5621
Alan N. Hoffman Investment Management
Massachusetts
$194M -$27.6M -12% 11.3% 114% 14 7.14% 3.3
Melia Wealth
5622
Melia Wealth
Oklahoma
$194M +$2.31M +1% 0.83% – 19 0% 1.1
Red Tortoise LLC
5623
Red Tortoise LLC
Georgia
$194M +$717K +0.4% 1.78% 43.7% 640 19.22% 1.9
SGL Investment Advisors
5624
SGL Investment Advisors
Montana
$194M -$4.75M -2% 0.6% – 121 10.74% 0.4
DQRIM
5625
Dale Q Rice Investment Management
Washington
$194M -$33.8M -15% 10.7% – 93 31.18% 0.2