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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)
Heartland Bank & Trust
5651
Heartland Bank & Trust
Illinois
$176M +$4.25M +2% 5.77% 105% 153 11.76% 1.6
Sterneck Capital Management
5652
Sterneck Capital Management
Missouri
$176M +$8.86M +5% 3.59% 61.5% 98 9.18% 5
Harrington Investments
5653
Harrington Investments
California
$176M +$1.52M +0.9% 4.85% 109% 83 3.61% 5.3
AIA
5654
Arcadia Investment Advisors
Idaho
$176M +$1.03M +0.6% 1.62% 56.4% 81 8.64% 4.3
Shore Point Advisors
5655
Shore Point Advisors
New Jersey
$176M +$880K +0.5% 0.45% 54.6% 61 8.2% 1.7
LSP Investment Advisors
5656
LSP Investment Advisors
New York
$176M -$9.48M -5% 2.94% 79.5% 29 17.24% 2.2
Cornerstone Partners Capital Management
5657
Cornerstone Partners Capital Management
Virginia
$176M -$1.31B -88% 1.83% 51.8% 9 11.11% 2.7
Financial Freedom LLC
5658
Financial Freedom LLC
Ohio
$176M +$7.28M +4% 1.46% 72% 377 4.77% 1.4
TIM
5659
Timelo Investment Management
Ontario, Canada
$176M -$87.3M -33% 6.18% 104% 41 58.54% 0.5
Castleview Partners
5660
Castleview Partners
Texas
$176M -$3.18M -2% 1.46% 61.3% 1,016 21.65% 1.7
Altman Advisors
5661
Altman Advisors
Illinois
$176M -$29.6M -14% 6.07% 127% 97 30.93% 2.5
CIA
5662
Citadel Investment Advisory
Ohio
$176M -$1.62M -0.9% 0.91% 66.1% 82 0% 3.2
S.A. Mason
5663
S.A. Mason
Michigan
$176M +$9.5M +6% 4.04% 116% 328 7.01% 3.6
Dalton Investments
5664
Dalton Investments
Nevada
$176M +$10.9M +7% 12.9% 95.1% 29 13.79% 3.2
Gordian Capital (Singapore)
5665
Gordian Capital (Singapore)
Singapore
$176M +$41.2M +31% 8.43% 321% 189 31.75% 1.3
Woodward Financial Advisors
5666
Woodward Financial Advisors
North Carolina
$176M +$9.35M +6% 0.91% 55% 57 14.04% 1.9
SFG Wealth Management
5667
SFG Wealth Management
Maryland
$175M +$7.03M +4% 2.28% 86.3% 105 26.67% 1.6
Norway Savings Bank
5668
Norway Savings Bank
Maine
$175M -$64.2M -27% 4.44% 117% 137 27.01% 5.5
Acute Investment Advisory
5669
Acute Investment Advisory
Arizona
$175M +$26.3M +18% 0.31% 15% 16 50% 0.8
Buttonwood Financial Group
5670
Buttonwood Financial Group
Missouri
$175M +$6.24M +4% 3.76% 77.9% 30 6.67% 1.3
Independent Family Office
5671
Independent Family Office
New York
$175M -$11M -6% 0.87% 68.4% 76 11.84% 2.9
Capital Wealth Alliance
5672
Capital Wealth Alliance
Arizona
$175M +$6.03M +4% 3.23% 124% 115 13.91% 2.3
Quantitative Strategies
5673
Quantitative Strategies
California
$175M +$1.53M +0.9% 1.08% – 22 9.09% 0.9
Hapanowicz & Associates Financial Services
5674
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$19.8K +0% 0.81% 58.5% 34 20.59% 3
Arcadia Wealth Management (New Hampshire)
5675
Arcadia Wealth Management (New Hampshire)
New Hampshire
$175M +$12.5M +8% 1.71% 55.5% 65 15.38% 1