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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)
Financial Connections Group
5701
Financial Connections Group
California
$113M +$14.1M +14% 13.9% 44.4% 323 17.96% 0.4
FCFC
5702
First Citizens Financial Corp
Iowa
$113M -$19.7M -15% 12.4% 72.9% 107 10.28% 2.1
Martin Capital Advisors
5703
Martin Capital Advisors
Texas
$113M -$32.6M -22% 19.8% 140% 64 6.25% 0.5
Indie Asset Partners
5704
Indie Asset Partners
Indiana
$113M -$19.8M -15% 3.35% 119% 130 20.77% 1.7
RI
5705
Rinkey Investments
California
$113M +$12.1M +12% 14.6% 38.4% 47 27.66% 0.4
Transparent Wealth Partners
5706
Transparent Wealth Partners
Arkansas
$113M -$5.23M -4% 14.7% – 60 90% 0.1
TEC
5707
Tiger Eye Capital
Tennessee
$113M -$149M -57% 12.2% 116% 50 30% 3.8
Francis Financial
5708
Francis Financial
$113M – – 15.1% 56.2% 39 – 1.6
Spring Capital Management
5709
Spring Capital Management
Texas
$113M -$10.3M -8% 11.8% 73.6% 31 12.9% 0.5
Heartland Bank & Trust
5710
Heartland Bank & Trust
Illinois
$113M -$19.2M -15% 15% 105% 134 6.72% 0.9
January Capital Advisors
5711
January Capital Advisors
California
$113M -$111K -0.1% 4.73% – 41 0% 0.5
William Allan Corp
5712
William Allan Corp
Colorado
$112M -$20.2M -15% 15.8% 94.2% 50 12% 0.5
Clear Sky Carbon Solutions Investment Management
5713
Clear Sky Carbon Solutions Investment Management
Texas
$112M +$93.9M +510% 15.9% – 64 40.63% 0.2
Bay Rivers Group
5714
Bay Rivers Group
Virginia
$112M -$26.7M -19% 15.3% 166% 69 15.94% 2
PIP
5715
PB Investment Partners
California
$112M -$34.8M -24% 25.4% 81.1% 10 20% 0.4
Davidson Trust Company
5716
Davidson Trust Company
Washington
$112M -$22.3M -17% 11.6% 77% 124 13.71% 2.3
Morris Capital Advisors
5717
Morris Capital Advisors
Pennsylvania
$112M -$16.7M -13% 12% 72.9% 54 3.7% 4.7
Purus Wealth Management
5718
Purus Wealth Management
California
$112M -$32.6M -23% 19% 174% 115 13.04% 1.1
Chicago Wealth Management
5719
Chicago Wealth Management
Illinois
$112M -$37M -25% 6.07% 134% 49 46.94% 1.3
PCM
5720
Prime Capital Management
Hong Kong
$112M -$123M -52% 42.2% 579% 10 50% 0.8
Refined Wealth Management
5721
Refined Wealth Management
Utah
$112M -$6.52M -6% 12.6% 99.4% 27 11.11% 0.7
CCM
5722
Conway Capital Management
California
$112M -$44.3M -28% 24.4% 139% 63 28.57% 1.1
Bullseye Investment Management
5723
Bullseye Investment Management
Ohio
$112M -$5.94M -5% 10.7% 36.2% 69 68.12% 0.2
Custos Family Office
5724
Custos Family Office
Texas
$112M -$11.4M -9% 14.1% 57.4% 30 43.33% 0.4
RCA
5725
Reitz Capital Advisors
Michigan
$112M -$26.1M -19% 9.72% 11% 83 42.17% 1.8