We are live on ! Find out more

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)
HTLF Bank
2226
HTLF Bank
Colorado
$921M +$41.8M +5% 8.04% – 254 12.6% 0.7
CapWealth Advisors
2227
CapWealth Advisors
Tennessee
$920M +$128M +16% 26.6% 152% 111 12.61% 5.3
Steigerwald Gordon & Koch
2228
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 9.2% 59.5% 131 8.4% 5.5
MHR Fund Management
2229
MHR Fund Management
New York
$917M +$96.4M +12% 11.3% 332% 10 20% 5.3
Lincluden Management
2230
Lincluden Management
Ontario, Canada
$917M +$93.4M +11% 13.7% 67.7% 73 2.74% 6.4
Waterloo Capital
2231
Waterloo Capital
Texas
$916M +$83M +10% 7.58% 79.8% 402 25.62% 1.3
OCMI
2232
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 4.04% 451% 16 6.25% 7.2
Amplius Wealth Advisors
2233
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 5.23% 58% 178 8.43% 1.9
Richard C. Young & Co
2234
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 9.21% 137% 83 9.64% 4.4
Retirement Investment Advisors
2235
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 6.14% – 58 10.34% 1.3
Stokes Family Office
2236
Stokes Family Office
Louisiana
$914M +$61.3M +7% 6.36% 68.1% 240 12.5% 3
Marble Harbor Investment Counsel
2237
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 9.65% 66.7% 212 4.72% 6.1
Moss Adams Wealth Advisors
2238
Moss Adams Wealth Advisors
Washington
$913M +$189M +26% 6.31% 79.6% 222 28.38% 0.8
Trigran Investments
2239
Trigran Investments
Illinois
$913M -$42.8M -4% 0.37% 30.2% 21 9.52% 3.8
Private Capital Advisors
2240
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 3.34% 132% 90 22.22% 5.4
Bramshill Investments
2241
Bramshill Investments
Florida
$913M -$6.08M -0.7% 3.3% 3.6% 198 47.47% 1.4
Verus Financial Partners
2242
Verus Financial Partners
Virginia
$913M +$52.8M +6% 5.96% 41.6% 103 12.62% 3.9
SIA
2243
Strategic Investment Advisors
Michigan
$913M +$92.5M +11% 6% 66.1% 246 7.72% 2.2
Caledonia Investments plc (UK)
2244
Caledonia Investments plc (UK)
United Kingdom
$912M +$80.7M +10% 12.1% 61.9% 14 0% 6.4
Teza Capital Management
2245
Teza Capital Management
Illinois
$911M +$95.7M +12% 6.81% 133% 784 54.72% 0.4
Diversified Enterprises
2246
Diversified Enterprises
Delaware
$911M – – 5.76% – 229 – 0
Diversified
2247
Diversified
Delaware
$911M +$59.8M +7% 5.76% 34.4% 237 5.49% 1.8
BPIM
2248
Brant Point Investment Management
New York
$910M -$205M -18% 12.8% 169% 131 43.51% 2.9
West Coast Financial
2249
West Coast Financial
California
$909M +$65.1M +8% 7.49% 22.2% 177 9.04% 4.4
Rockwood Wealth Management
2250
Rockwood Wealth Management
Pennsylvania
$909M +$87.5M +11% 6.22% 52.6% 93 10.75% 1.8