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
HBT
5401
Heartland Bank & Trust
Illinois
$195M +$10.7M +6% 188
CFGF
5402
Compass Financial Group (Florida)
Florida
$195M -$14.3M -7% 40
WA
5403
Win Advisors
Florida
$195M -$12M -6% 89
CastleKeep Investment Advisors
5404
CastleKeep Investment Advisors
Connecticut
$195M +$51.9M +36% 89
SV
5405
Stilwell Value
New York
$195M -$3.92M -2% 32
RP
5406
Raelipskie Partnership
Ontario, Canada
$195M -$6.75M -3% 128
DIM
5407
DC Investments Management
Virginia
$195M +$41.2M +27% 137
WCP
5408
Wealthcare Capital Partners
Pennsylvania
$194M +$2.52M +1% 134
NME
5409
Notis-McConarty Edward
$194M -$12.2M -6% 83
6F
5410
626 Financial
Michigan
$194M +$8.84M +5% 114
WW
5411
Windle Wealth
Oklahoma
$194M +$13.3M +7% 33
TRIA
5412
Trail Ridge Investment Advisors
Colorado
$194M -$16.3M -8% 109
BCP
5413
Blackhawk Capital Partners
Wisconsin
$194M +$1.05M +0.5% 153
SG
5414
Stephens Group
Arkansas
$194M -$6.1M -3% 3
AIM
5415
Alhambra Investment Management
Florida
$194M -$916K -0.5% 173
GP
5416
Geneva Partners
Wisconsin
$194M -$52.4M -21% 78
ANHIM
5417
Alan N. Hoffman Investment Management
Massachusetts
$194M -$27.6M -12% 14
MW
5418
Melia Wealth
Oklahoma
$194M +$2.31M +1% 19
SIA
5419
SGL Investment Advisors
Montana
$194M -$4.75M -2% 122
DQRIM
5420
Dale Q Rice Investment Management
Washington
$194M -$33.8M -15% 93
PF
5421
Prosperitas Financial
California
$193M -$4.29M -2% 71
CA
5422
Cresta Advisors
Texas
$193M +$1.77M +0.9% 52
DCM
5423
Decatur Capital Management
Georgia
$193M -$26.5M -12% 49
CWG
5424
Crown Wealth Group
North Carolina
$193M -$53M -22% 128
AFM
5425
Abbot Financial Management
Massachusetts
$193M -$8.11M -4% 129