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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
RWA
2526
River Wealth Advisors
Pennsylvania
$855M +$50.8M +6% 7.66% 67.7% 209 6.22%
GBT
2527
Grove Bank & Trust
Florida
$855M +$53M +7% 7.55% 71.8% 896 12.39%
MFWP
2528
Mosaic Family Wealth Partners
Missouri
$855M +$69.8M +9% 7.21% 53.7% 249 12.85%
NG
2529
Novem Group
New York
$854M +$60M +8% 6.38% 452 17.7%
PWPS
2530
Pinnacle Wealth Planning Services
Ohio
$853M +$93.1M +12% 6.53% 64.8% 514 17.7%
SWM
2531
Sendero Wealth Management
Texas
$853M +$51.7M +6% 8.46% 77.4% 198 9.6%
CC
2532
Criteria Caixa
Spain
$853M +$91.1M +12% 13.6% 35.5% 22 27.27%
RCIM
2533
Red Cedar Investment Management
Michigan
$853M +$61M +8% 9.77% 74.9% 85 8.24%
RC
2534
Rivulet Capital
New Jersey
$852M -$178M -17% 1.52% 27.4% 16 18.75%
SC
2535
Slow Capital
California
$851M +$34.6M +4% 7.35% 124% 121 5.79%
BOTOTLSJU
2536
Board of Trustees of The Leland Stanford Junior University
California
$851M -$73M -8% 19% 106% 24 29.17%
MCM
2537
Mattern Capital Management
Colorado
$851M +$18.2M +2% 2.4% 31.5% 174 3.45%
FPCP
2538
Fort Point Capital Partners
California
$849M -$538M -39% 6.08% 53.4% 326 37.42%
IWS
2539
Insight Wealth Strategies
California
$849M +$57.1M +7% 6.82% 79.5% 187 17.11%
MFT
2540
Moisand Fitzgerald Tamayo
Florida
$849M +$58M +7% 5.63% 48.1% 599 6.51%
SFBLI
2541
Southern Farm Bureau Life Insurance
Mississippi
$848M +$65.7M +8% 5.72% 47.4% 16 0%
QWM
2542
Quadcap Wealth Management
Texas
$848M +$60.3M +8% 8.52% 435 16.09%
PWAM
2543
Private Wealth Asset Management
Iowa
$848M +$94M +12% 7.18% 1,148 10.19%
CA
2544
Cortland Associates
Missouri
$847M -$10.2M -1% 2.45% 57.1% 65 10.77%
RIA
2545
RPG Investment Advisory
California
$847M +$42.6M +5% 11.5% 123% 87 5.75%
GWWM
2546
Great Waters Wealth Management
Minnesota
$846M +$77.6M +10% 5.92% 46.3% 117 8.55%
KWM
2547
Keebeck Wealth Management
Illinois
$846M +$81.9M +11% 7.38% 64.6% 380 17.89%
BCA
2548
Bay Colony Advisors
Massachusetts
$845M +$121M +17% 8.71% 91.8% 555 23.24%
GFG
2549
Goldstone Financial Group
Illinois
$845M +$88.1M +12% 6.18% 42.9% 227 14.54%
BG
2550
BDF Gestion
France
$845M -$48.5M -5% 9.4% 147 9.52%