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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
RIA
2576
RPG Investment Advisory
California
$544M -$34.6M -6% 2.07% 123% 85 8.24%
CAC
2577
Certified Advisory Corp
Florida
$544M -$3.67K -0% 2.57% 58.2% 296 16.89%
VCM
2578
Vision Capital Management
Oregon
$543M -$42.5M -7% 3.83% 56.4% 106 32.08%
EEP
2579
Edgehill Endowment Partners
Connecticut
$543M -$22.9M -4% 3.69% 11.6% 7 0%
AWP
2580
Ascent Wealth Partners
New York
$543M -$24.7M -4% 3.16% 72.3% 172 15.7%
SCM
2581
SKBA Capital Management
California
$542M -$12.6M -2% 0.97% 52.3% 80 8.75%
MC
2582
McMorgan & Co
California
$541M +$9.26M +2% 3.95% 22.5% 52 1.92%
MC
2583
MIG Capital
California
$540M -$12.6M -2% 12.3% 118% 17 29.41%
MCO
2584
MAK Capital One
New York
$540M +$12M +2% 1.14% 86% 11 18.18%
HCA
2585
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 3.1% 59.4% 194 23.71%
UIA
2586
UG Investment Advisers
Taiwan
$538M +$351M +188% 2.17% 172% 22 54.55%
FPIS
2587
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 3.35% 13% 88 7.95%
LF
2588
Lee Financial
Texas
$537M -$34.3M -6% 2.45% 69.7% 867 13.73%
GWI
2589
Grace & White Inc
New York
$536M -$7.29M -1% 0.23% 61.5% 149 4.7%
UWPG
2590
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 3.33% 51.5% 102 6.86%
CSPAM
2591
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 3.17% 25.3% 209 14.83%
QCM
2592
Qsemble Capital Management
New York
$535M +$394M +280% 5.58% 37.6% 428 80.84%
AW
2593
Atlas Wealth
Ohio
$535M -$8.9M -2% 0.32% 43.5% 249 18.07%
AWA
2594
Artemis Wealth Advisors
New York
$535M -$14.3M -3% 3.37% 112% 79 13.92%
BPM
2595
Blue Pool Management
Hong Kong
$533M +$53.9M +11% 11.2% 72.8% 1 0%
PI
2596
PFG Investments
New York
$533M -$30.8M -5% 4.4% 106% 553 13.74%
SVCP
2597
Silicon Valley Capital Partners
California
$533M -$3.04M -0.6% 2.5% 75.5% 337 7.12%
BC
2598
Brio Consultants
California
$532M -$20.6M -4% 3.01% 35.6% 100 12%
RCM
2599
Redwood Capital Management
New York
$532M -$150M -22% 4.17% 236% 25 8%
LIA
2600
LS Investment Advisors
Michigan
$532M -$37.7M -7% 3.05% 85.7% 128 3.91%