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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)
River Wealth Advisors
2576
River Wealth Advisors
Pennsylvania
$892M +$36.4M +4% 3.43% 80.3% 217 10.6% 6.2
Rock Creek Group
2577
Rock Creek Group
District of Columbia
$892M -$58.6M -6% 0.44% 37.2% 62 29.03% 1.7
Ophir Asset Management
2578
Ophir Asset Management
Australia
$892M +$82M +10% 2.46% 282% 39 43.59% 0.7
Evermay Wealth Management
2579
Evermay Wealth Management
Virginia
$891M +$16.7M +2% 2.14% 56.2% 593 9.78% 4.3
Fort Point Capital Partners
2580
Fort Point Capital Partners
California
$891M +$41.4M +5% 1.64% 62.2% 234 11.97% 4.1
Per Stirling Capital Management
2581
Per Stirling Capital Management
Texas
$891M +$54.5M +7% 2.12% 63.1% 317 16.72% 1.8
Quantum Financial Advisors
2582
Quantum Financial Advisors
California
$891M +$70.1M +9% 2.54% 61.1% 237 22.36% 1.7
Eubel Brady & Suttman Asset Management
2583
Eubel Brady & Suttman Asset Management
Ohio
$890M +$19.7M +2% 3.24% 40.2% 113 4.42% 3.9
Redwood Investment Management
2584
Redwood Investment Management
Arizona
$890M -$33.5M -4% 1.46% 62.5% 367 43.05% 1.4
Armis Advisers
2585
Armis Advisers
Georgia
$890M -$207M -19% 1.73% – 460 36.96% 0.5
Grove Bank & Trust
2586
Grove Bank & Trust
Florida
$889M +$34.3M +4% 2.97% 80.5% 891 10.89% 3.1
Schneider Downs Wealth Management Advisors
2587
Schneider Downs Wealth Management Advisors
Pennsylvania
$887M +$44.4M +5% 1.18% 61.5% 160 10% 3.9
DCM
2588
Dupont Capital Management
Delaware
$887M -$80M -8% 4.11% 100% 113 11.5% 4.5
Capital Advisors Ltd
2589
Capital Advisors Ltd
Ohio
$887M +$1.22M +0.1% 1.32% 61.1% 1,611 9.93% 4
Baldwin Investment Management
2590
Baldwin Investment Management
Pennsylvania
$886M +$12.4M +1% 2.84% 74.8% 212 4.72% 5.9
Moisand Fitzgerald Tamayo
2591
Moisand Fitzgerald Tamayo
Florida
$886M +$36.9M +4% 2.46% 51.1% 587 13.29% 4.5
Permian Investment Partners
2592
Permian Investment Partners
Texas
$883M -$2.95M -0.3% 9.29% 78.6% 12 33.33% 1.8
RIA
2593
RPG Investment Advisory
California
$881M +$34.6M +4% 1.95% 186% 91 7.69% 4.6
Proem Advisors
2594
Proem Advisors
Texas
$880M -$60.5M -6% 0.98% – 56 62.5% 0.7
Romano Brothers & Co
2595
Romano Brothers & Co
Illinois
$880M +$5.02M +0.6% 3.06% 110% 325 5.23% 2.8
180 Wealth Advisors
2596
180 Wealth Advisors
Washington
$878M +$57.6M +7% 6.09% 136% 497 13.68% 3.7
Minneapolis Portfolio Management Group
2597
Minneapolis Portfolio Management Group
Minnesota
$878M +$7.17M +0.8% 4.49% 140% 31 6.45% 5
Goldstein Advisors
2598
Goldstein Advisors
Wisconsin
$878M +$54.8M +7% 2.06% 62.6% 234 9.4% 1.8
Absolute Investment Advisers
2599
Absolute Investment Advisers
Florida
$877M +$80.8M +10% 0.67% 0.5% 146 43.84% 1.1
Aperture Investors
2600
Aperture Investors
New York
$875M +$146M +20% 4.7% 211% 104 37.5% 1.4