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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
RC
2601
Rinet Company
Massachusetts
$275M +$3.72M +1% 15% 33.1% 25 16%
IAA
2602
Ironsides Asset Advisors
North Carolina
$275M -$55.3M -17% 13.9% 45.2% 111 32.43%
SIA
2603
SeaBridge Investment Advisors
New Jersey
$275M -$115M -29% 16.2% 128% 263 14.07%
CGL
2604
Clarius Group LLC
Washington
$275M -$7.05M -2% 14.5% 92.1% 142 30.28%
TC
2605
Tairen Capital
Hong Kong
$275M -$29.6M -10% 14.2% 303% 34 64.71%
SQA
2606
Simon Quick Advisors
New Jersey
$275M +$27.5M +11% 14.8% 69.5% 390 34.87%
CPA
2607
Capital Planning Advisors
California
$275M -$38.3M -12% 12.5% 64.2% 126 19.05%
SCM
2608
Sio Capital Management
New York
$275M -$16.9M -6% 19.7% 577% 93 59.14%
CC
2609
Callan Capital
California
$274M -$28.5M -9% 13.3% 20.1% 55 14.55%
AIA
2610
Arbor Investment Advisors
North Carolina
$274M +$5.29M +2% 10.6% 44.3% 59 8.47%
RCM
2611
Robinson Capital Management
Michigan
$274M -$59.7M -18% 3.58% 1.5% 114 23.68%
FIMG
2612
Financial & Investment Management Group
Michigan
$274M -$29.6M -10% 6.63% 18.9% 139 30.22%
BPI
2613
Battery Partners IX
Massachusetts
$274M -$35.8M -12% 9.68% 322% 4 25%
DVC
2614
Deer VIII & Co
New York
$274M +$40.5M +17% 17.3% 1 0%
ANBT
2615
American National Bank & Trust
Texas
$274M -$73.1M -21% 13.1% 95.1% 207 33.33%
NC
2616
Nightview Capital
Texas
$274M +$2.64M +1% 8.03% 142% 16 43.75%
AWA
2617
ARS Wealth Advisors
Florida
$274M -$24.2M -8% 10% 61.8% 121 17.36%
MFW
2618
Meristem Family Wealth
Minnesota
$273M -$18.8M -6% 13.6% 67.7% 161 32.92%
WIM
2619
Westside Investment Management
California
$273M -$39.7M -13% 18% 114% 854 33.72%
IEFM
2620
IQ EQ Fund Management
Ireland
$273M -$91.4M -25% 10.3% 68.8% 111 11.71%
PWW
2621
Pettyjohn Wood & White
Virginia
$273M -$34.4M -11% 10% 62.7% 149 7.38%
IIM
2622
Ipswich Investment Management
Massachusetts
$273M -$23M -8% 11.8% 92.8% 449 63.25%
FEM
2623
Fulcrum Equity Management
Texas
$273M 0.06% 110% 79
CAG
2624
Csenge Advisory Group
Florida
$273M +$15.2M +6% 11.2% 51.9% 1,896 90.24%
HCM
2625
Harvest Capital Management
New Hampshire
$273M -$46M -14% 12.5% 19.5% 103 9.71%