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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
RWM
2851
Ritholtz Wealth Management
New York
$238M 2.99% 75.8% 69
PL
2852
Polianta Ltd
Jersey
$238M +$71.7M +43% 2.99% 31.6% 108 70.37%
WIP
2853
Wellesley Investment Partners
Massachusetts
$238M +$11.4M +5% 2.12% 22.7% 123 12.2%
UBWV
2854
United Bank (West Virginia)
West Virginia
$238M +$8.21M +4% 0.5% 22.5% 109 4.59%
UF
2855
Univest Financial
Pennsylvania
$238M +$9.08M +4% 4.92% 60.6% 96 8.33%
MWP
2856
Moller Wealth Partners
$238M +$8.93M +4% 2.59% 41.4% 49 12.24%
PFO
2857
Pathstone Family Office
New Jersey
$237M +$55.9M +31% 3.46% 39.3% 729 57.48%
GFA
2858
Gallagher Fiduciary Advisors
Illinois
$237M -$46.2M -16% 10.9% 33.7% 6 0%
ACP
2859
Atalan Capital Partners
New York
$237M -$20.3M -8% 2.33% 185% 16 31.25%
ECPI
2860
Energy Capital Partners III
New Jersey
$237M +$43.4M +22% 22.4% 1 0%
MIM
2861
Monashee Investment Management
Massachusetts
$237M -$12.4M -5% 4.67% 447% 84 98.81%
SIG
2862
Sky Investment Group
Connecticut
$236M +$9.71M +4% 3.36% 68% 92 4.35%
FEG
2863
Financial Enhancement Group
Indiana
$236M +$17.3M +8% 3.49% 57.5% 72 19.44%
RP
2864
Rowlandmiller & Partners
Georgia
$236M +$9.34M +4% 2.84% 84% 131 7.63%
RFM
2865
Royal Fund Management
Florida
$236M +$28.6M +14% 2.08% 92.4% 538 25.09%
SC
2866
Stratford Consulting
Texas
$236M -$14.7M -6% 1.93% 8.23% 54 14.81%
SFG
2867
StrategIQ Financial Group
Indiana
$236M +$14.9M +7% 1.81% 12.6% 151 10.6%
CL
2868
Chubb Ltd
Switzerland
$235M +$3.78M +2% 2.11% 64.2% 21 0%
SCP
2869
Seafarer Capital Partners
California
$235M -$29M -11% 5.3% 76.2% 3 0%
LCM
2870
Legato Capital Management
California
$234M +$151M +181% 3.94% 177% 194 50%
AFP
2871
Ausdal Financial Partners
Iowa
$234M +$12M +5% 2.2% 47% 338 21.01%
ACM
2872
Archer Capital Management
New York
$234M -$41M -15% 46.6% 72.3% 25 24%
SGDR
2873
SPX Gestao de Recursos
Brazil
$234M -$71.4M -23% 3.53% 90.7% 39 79.49%
AA
2874
AlphaMark Advisors
Kentucky
$234M +$18.4M +9% 2.54% 26.4% 580 17.41%
CL
2875
CIM LLC
New York
$234M +$12.1M +5% 7.85% 92.1% 101 22.77%