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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
MIRH
3001
Madison International Realty Holdings
New York
$257M -$75.6M -23% 3.04% 13 38.46%
MWP
3002
Moller Wealth Partners
$257M +$26.8M +12% 1.95% 41.4% 42 7.14%
AAM
3003
AR Asset Management
California
$257M +$9M +4% 3.34% 64.9% 114 1.75%
VFCM
3004
Valley Forge Capital Management
Florida
$257M +$43.7M +20% 8.5% 49% 11 27.27%
RWA
3005
River Wealth Advisors
Pennsylvania
$257M +$19.9M +8% 2.03% 80.3% 591 71.24%
RP
3006
Rowlandmiller & Partners
Georgia
$257M +$4.65M +2% 3.02% 84% 134 5.22%
ARM
3007
Adirondack Research & Management
New York
$256M +$7M +3% 7.68% 47.8% 124 18.55%
FAM
3008
Flaharty Asset Management
Florida
$256M +$19.1M +8% 2.89% 33.4% 101 29.7%
FC
3009
Forte Capital
New York
$256M +$16.9M +7% 3.92% 98.3% 88 4.55%
OSNBOA
3010
Old Second National Bank of Aurora
Illinois
$256M +$5.36M +2% 2.3% 89.5% 394 13.45%
MGIA
3011
Matthew Goff Investment Advisor
Texas
$256M +$17.1M +7% 1.23% 79.9% 87 35.63%
GE
3012
General Electric
Ohio
$256M +$80.5M +46% 51.8% 47.5% 4 0%
SCM
3013
Stonehill Capital Management
New York
$255M +$22.6M +10% 0.59% 117% 15 33.33%
TAM
3014
Tealwood Asset Management
Minnesota
$255M +$3.42M +1% 1.35% 121% 104 25.96%
BA
3015
Birinyi Associates
Connecticut
$255M +$9.58M +4% 5.71% 113% 99 13.13%
SPIA
3016
Strategic Point Investment Advisors
Rhode Island
$255M +$11.3M +5% 2.55% 51.9% 19 5.26%
III
3017
Independent Investors Inc
New York
$255M +$3.92M +2% 3.31% 61.6% 82 7.32%
BO
3018
Bank OZK
Arkansas
$254M +$2.12M +0.8% 1.16% 112% 138 7.97%
KCM
3019
Karp Capital Management
California
$254M +$5.93M +2% 4.12% 21.3% 132 28.03%
SG
3020
Standard General
New York
$254M +$165M +185% 57.8% 259% 5 20%
LGWM
3021
Litman Gregory Wealth Management
California
$254M +$8.47M +3% 2.84% 55.5% 175 50.86%
AIA
3022
Arbor Investment Advisors
North Carolina
$253M +$13.8M +6% 0.49% 44.3% 50 12%
BC
3023
Bodenholm Capital
Sweden
$253M +$88.6M +54% 2.21% 86% 9 55.56%
TAM
3024
Trust Asset Management
Texas
$253M +$1.95M +0.8% 3.55% 91.1% 123 65.85%
MDCM
3025
Morgan Dempsey Capital Management
Wisconsin
$253M -$1.93M -0.8% 5.23% 52.1% 166 7.23%