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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
NEIRG
3001
New England Investment & Retirement Group
Massachusetts
$235M -$56.2M -19% 7.61% 72.5% 227 77.97%
TFF
3002
The Family Firm
Maryland
$235M -$60.4M -20% 16.6% 40.2% 149 14.77%
NFG
3003
Nations Financial Group
Iowa
$234M -$55.6M -19% 16.7% 105% 303 21.12%
PFG
3004
PAX Financial Group
Texas
$234M +$421K +0.2% 14.2% 56% 145 42.07%
RGC
3005
Roberts, Glore & Co
Illinois
$234M -$28M -11% 14.7% 72.3% 184 17.93%
CDIA
3006
Capital Directions Investment Advisors
Georgia
$234M -$78.1M -25% 20.9% 7.53% 253 13.04%
UAM
3007
UAS Asset Management
New York
$234M -$36.7M -14% 14.7% 98% 42 59.52%
AWA
3008
Artemis Wealth Advisors
New York
$234M -$43.2M -16% 8% 174% 133 45.86%
IC
3009
Impactive Capital
New York
$234M +$54.1M +30% 30.3% 25% 9 44.44%
WSC
3010
White Square Capital
United Kingdom
$234M +$95.4M +69% 10.7% 542% 23 82.61%
AW
3011
Avion Wealth
Texas
$234M +$122M +109% 3.63% 45.4% 308 84.74%
KMC
3012
Kirr Marbach & Co
Indiana
$234M -$199M -46% 29.4% 135% 63 19.05%
GC
3013
Gibson Capital
Pennsylvania
$234M -$63.3M -21% 21.7% 60.4% 42 28.57%
SPIA
3014
Strategic Point Investment Advisors
Rhode Island
$233M -$40.5M -15% 16.5% 51.9% 27 22.22%
MIP
3015
Marietta Investment Partners
Wisconsin
$233M -$72.9M -24% 13.4% 160% 151 21.85%
RIA
3016
Realta Investment Advisors
Delaware
$233M -$133M -36% 12.7% 126% 1,650 82.12%
FPCP
3017
Fort Point Capital Partners
California
$233M -$45.6M -16% 17.6% 62.2% 133 24.81%
RCIM
3018
Red Cedar Investment Management
Michigan
$233M -$143M -38% 16.1% 81.4% 33 24.24%
ACP
3019
Arcus Capital Partners
Georgia
$233M -$64.5M -22% 17.1% 69.2% 103 20.39%
TWP
3020
TFO Wealth Partners
Ohio
$232M +$124M +114% 23.6% 63.6% 180 47.78%
WIS
3021
Wright Investors Service
Connecticut
$232M -$59.9M -21% 17.2% 146% 151 23.84%
SCM
3022
SIR Capital Management
New York
$232M -$302M -57% 52.8% 71.1% 52 61.54%
CAM
3023
Cypress Asset Management
Texas
$232M -$61.9M -21% 14.1% 128% 134 15.67%
KWMG
3024
King Wealth Management Group
Florida
$232M -$146M -39% 13.4% 86% 163 29.45%
KM
3025
Kylin Management
New York
$232M -$142M -38% 5.36% 126% 12 33.33%