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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
RSVP
3001
Ramsay Stattman Vela & Price
Colorado
$290M +$35.9M +14% 16.6% 64.3% 63 6.35%
II
3002
Inspire Investing
Idaho
$290M +$39.2M +16% 22.3% 108% 811 41.18%
NCM
3003
Northside Capital Management
Oregon
$290M +$85.1M +42% 21.8% 94.8% 102 23.53%
WCM
3004
Wildcat Capital Management
New York
$289M +$69.8M +32% 55.6% 126% 40 57.5%
MWA
3005
Martel Wealth Advisors
Washington
$289M +$32.3M +13% 13.8% 39.7% 42 7.14%
MIG
3006
McGuire Investment Group
Rhode Island
$288M +$47.8M +20% 25.9% 184% 88 9.09%
XF
3007
XML Financial
Maryland
$288M +$56.6M +24% 19.3% 69.5% 201 20.9%
RTS
3008
Round Table Services
New Jersey
$288M +$47.2M +20% 20.5% 16.1% 93 27.96%
AW
3009
Avion Wealth
Texas
$287M +$53.7M +23% 6.11% 45.4% 323 18.27%
OIA
3010
Optimum Investment Advisors
Illinois
$287M +$43.3M +18% 21.7% 125% 962 15.07%
TIS
3011
Tortoise Index Solutions
Kansas
$287M +$42.4M +17% 27.7% 52.2% 108 31.48%
SIM
3012
Strategic Investment Management
Virginia
$287M -$142M -33% 17.4% 53.3% 14 21.43%
TIM
3013
Total Investment Management
Arizona
$287M -$68.1M -19% 15.9% 38.3% 61 47.54%
LDFR
3014
Lehman & Derafelo Financial Resources
Pennsylvania
$286M +$46.1M +19% 12.3% 37.5% 268 31.34%
RWA
3015
Redhawk Wealth Advisors
Minnesota
$286M +$63.9M +29% 18.4% 111% 207 40.58%
CFFP
3016
Center for Financial Planning
Michigan
$286M -$9.4M -3% 18.4% 57.5% 617 29.01%
RC
3017
Rinet Company
Massachusetts
$286M +$19.9M +7% 19.5% 33.1% 27 7.41%
HWCM
3018
Hudson Way Capital Management
Texas
$286M +$70.2M +32% 23% 51.3% 20 25%
WIA
3019
World Investment Advisors
California
$286M +$70.6M +33% 17.9% 65.4% 190 39.47%
EML
3020
Eos Management LP
New York
$286M +$74.3M +35% 39.1% 152% 30 30%
GAM
3021
Gould Asset Management
California
$285M +$23M +9% 13.8% 42.8% 137 11.68%
FAM
3022
Flaharty Asset Management
Florida
$285M +$67.9M +31% 17.2% 33.4% 72 16.67%
AIS
3023
American Investment Services
Massachusetts
$284M +$23.6M +9% 16.9% 63.1% 140 7.86%
CCM
3024
Contrarian Capital Management
Connecticut
$284M +$93.5M +49% 39.3% 29.4% 11 36.36%
SAM
3025
Serengeti Asset Management
New York
$284M +$188M +196% 33.9% 14.9% 20 60%