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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 Avg Holding
Period (Yrs)
Viridian RIA
3226
Viridian RIA
Washington
$227M +$22.3M +11% 4.92% 63.1% 55 32.73% 0.4
Cahill Financial Advisors
3227
Cahill Financial Advisors
Minnesota
$227M +$10M +5% 5.25% 55.9% 163 11.66% 2.7
BCA
3228
Bray Capital Advisors
Florida
$227M +$12M +6% 6.13% 36.6% 437 38.9% 1.1
Marietta Wealth Management
3229
Marietta Wealth Management
Georgia
$226M +$21.4M +10% 6.72% 93% 124 4.84% 1.5
S. Muoio & Co
3230
S. Muoio & Co
New York
$226M +$63.6M +39% 5.51% 327% 117 38.46% 1.5
Connecticut Wealth Management
3231
Connecticut Wealth Management
Connecticut
$226M +$17M +8% 5.8% 70.2% 71 11.27% 1.5
Northwest Bancshares
3232
Northwest Bancshares
Pennsylvania
$226M -$11.1M -5% 6.76% 84.8% 149 7.38% 0.7
CFO4Life Group
3233
CFO4Life Group
Texas
$226M -$14.1M -6% 7.81% 56.7% 138 17.39% 0.9
MEAG MUNICH ERGO AssetManagement
3234
MEAG MUNICH ERGO AssetManagement
Germany
$225M +$2.66M +1% 1.25% 18.2% 15 0% 2.6
Rothschild Capital Partners
3235
Rothschild Capital Partners
New York
$225M -$14.1M -6% 7.46% 90.8% 48 16.67% 2.5
Beddow Capital Management
3236
Beddow Capital Management
Wyoming
$225M -$15M -6% 2.71% 50.7% 46 8.7% 3.6
Equitec Proprietary Markets
3237
Equitec Proprietary Markets
Illinois
$225M -$175M -44% 2.97% 526% 81 60.49% 0.6
Chesapeake Wealth Management
3238
Chesapeake Wealth Management
Virginia
$225M +$8.12M +4% 5.68% 65.9% 205 19.02% 0.4
Point View Wealth Management
3239
Point View Wealth Management
New Jersey
$225M +$9.5M +4% 3.95% 27% 278 9.71% 3.1
ECM
3240
Endurant Capital Management
California
$225M -$5.82M -3% 12.8% 18.4% 92 50% 1.2
Private Ocean
3241
Private Ocean
California
$225M +$7.98M +4% 1.93% 2.82% 387 13.95% 2
Rock Point Advisors
3242
Rock Point Advisors
Vermont
$225M +$12.1M +6% 5.74% 82.8% 75 5.33% 3.2
Slow Capital
3243
Slow Capital
California
$225M +$27.4M +14% 8.82% 156% 148 9.46% 0.7
Iowa State Bank
3244
Iowa State Bank
Iowa
$224M +$15.2M +7% 8.58% 85.7% 104 4.81% 3.4
GFI Investment Counsel
3245
GFI Investment Counsel
Ontario, Canada
$224M +$18.8M +9% 8.48% 41.8% 26 7.69% 1.5
VCP
3246
Vernier Capital Partners
New York
$224M +$3.01M +1% 8.25% 75.7% 28 46.43% 0.4
TRV GP III
3247
TRV GP III
Massachusetts
$224M -$76.4M -25% 15% 170% 3 0% 0.6
Stordahl Capital Management
3248
Stordahl Capital Management
Colorado
$224M +$1.33M +0.6% 3.95% 54% 43 0% 0.7
Aveo Capital Partners
3249
Aveo Capital Partners
Colorado
$224M -$2.92M -1% 2.36% 19.1% 161 26.09% 1.2
SignalPoint Asset Management
3250
SignalPoint Asset Management
Missouri
$224M +$13.7M +7% 6.96% 36% 218 9.17% 2.5