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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
RC
3276
RV Capital
Switzerland
$267M +$11.5M +5% 16.5% 250% 6 33.33%
AP
3277
Agilis Partners
Massachusetts
$267M +$96M +56% 4.03% 8.47% 28 25%
MFW
3278
Mosaic Family Wealth
Missouri
$267M +$24.9M +10% 8.37% 85.2% 153 15.03%
1WA
3279
180 Wealth Advisors
Washington
$267M +$15M +6% 8.14% 136% 289 17.99%
SCM
3280
Schnieders Capital Management
California
$267M +$15.6M +6% 8.45% 103% 167 8.38%
B
3281
Bridgeworth
Alabama
$267M +$10.8M +4% 7.1% 19.3% 131 12.21%
WFI
3282
West Family Investments
California
$266M -$147M -36% 12.3% 116% 112 37.5%
AL
3283
AIP LLC
New York
$266M +$60.5M +29% 29.3% 54.9% 1 0%
BWP
3284
BSW Wealth Partners
Colorado
$266M -$32M -11% 8.58% 75.4% 164 18.29%
RWM
3285
Raffa Wealth Management
District of Columbia
$266M +$4.11M +2% 4% 35.8% 914 5.47%
TFS
3286
Thoroughbred Financial Services
Tennessee
$266M +$25.6M +11% 10.5% 166% 238 15.13%
EWA
3287
ERTS Wealth Advisors
Michigan
$266M +$18.2M +7% 4.7% 36.5% 79 11.39%
22CM
3288
20/20 Capital Management
California
$266M +$6.79M +3% 6.87% 161 17.39%
BT
3289
Brandywine Trust
Delaware
$266M -$25.8M -9% 0.23% 32.7% 33 12.12%
MWM
3290
Minot Wealth Management
Massachusetts
$265M +$65.2M +33% 10.2% 143 21.68%
NI
3291
NFC Investments
Tennessee
$265M +$6.64M +3% 10.7% 42 9.52%
IP
3292
Intellectus Partners
California
$265M +$6.66M +3% 14.2% 157% 245 28.16%
9WM
3293
9258 Wealth Management
Ohio
$265M +$17.9M +7% 10.5% 49.6% 308 11.36%
VU
3294
Vanderbilt University
Tennessee
$265M +$1.2M +0.5% 6.35% 61.8% 11 45.45%
CDIA
3295
Capital Directions Investment Advisors
Georgia
$264M +$15.6M +6% 7.12% 7.53% 222 17.12%
RA
3296
RR Advisors
Texas
$264M -$59.4M -18% 16.7% 115% 23 17.39%
NIF
3297
Nalanda India Fund
Mauritius
$264M +$37M +16% 16.3% 15.3% 1 0%
CIM
3298
CIM Investment Management
Pennsylvania
$263M +$15.2M +6% 7.61% 88.6% 290 24.14%
HP
3299
HT Partners
Connecticut
$263M +$15.1M +6% 5.48% 63.1% 35 8.57%
GSBTD
3300
Glenview State Bank Trust Department
Illinois
$263M +$21.5M +9% 10.6% 76.6% 115 10.43%