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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)
Riversedge Advisors
3526
Riversedge Advisors
Delaware
$442M +$1.44M +0.3% 1.31% 71.3% 109 16.51% 2.2
WESPAC Advisors SoCal
3527
WESPAC Advisors SoCal
California
$442M +$9.7M +2% 4.69% 135% 103 11.65% 2.4
Pettinga Financial Advisors
3528
Pettinga Financial Advisors
Indiana
$442M +$19.7M +5% 0.06% 78.1% 129 14.73% 3.1
Privium Fund Management
3529
Privium Fund Management
Netherlands
$442M +$39.9M +10% 47.1% 465% 92 41.3% 1.4
First National Corp
3530
First National Corp
Massachusetts
$442M -$7.9M -2% 0.41% 56.3% 158 11.39% 3.8
AAM
3531
AR Asset Management
California
$441M -$8.56M -2% 0.41% 64.9% 113 2.65% 8.5
ASK Capital Management
3532
ASK Capital Management
California
$441M – – 33.4% – 4 – 0
Pale Fire Capital SE
3533
Pale Fire Capital SE
Czech Republic
$441M -$197M -31% 0.84% 223% 67 43.28% 0.7
Granger Management
3534
Granger Management
New York
$440M -$68.5M -13% 0.86% 69.9% 22 68.18% 4
Key Financial Inc
3535
Key Financial Inc
Pennsylvania
$440M -$12.6M -3% 0.19% 64.1% 1,411 6.38% 2.9
Old Second National Bank of Aurora
3536
Old Second National Bank of Aurora
Illinois
$440M +$25.6M +6% 1.47% 93.7% 519 38.73% 4.2
Northwest Quadrant Wealth Management
3537
Northwest Quadrant Wealth Management
Oregon
$440M +$5.84M +1% 0.76% 45.6% 78 20.51% 4.3
Garrett Wealth Advisory Group
3538
Garrett Wealth Advisory Group
Texas
$440M +$34.7M +9% 5.53% 74.6% 108 16.67% 2.3
IIA
3539
IPG Investment Advisors
California
$439M -$19.5M -4% 5.08% 126% 215 37.67% 2.2
GenWealth Group
3540
GenWealth Group
New Jersey
$439M +$4.37M +1% 0.5% 73.9% 77 9.09% 4.4
Park Presidio Capital
3541
Park Presidio Capital
California
$439M +$2.03M +0.5% 4.15% 94.1% 11 0% 5
Pacific Sage Partners
3542
Pacific Sage Partners
Washington
$438M +$18.4M +4% 0.95% 58.9% 113 15.93% 1.5
RB Capital Management
3543
RB Capital Management
Nevada
$438M +$8.6M +2% 2.94% 79.4% 193 6.74% 4.6
Balboa Wealth Partners
3544
Balboa Wealth Partners
Arizona
$438M +$36.7M +9% 12.1% 214% 395 30.38% 1.1
CBTWT
3545
Community Bank & Trust (Waco, Texas)
Texas
$438M -$5.85M -1% 0.3% 124% 144 4.17% 6
Financial Gravity Companies
3546
Financial Gravity Companies
Texas
$438M +$64.2M +17% 0.91% – 1,068 41.67% 1.6
MAM
3547
Morse Asset Management
Connecticut
$438M -$25.6M -6% 5.47% 222% 383 24.54% 1.6
Kozak & Associates
3548
Kozak & Associates
Colorado
$437M +$14.4M +3% 4.44% 111% 483 21.53% 2.1
Shorepoint Capital Partners
3549
Shorepoint Capital Partners
Massachusetts
$437M -$1.75M -0.4% 0.78% – 103 4.85% 3.2
Satovsky Asset Management
3550
Satovsky Asset Management
New York
$437M -$6.89M -2% 0.22% 53.6% 57 10.53% 2.4