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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)
REDW Wealth
3701
REDW Wealth
New Mexico
$273M -$64.2M -19% 12.4% 54.1% 131 19.08% 3.2
Centric Wealth Management
3702
Centric Wealth Management
Illinois
$272M -$43.8M -14% 12% 44.4% 166 31.93% 1.7
Mitchell Sinkler & Starr
3703
Mitchell Sinkler & Starr
Pennsylvania
$272M -$47M -15% 13.1% 85.6% 120 5.83% 4.8
PWM
3704
Praetorian Wealth Management
California
$272M -$21.3M -7% 13.1% 60.4% 41 24.39% 1.5
Syverson Strege & Co
3705
Syverson Strege & Co
Iowa
$272M +$180M +196% 10.4% 66.8% 360 18.06% 1.1
Parkman Healthcare Partners
3706
Parkman Healthcare Partners
Connecticut
$272M -$70.2M -21% 0.86% 306% 92 30.43% 1
Roof Eidam Maycock Peralta (REMP)
3707
Roof Eidam Maycock Peralta (REMP)
California
$271M -$38.1M -12% 9.93% 62.3% 107 11.21% 4.7
Westover Capital Advisors
3708
Westover Capital Advisors
Delaware
$271M -$49.5M -15% 11.4% 144% 198 27.78% 2.7
Private Wealth Advisors (California)
3709
Private Wealth Advisors (California)
California
$271M -$42.8M -14% 12.4% 63.6% 101 29.7% 2
Alliance Wealth Management Group
3710
Alliance Wealth Management Group
New Jersey
$271M -$36.8M -12% 11% – 75 8% 3.7
MYCIO Wealth Partners
3711
MYCIO Wealth Partners
Pennsylvania
$271M -$43.6M -14% 10.1% 69.3% 49 14.29% 4.5
Flagstar Advisors
3712
Flagstar Advisors
New York
$270M -$47.6M -15% 13.3% 81.9% 150 8.67% 0.7
AFA
3713
Alta Fundamental Advisers
New York
$270M -$32.5M -11% 11% 340% 27 18.52% 1.3
Matthew 25 Management Corp
3714
Matthew 25 Management Corp
Pennsylvania
$270M -$67.7M -20% 17% 141% 26 23.08% 4.8
Red Door Wealth Management
3715
Red Door Wealth Management
Tennessee
$270M -$28.1M -9% 14% 100% 147 15.65% 1.9
Virtus ETF Advisers
3716
Virtus ETF Advisers
New York
$270M +$46.4M +21% 14% 177% 501 38.92% 1.6
Washington University
3717
Washington University
Missouri
$270M -$7.72M -3% 29% 44% 11 36.36% 0.6
Soviero Asset Management
3718
Soviero Asset Management
New York
$270M -$138M -34% 17.6% 676% 46 58.7% 0.5
Riversedge Advisors
3719
Riversedge Advisors
Delaware
$269M -$38.2M -12% 12.8% 71.3% 74 20.27% 1.7
Diana Davis Spencer Foundation
3720
Diana Davis Spencer Foundation
Maryland
$269M -$18.7M -7% 6.42% 13.4% 3 0% 7.5
Seven Post Investment Office
3721
Seven Post Investment Office
California
$269M -$58.8M -18% 18.1% 44.4% 58 32.76% 2.4
Relyea Zuckerberg Hanson
3722
Relyea Zuckerberg Hanson
Connecticut
$268M -$36.8M -12% 16.5% 95.9% 155 12.26% 1.9
First Commonwealth Financial Corp
3723
First Commonwealth Financial Corp
Pennsylvania
$268M -$44.2M -14% 14.1% 72.9% 185 9.19% 3.9
RB Capital Management
3724
RB Capital Management
Nevada
$268M -$43.4M -14% 14.9% 79.4% 183 14.75% 3.2
Albar Capital
3725
Albar Capital
United Kingdom
$268M +$28M +12% 11.5% 163% 49 79.59% 0.3