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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)
WrapManager Inc
3726
WrapManager Inc
California
$341M +$28.2M +9% 10.2% 64.6% 301 16.28% 3.4
Vantage Financial Partners (Wisconsin)
3727
Vantage Financial Partners (Wisconsin)
Wisconsin
$340M +$86M +34% 9.59% 53.8% 137 41.61% 0.8
Mason & Associates (California)
3728
Mason & Associates (California)
California
$340M +$27.7M +9% 6.94% 68.5% 88 13.64% 1.5
RJA Asset Management
3729
RJA Asset Management
Connecticut
$340M +$11M +3% 12.4% 80.2% 4 0% 1.4
Concord Asset Management (Virginia)
3730
Concord Asset Management (Virginia)
Virginia
$340M +$41.8M +14% 7.25% 69% 149 24.16% 0.9
Warwick Investment Management
3731
Warwick Investment Management
Texas
$340M +$73.1M +27% 11% 69.9% 87 24.14% 1
Monaco Asset Management
3732
Monaco Asset Management
Monaco
$340M +$2.58M +0.8% 13.7% 120% 97 46.39% 0.8
MAM
3733
Morse Asset Management
Connecticut
$340M +$23.6M +7% 13.9% 222% 141 18.44% 3.5
PBF
3734
Petix & Botte Financial
California
$340M +$22.6M +7% 7.98% 47.5% 124 7.26% 2.2
Turtle Creek Wealth Advisors
3735
Turtle Creek Wealth Advisors
Texas
$340M – – 11.6% 112% 850 – 0
Riverpoint Wealth Management Holdings
3736
Riverpoint Wealth Management Holdings
Illinois
$340M +$36.5M +12% 11.3% 53.6% 54 9.26% 4.6
FCPM III Services
3737
FCPM III Services
Netherlands
$339M – – 0.76% – 6 – 0
Waterfront Wealth
3738
Waterfront Wealth
Kansas
$339M +$33.7M +11% 10.6% 77.2% 254 5.51% 2.2
SignalPoint Asset Management
3739
SignalPoint Asset Management
Missouri
$339M +$25.4M +8% 9.31% 36% 229 8.3% 5.4
DL
3740
DOHJ LLC
Washington
$338M +$114M +51% 10.3% 51.5% 140 41.43% 1.8
GPC
3741
Guardian Point Capital
Virginia
$338M +$174M +105% 7.61% 142% 8 12.5% 2.2
Adams Wealth Management
3742
Adams Wealth Management
Utah
$338M +$43.4M +15% 12.7% 105% 106 24.53% 2.2
Univest Financial
3743
Univest Financial
Pennsylvania
$338M +$38.6M +13% 12.6% 82.6% 122 15.57% 4.4
RS
3744
Retirement Solution
Washington
$338M +$35M +12% 12.1% 77.3% 48 25% 1.4
Financial & Tax Architects
3745
Financial & Tax Architects
Missouri
$338M +$16M +5% 7.41% 50.2% 98 22.45% 1.3
Integris Wealth Management
3746
Integris Wealth Management
California
$338M +$32.8M +11% 8.93% 60.3% 94 12.77% 0.8
Dymon Asia Capital (Singapore)
3747
Dymon Asia Capital (Singapore)
Singapore
$338M +$69.5M +26% 7.04% 291% 148 73.65% 0.2
Juniper Capital Advisors
3748
Juniper Capital Advisors
Texas
$338M – – 24.7% – 1 – 0
Vertex Planning Partners
3749
Vertex Planning Partners
Illinois
$338M +$47M +16% 8.4% 55.4% 159 17.61% 0.7
True Wind Capital Management
3750
True Wind Capital Management
California
$337M +$89.3M +36% 42% 59.6% 3 0% 2