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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)
RCA
3776
Rex Capital Advisors
Rhode Island
$128M +$7.83M +7% 6.29% 7.31% 36 8.33% 1.8
Stonehearth Capital Management
3777
Stonehearth Capital Management
Massachusetts
$128M +$1.74M +1% 3.5% 87.5% 36 13.89% 1.9
Denver PWM
3778
Denver PWM
Colorado
$128M – – 3.36% 48.6% 60 – 0
RB Capital Management
3779
RB Capital Management
Nevada
$128M +$12M +10% 3.29% 79.4% 135 12.59% 0.6
Loudon Investment Management
3780
Loudon Investment Management
New Hampshire
$128M -$3.91M -3% 3.45% 61.6% 89 6.74% 2.7
Scholtz & Company
3781
Scholtz & Company
Connecticut
$128M +$11.8M +10% 7.27% 89.2% 74 51.35% 0.7
Bernicke Wealth Management
3782
Bernicke Wealth Management
Wisconsin
$127M +$2.03M +2% 2.13% – 56 14.29% 1.6
Mitsubishi UFJ Asset Management (UK)
3783
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$127M +$14.3M +13% 6.06% 151% 64 14.06% 0.2
Adirondack Trust Company
3784
Adirondack Trust Company
New York
$127M +$3.18M +3% 3.72% 96.7% 333 7.21% 3.3
WEO
3785
William E. Oberndorf
$127M +$29.1M +30% 19.7% 36.2% 8 37.5% 1
HH
3786
HWG Holdings
Texas
$127M -$8.11M -6% 7.52% – 133 48.87% 0.2
Technology Crossover Management V
3787
Technology Crossover Management V
California
$127M -$1.62M -1% 1.57% 2.5% 2 0% 2.3
Manifold Partners
3788
Manifold Partners
California
$127M +$41.5M +49% 4.47% 24.9% 18 38.89% 0.9
Capital Wealth Planning
3789
Capital Wealth Planning
Florida
$127M -$498M -80% 5.04% 73.9% 210 33.33% 1
Amica Retiree Medical Trust
3790
Amica Retiree Medical Trust
Rhode Island
$127M +$4.06M +3% 4.41% – 399 22.06% 2.2
Geneva Partners
3791
Geneva Partners
Wisconsin
$127M – – 6.12% 401% 88 – 1
SAM
3792
Security Asset Management
New York
$127M +$4.92M +4% 6.33% 67.4% 78 1.28% 2.3
Michael & Susan Dell Foundation
3793
Michael & Susan Dell Foundation
New York
$127M +$363K +0.3% 0.77% 238% 7 0% 2.7
Pacific Wealth Strategies Group
3794
Pacific Wealth Strategies Group
California
$127M +$9.6M +8% 3.48% 75.5% 78 2.56% 0.7
Rezny Wealth Management
3795
Rezny Wealth Management
Florida
$127M +$746K +0.6% 3.65% 99.6% 16 25% 1.6
7A
3796
734 Agriculture
New York
$127M +$10.6M +9% 9.11% 23.8% 1 0% 3.5
MI
3797
Moneywise Inc
Virginia
$127M +$9.12M +8% 3.31% 58% 41 9.76% 0.8
Emory University
3798
Emory University
Georgia
$126M +$13.2M +12% 16.9% – 59 23.73% 0.9
Financial Advisors Network
3799
Financial Advisors Network
California
$126M +$5.84M +5% 2.54% – 94 6.38% 0.7
Elm Advisors
3800
Elm Advisors
California
$126M +$4.1M +3% 4.42% 50.5% 84 7.14% 3