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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)
RIM
4001
Redwood Investment Management
Arizona
$133M -$143M -52% 6.09% 62.5% 142 70.42% 0.6
SCA
4002
Sage Capital Advisors
South Dakota
$133M -$27.5M -17% 14.6% 105% 97 23.71% 1.2
WVP
4003
Worth Venture Partners
New Jersey
$132M -$1M -0.8% 3.14% 105% 198 66.67% 0.4
AIM
4004
Advantage Investment Management
Iowa
$132M -$21.7M -14% 12.9% 28.6% 1,141 21.91% 2.3
SP
4005
SWS Partners
Ohio
$132M -$25.5M -16% 9.59% 112% 106 8.49% 0.9
APG
4006
Abacus Planning Group
South Carolina
$132M -$17.2M -12% 14.5% 59.1% 198 53.03% 0.5
SWRP
4007
Summit Wealth & Retirement Planning
California
$132M – – 12.1% 67.6% 105 – 0
LA
4008
Legacy Advisors
Pennsylvania
$132M -$71.3M -35% 13.1% – 464 76.72% 1.5
APSI
4009
Asset Planning Services Inc
Louisiana
$132M -$14.5M -10% 10.9% 138% 41 17.07% 1.6
WCM
4010
WealthBridge Capital Management
Ohio
$132M – – 13.2% 82.1% 998 – 0
SAM
4011
Security Asset Management
New York
$131M -$20.8M -14% 11.8% 67.4% 85 8.24% 3.1
AF
4012
Aldebaran Financial
$131M -$22.7M -15% 12.4% 89.7% 102 9.8% 3.4
QGA
4013
Q Global Advisors
Texas
$131M +$36.5M +38% 22.7% 79% 46 84.78% 0.2
SFA
4014
Spectrum Financial Alliance
Kentucky
$131M -$28.9M -18% 19.1% 185% 126 14.29% 0.7
SCA
4015
Stuart Chaussee & Associates
California
$131M -$26.7M -17% 6.97% 58.6% 142 21.13% 1.4
ACP
4016
Acuta Capital Partners
California
$131M -$149M -53% 22.9% 7,269% 34 47.06% 1.7
MMHP
4017
Murphy Middleton Hinkle & Parker
Georgia
$131M -$10.6M -7% 7.8% 66.8% 128 9.38% 1
MWM
4018
Mascoma Wealth Management
New Hampshire
$131M -$20.5M -14% 8.24% 40% 415 12.05% 1.5
LRIC
4019
Long Road Investment Counsel
Michigan
$131M -$19.7M -13% 9.69% 53.8% 71 11.27% 3.7
CAN
4020
Claraphi Advisory Network
United States
$131M -$48.5M -27% 14.4% 88.3% 292 40.75% 0.7
JAM
4021
Jolley Asset Management
North Carolina
$130M -$18.7M -13% 8.94% 3.47% 67 22.39% 4
MWA
4022
Meridian Wealth Advisors
Texas
$130M – – 14.5% 79.9% 462 – 0
BI
4023
Ballast Inc
Kentucky
$130M -$15.8M -11% 11.1% 66% 101 23.76% 0.9
QI
4024
Qtron Investments
Massachusetts
$130M – – 8.3% 139% 177 – 0
HFS
4025
Howard Financial Services
Texas
$130M – – 12.3% 55.9% 95 – 0