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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)
RM
4226
Rudius Management
New York
$236M +$17.5M +8% 5.77% 8.92% 5 0% 0.6
CA
4227
Continental Advisors
Utah
$236M +$18.7M +9% 1.24% 73.6% 67 19.4% 4
BCS Wealth Management
4228
BCS Wealth Management
Tennessee
$236M +$47.5M +25% 0.79% 46.7% 181 19.89% 1.1
IAM Advisory
4229
IAM Advisory
Pennsylvania
$236M -$524M -69% 0.8% 74.5% 114 100% 0
AWAM
4230
Appian Way Asset Management
New York
$236M +$85.6M +57% 1.53% 49.4% 63 61.9% 0.2
SC
4231
Serenity Capital
California
$236M +$42.9M +22% 0.02% – 4 25% 2.7
Collaborative Holdings Management
4232
Collaborative Holdings Management
New York
$235M +$28.2M +14% 26.5% 591% 24 54.17% 0.3
Sage Capital Advisors
4233
Sage Capital Advisors
South Dakota
$235M -$10.1M -4% 2.35% 105% 116 13.79% 2.2
ValueWorks
4234
ValueWorks
New York
$235M +$2.84M +1% 4.03% 190% 34 0% 3.2
NIA Impact Advisors
4235
NIA Impact Advisors
California
$235M +$29.5M +14% 0.05% – 58 8.62% 0.7
Compton Financial Group
4236
Compton Financial Group
Maryland
$235M -$258K -0.1% 0.58% 37.7% 31 16.13% 0.7
Fluent Financial
4237
Fluent Financial
Texas
$234M +$1.44M +0.6% 1.98% 46.9% 62 9.68% 1.2
Phoenician Capital
4238
Phoenician Capital
New York
$234M +$7.57M +3% 2.2% 41.1% 14 0% 1.2
Studio Investment Management
4239
Studio Investment Management
Illinois
$234M – – 0.29% 51.3% 105 – 0
S.R. Schill & Associates
4240
S.R. Schill & Associates
Washington
$234M -$18.8M -7% 3.48% 42.7% 97 17.53% 2.7
Brightlight Capital Management
4241
Brightlight Capital Management
Connecticut
$233M -$45.4M -16% 11.7% 202% 15 33.33% 1.3
Ameraudi Asset Management
4242
Ameraudi Asset Management
New York
$233M -$1.18M -0.5% 1.74% 47.1% 48 8.33% 1.1
Catalyst Private Wealth
4243
Catalyst Private Wealth
California
$233M +$52.6M +29% 28% 120% 74 12.16% 0.8
PhiloSmith Capital
4244
PhiloSmith Capital
Connecticut
$233M +$6.49M +3% 2.6% 47% 30 0% 3.9
DI
4245
DAGCO Inc
Ohio
$233M +$8.08M +4% 0.03% 75% 107 1.87% 2.1
KMWM
4246
Keudell/Morrison Wealth Management
Oregon
$233M +$50.6M +28% 0.77% – 188 15.96% 1.7
QCI
4247
Quaker Capital Investments
Pennsylvania
$233M -$18.9M -7% 5.57% 107% 23 17.39% 2.7
Veracity Capital
4248
Veracity Capital
Georgia
$233M -$198M -46% 1.18% 149% 286 20.28% 1
Taylor Hoffman Wealth Management
4249
Taylor Hoffman Wealth Management
Virginia
$233M +$1.01M +0.4% 1.02% 47.8% 135 7.41% 2.8
TNF
4250
TNF
Montana
$233M – – 0.91% 21.3% 131 – 0