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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)
RFG Holdings
4501
RFG Holdings
Texas
$283M +$20.6M +8% 4.16% 74.2% 53 11.32% 1.1
Sykon Capital
4502
Sykon Capital
New York
$283M +$18.3M +7% 6.23% 63.7% 114 39.47% 0.7
Patriot Financial Partners
4503
Patriot Financial Partners
Pennsylvania
$283M +$28.8M +11% 14.9% 16.6% 9 11.11% 4.9
RIA Advisory Group
4504
RIA Advisory Group
Iowa
$283M – – 5.88% – 128 – 0.7
IAS
4505
Investment Advisory Services
Texas
$283M +$10.3M +4% 6.42% 74.9% 122 8.2% 3.3
Honeycomb Asset Management
4506
Honeycomb Asset Management
New York
$283M -$102M -26% 9.92% 49% 39 74.36% 0.3
Almitas Capital
4507
Almitas Capital
California
$283M +$42.5M +18% 7.82% 86.1% 89 38.2% 1.1
Cutler Capital Management
4508
Cutler Capital Management
Massachusetts
$283M +$26.7M +10% 7.53% 39.7% 115 7.83% 3.2
Phraction Management
4509
Phraction Management
Connecticut
$283M +$9.17M +3% 5.25% 106% 72 11.11% 1.7
Pecaut & Co
4510
Pecaut & Co
Iowa
$283M +$18.2M +7% 7.52% 62.8% 78 15.38% 3.7
Sandbox Financial Partners
4511
Sandbox Financial Partners
Maryland
$283M +$21.7M +8% 4.69% 69.6% 110 13.64% 2.1
HT Partners
4512
HT Partners
Connecticut
$283M -$362K -0.1% 5.83% 71.1% 53 9.43% 5.2
Oak Asset Management
4513
Oak Asset Management
California
$282M +$9.31M +3% 6.99% 91.8% 107 6.54% 2
Droms Strauss Advisors
4514
Droms Strauss Advisors
Missouri
$282M +$6.09M +2% 5.97% 68.7% 68 10.29% 3.3
LCNB Corp
4515
LCNB Corp
Ohio
$282M +$14.6M +5% 6.41% 75.2% 183 6.01% 4.7
CWS Financial Advisors
4516
CWS Financial Advisors
Michigan
$282M +$28M +11% 7.01% 55.7% 122 13.93% 3.1
LCM
4517
Lynx1 Capital Management
Puerto Rico
$282M +$5.03M +2% 8.08% 883% 21 33.33% 0.9
Hayek Kallen Investment Management
4518
Hayek Kallen Investment Management
Alabama
$282M +$14M +5% 7.02% 71.9% 95 4.21% 6
Evexia Wealth
4519
Evexia Wealth
Wisconsin
$282M +$15.6M +6% 8.98% 92.5% 66 7.58% 1.1
CHA
4520
Carmichael Hill & Associates
Maryland
$282M +$27M +11% 6.96% 39.7% 818 8.31% 3.6
Bill Few Associates
4521
Bill Few Associates
Pennsylvania
$282M +$21.3M +8% 7.38% 91.5% 181 6.08% 1.9
Iyo Bank
4522
Iyo Bank
Japan
$282M -$27K -0% 3.6% 125% 36 2.78% 2.2
WealthBridge Investment Counsel
4523
WealthBridge Investment Counsel
Alberta, Canada
$282M +$20.3M +8% 6.97% 106% 47 6.38% 3.8
First Citizens Asset Management
4524
First Citizens Asset Management
North Carolina
$281M +$13.1M +5% 5.64% 44.2% 33 9.09% 1.7
Metropolitan Life Insurance Company (MetLife)
4525
Metropolitan Life Insurance Company (MetLife)
New York
$281M +$28M +11% 5.59% 50.8% 12 33.33% 6.7