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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
4551
RFG Holdings
Texas
$263M +$25.3M +11% 2.55% 72.3% 49 16.33% 1
Standard General
4552
Standard General
New York
$263M +$105M +67% 292% 259% 3 0% 5.8
Aquamarine Zurich
4553
Aquamarine Zurich
Switzerland
$263M +$623K +0.2% 0.36% 74.8% 14 14.29% 1.5
FNWM
4554
Financial Network Wealth Management
Utah
$263M +$51.3M +24% 5.45% – 109 63.3% 1
Viola Ventures VC Management 4
4555
Viola Ventures VC Management 4
Israel
$262M -$10.6M -4% 4.66% 79.1% 5 0% 1.3
Jeppson Wealth Management
4556
Jeppson Wealth Management
California
$262M +$4.39M +2% 4.24% 107% 217 9.68% 2.6
Iron Horse Wealth Management
4557
Iron Horse Wealth Management
Iowa
$262M +$8.86M +4% 0.04% 29.1% 496 10.69% 1.5
Cerro Pacific Wealth Advisors
4558
Cerro Pacific Wealth Advisors
California
$262M – – 4.25% – 149 – 2.5
WealthBridge Investment Counsel
4559
WealthBridge Investment Counsel
Alberta, Canada
$261M -$8.09M -3% 0.92% 106% 44 2.27% 3.8
Bard Associates
4560
Bard Associates
Illinois
$261M -$16.8M -6% 0.91% 241% 179 5.59% 5.5
Allegiance Financial Group Advisory Services
4561
Allegiance Financial Group Advisory Services
Virginia
$261M +$16.8M +7% 0.56% 62.6% 74 6.76% 1.3
Anatole Investment Management
4562
Anatole Investment Management
Hong Kong
$261M -$62.6M -19% 9.71% 3,486% 11 63.64% 0.3
Sandbox Financial Partners
4563
Sandbox Financial Partners
Maryland
$261M +$22.8M +10% 6.24% 69.6% 103 11.65% 2
PAM
4564
Pegasus Asset Management
New York
$261M +$2.57M +1% 3.42% 89% 73 8.22% 4.8
Allred Capital Management
4565
Allred Capital Management
Texas
$261M +$4.74M +2% 2.09% 73.5% 175 5.14% 3.9
Bourne Lent Asset Management
4566
Bourne Lent Asset Management
New York
$261M +$12.8M +5% 7.57% 76.1% 63 3.17% 6.4
MCF
4567
MKA Charitable Fund
California
$261M -$27.9M -10% 8.08% 17.1% 1 0% 0.5
Sicart Associates
4568
Sicart Associates
New York
$261M -$12.4M -5% 0.53% 99.1% 79 12.66% 3.9
McCarthy & Cox
4569
McCarthy & Cox
Ohio
$261M -$4.22M -2% 0.31% – 54 14.81% 0.2
Bill Few Associates
4570
Bill Few Associates
Pennsylvania
$261M +$14M +6% 3.77% 91.5% 181 11.05% 1.7
Swiss Re
4571
Swiss Re
Switzerland
$260M -$238M -48% 4.56% – 2 0% 1.1
Snow Phipps Group
4572
Snow Phipps Group
New York
$260M -$30.6M -11% 0.06% 58% 2 0% 4.3
Fielder Capital Group
4573
Fielder Capital Group
Tennessee
$260M +$36.4M +16% 4.31% – 207 22.22% 0.4
Stiles Financial Services
4574
Stiles Financial Services
Minnesota
$260M +$10.4M +4% 4.35% 133% 187 8.56% 1.9
3G Capital Partners
4575
3G Capital Partners
New York
$260M +$21.9M +9% 8.6% 351% 15 40% 0.4