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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
NVPX
4726
Norwest Venture Partners X
California
$83.2M -$37.1M -31% 23.6% 11.3% 3 0%
IWA
4727
Independence Wealth Advisors
Virginia
$83.2M -$15.5M -16% 9.87% 34.1% 19 0%
FFG
4728
Fortem Financial Group
California
$83M 14.5% 179% 127
RG
4729
Riverstone Group
Virginia
$82.9M -$19.5M -19% 19% 305% 2 0%
HWMG
4730
Hurlow Wealth Management Group
Indiana
$82.9M 12.2% 55.8% 89
RCA
4731
Reitz Capital Advisors
Michigan
$82.7M 10.1% 11% 41
FU
4732
Fairfield University
Connecticut
$82.6M -$42.2M -34% 11.5% 61.9% 5 20%
RCP
4733
Radin Capital Partners
Ontario, Canada
$82.5M -$24.8M -23% 11.8% 11 0%
AP
4734
Advisors Preferred
Maryland
$82.5M -$141M -63% 3.25% 102% 259 82.63%
CC
4735
Caxton Corporation
New Jersey
$82.4M -$25.7M -24% 21.5% 512% 33 36.36%
WMRU
4736
William Marsh Rice University
Texas
$82.4M -$40.1M -33% 17.4% 4.44% 5 40%
JGGDR
4737
JGP Global Gestao de Recursos
Brazil
$82.3M +$23.2M +39% 11.9% 206% 63 77.78%
PM
4738
Parametrica Management
Hong Kong
$81.9M +$36.3M +79% 16.3% 584% 376 89.89%
KEM
4739
Kimmeridge Energy Management
New York
$81.9M +$3.05M +4% 23.4% 19.7% 1 0%
CASB
4740
Cape Ann Savings Bank
Massachusetts
$81.8M -$2.86M -3% 10% 72.7% 64 12.5%
XWM
4741
Xcel Wealth Management
Florida
$81.8M 14.8% 93.7% 64
CCM
4742
Coe Capital Management
Illinois
$81.5M -$19.8M -20% 12.4% 84.4% 94 29.79%
GIM
4743
Greenwich Investment Management
Connecticut
$81.3M -$12.7M -13% 10.6% 70 22.86%
CPV
4744
Canaan Partners VIII
Connecticut
$81.2M 32.3% 2
MSS
4745
Mitchell Sinkler & Starr
Pennsylvania
$81M -$14.6M -15% 9.33% 72.2% 95 9.47%
GPA
4746
Garrison Point Advisors
California
$81M 13% 81.5% 120
PD
4747
Planning Directions
Pennsylvania
$80.9M -$26.7M -25% 7.99% 46.3% 59 20.34%
LB
4748
Legacy Bridge
Iowa
$80.8M 13.9% 225% 220
BFWA
4749
Benchmark Financial Wealth Advisors
Florida
$80.7M +$230K +0.3% 15.4% 70.6% 32 65.63%
YEPV
4750
Yorktown Energy Partners VII
New York
$80.6M -$43.4M -35% 38% 22.4% 4 0%