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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)
Patriot Financial Partners
4751
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 22.1% 16.6% 11 9.09% 3.4
RAM Investment Partners
4752
RAM Investment Partners
Washington
$186M +$23.2M +14% 7.3% 61.9% 52 15.38% 0.2
SC
4753
Sawyer & Company
Massachusetts
$186M -$17.4M -9% 3.84% 111% 189 7.94% 3.7
Mendel Money Management
4754
Mendel Money Management
Illinois
$186M +$9.9M +6% 6.03% 88.8% 125 6.4% 2.9
CCM
4755
Consolidated Capital Management
California
$186M +$18M +11% 19% 166% 61 26.23% 2.6
Wills Financial Group
4756
Wills Financial Group
Virginia
$186M +$6.08M +3% 4.55% 57.5% 68 20.59% 4.2
KFO
4757
Kopp Family Office
Minnesota
$186M +$19.4M +12% 15.3% 47.9% 23 4.35% 1.6
Fullen Financial Group
4758
Fullen Financial Group
Ohio
$185M +$9.37M +5% 4.11% 28.4% 59 0% 2.5
Evexia Wealth
4759
Evexia Wealth
Wisconsin
$185M – – 4.48% 95% 38 – 0
Atlantic Investment Management
4760
Atlantic Investment Management
New York
$185M +$587K +0.3% 6.28% 28.8% 13 61.54% 1.3
Verger Capital Management
4761
Verger Capital Management
North Carolina
$185M +$7.08M +4% 4.55% 58.3% 35 11.43% 2.8
NIA Impact Advisors
4762
NIA Impact Advisors
California
$185M +$13M +8% 11.1% – 64 15.63% 1.6
Core Wealth Management
4763
Core Wealth Management
Florida
$185M +$8.13M +5% 4.5% 44.5% 20 15% 0.2
FACT Capital
4764
FACT Capital
New York
$185M +$13.3M +8% 18.8% 227% 15 40% 0.2
Quantamental Technologies
4765
Quantamental Technologies
New York
$185M -$33.8M -15% 7.2% 24.2% 667 73.91% 0.2
Adaptive Financial Consulting
4766
Adaptive Financial Consulting
Ohio
$185M +$10.6M +6% 4.08% 33.4% 16 0% 3.2
NatWest Group
4767
NatWest Group
United Kingdom
$185M +$9.05M +5% 10.3% 207% 57 22.81% 4
KA
4768
Kooman & Associates
Pennsylvania
$185M +$83.4M +82% 5.23% 66% 43 11.63% 0.2
Cota Capital Management
4769
Cota Capital Management
California
$185M -$577K -0.3% 11.7% 46% 12 8.33% 2.5
Sonata Capital Group
4770
Sonata Capital Group
Washington
$185M +$4.99M +3% 5.86% 66.5% 111 11.71% 5.7
Golden State Equity Partners
4771
Golden State Equity Partners
California
$185M – – 4.77% – 214 – 1.1
Waterford Advisors
4772
Waterford Advisors
New York
$185M +$13.1M +8% 5.51% 50.5% 54 12.96% 0.2
OGF
4773
Orin Green Financial
California
$185M +$14.4M +8% 7.47% 59.1% 74 10.81% 1.7
Quantum Private Wealth
4774
Quantum Private Wealth
Florida
$185M +$26.9M +17% 19.8% 240% 192 6.25% 1.1
ITIM
4775
Indiana Trust & Investment Management
Indiana
$185M +$7.38M +4% 4.82% 114% 128 12.5% 6.3