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)
AC
5001
Anavon Capital
United Kingdom
$104M – – 9.78% – 15 – 0.9
NC
5002
Naman Capital
Brazil
$104M +$2.95M +3% 6.05% 89.9% 13 0% 0.9
ICM
5003
Islay Capital Management
Texas
$104M – – 8.47% 66.3% 263 – 0
AFC
5004
Adaptive Financial Consulting
Ohio
$104M – – 3.73% 33.4% 22 – 0
RZH
5005
Relyea Zuckerberg Hanson
Connecticut
$104M – – 8.9% 84.4% 105 – 0
MWA
5006
Moser Wealth Advisors
Washington
$104M – – 9.27% – 141 – 0
CCM
5007
Community Capital Management
Florida
$104M +$12.7M +14% 6.89% 55.6% 111 26.13% 0.7
SCM
5008
Solas Capital Management
Connecticut
$104M +$7.37M +8% 9.12% 62.5% 26 26.92% 0.7
RHP
5009
Royal Harbor Partners
Texas
$104M – – 5.6% 49.5% 59 – 0
EWP
5010
Engrave Wealth Partners
Texas
$104M – – 6.82% 39.9% 433 – 0
CWM
5011
Chicago Wealth Management
Illinois
$104M – – 6.7% 134% 31 – 0
RA
5012
Raffles Associates
New York
$104M -$946K -0.9% 4.8% 50% 63 36.51% 2.1
EIP
5013
Edgbaston Investment Partners
$104M -$675K -0.6% 2.77% 4.67% 3 0% 1.6
MFG
5014
Menard Financial Group
Texas
$104M – – 6.82% 141% 120 – 0
RC
5015
Roubaix Capital
Colorado
$104M -$5.93M -5% 7.21% 174% 49 59.18% 0.3
VWA
5016
VERITY Wealth Advisors
United States
$104M +$2.3M +2% 5.36% 59.9% 52 7.69% 1
CFG
5017
Capstone Financial Group
Oklahoma
$104M – – 9.67% – 154 – 0
RWB
5018
RMR Wealth Builders
New Jersey
$104M – – 8.73% 81.6% 424 – 0
RHI
5019
Richmond Hill Investments
New York
$104M -$14.6M -12% 0.63% 55.2% 8 12.5% 3.3
WCFA
5020
Walkner Condon Financial Advisors
Wisconsin
$104M – – 4.39% 56.8% 68 – 0
CC
5021
Caxton Corporation
New Jersey
$104M +$15M +17% 34.1% 512% 49 36.73% 0.8
SCM
5022
Soleus Capital Management
Connecticut
$104M – – 82.8% 508% 49 – 0
GIM
5023
Greenwich Investment Management
Connecticut
$104M +$8.8M +9% 4.97% – 63 14.29% 2.5
AIFAIM
5024
American Institute for Advanced Investment Management
Arizona
$104M – – 5.55% 72.8% 96 – 0
VFA
5025
Values First Advisors
Tennessee
$104M – – 11.4% 86.4% 139 – 0