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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
RFG
5051
Range Financial Group
Oregon
$277M +$22.7M +9% 13.9% 188% 219 21%
NS
5052
Night Squared
New York
$277M +$52.7M +24% 9.53% 84 71.43%
S
5053
Sunpointe
Missouri
$277M +$24.9M +10% 10.2% 269 17.1%
IVGAI
5054
Index Venture Growth Associates III
Jersey
$277M +$78.5M +40% 51.5% 740% 3 33.33%
MFC
5055
Morris Financial Concepts
South Carolina
$277M +$24.9M +10% 6.8% 56.5% 201 3.48%
SCI
5056
Stableford Capital II
Arizona
$277M +$11.3M +4% 4.07% 59.3% 142 11.27%
LPP
5057
Long Path Partners
Connecticut
$277M -$18M -6% 4.78% 9.18% 7 14.29%
GJIA
5058
Glass Jacobson Investment Advisors
Maryland
$277M +$17M +7% 6.18% 58.3% 597 7.2%
SIM
5059
Sims Investment Management
Ohio
$276M +$27.7M +11% 7.17% 44 6.82%
WAM
5060
Weinberger Asset Management
California
$276M +$17.2M +7% 6.63% 80% 88 7.95%
QP
5061
Quartz Partners
New York
$276M +$57.6M +26% 10.4% 196 20.92%
AFS
5062
Access Financial Services
Minnesota
$276M +$11.5M +4% 4.74% 44.8% 109 17.43%
T
5063
TOBAM
France
$276M +$19.8M +8% 4.62% 56% 282 22.7%
PHAM
5064
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 8.49% 66.8% 113 7.96%
EM
5065
Excalibur Management
Massachusetts
$276M +$9.06M +3% 5.83% 81.7% 168 2.98%
MCC
5066
Malaga Cove Capital
California
$276M +$21M +8% 5.15% 88.1% 189 22.22%
ORP
5067
Orion Resource Partners
New York
$275M -$264M -49% 31% 35 54.29%
AG
5068
Amiral Gestion
France
$275M +$43.3M +19% 1.21% 29 34.48%
OPW
5069
Osprey Private Wealth
New York
$275M +$91.5M +50% 8.32% 66 25.76%
HOWA
5070
Heritage Oak Wealth Advisors
Florida
$275M +$16.2M +6% 6.62% 90 24.44%
SN
5071
Sittner & Nelson
Oregon
$275M +$26.5M +11% 9.42% 88.1% 515 7.57%
BCM
5072
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 6.9% 67.6% 136 12.5%
GPC
5073
Gallatin Point Capital
Connecticut
$275M -$171M -38% 25.3% 2 0%
SA
5074
Sonoma Allocations
California
$275M 6.94% 137
IWP
5075
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 5.94% 52% 98 7.14%