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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)
Forum Private Client Group
5251
Forum Private Client Group
Indiana
$138M +$8.72M +7% 9.99% 47.9% 69 11.59% 0.2
Birchview Capital
5252
Birchview Capital
Vermont
$137M -$1.43M -1% 0.42% 327% 64 7.81% 2.6
Ridgecrest Wealth Partners
5253
Ridgecrest Wealth Partners
California
$137M -$20.1M -13% 13.5% 103% 113 9.73% 1.1
Peregrine Asset Advisers
5254
Peregrine Asset Advisers
Oregon
$137M -$58.2M -30% 11.7% 182% 131 54.2% 2.8
FCPV
5255
FS Capital Partners VI
California
$137M -$122M -47% 47.1% – 1 0% 0.5
Farmers & Merchants Trust Co of Chambersburg PA
5256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137M -$19.5M -12% 11.7% 65.5% 371 19.68% 3.3
DFS
5257
Dixon Fnancial Services
California
$137M +$5.76M +4% 13.4% 76.6% 24 4.17% 0.5
Aristotle Pacific Capital
5258
Aristotle Pacific Capital
California
$137M +$22.7M +20% 10% 1.84% 13 23.08% 1
Salem Capital Management
5259
Salem Capital Management
Massachusetts
$137M -$41.2M -23% 11.2% 32.3% 69 17.39% 6.7
Milestones Administradora de Recursos
5260
Milestones Administradora de Recursos
Brazil
$137M +$24.1M +21% 20.1% 116% 19 31.58% 0.3
Wolff Wiese Magana
5261
Wolff Wiese Magana
California
$137M -$12.2M -8% 13.7% 149% 1,013 21.03% 1.1
Astoria Portfolio Advisors
5262
Astoria Portfolio Advisors
New York
$137M +$9.05M +7% 11.3% 75.4% 168 32.14% 0.3
H&H Retirement Design & Management
5263
H&H Retirement Design & Management
Nevada
$137M -$9.8M -7% 10.6% 38.4% 75 30.67% 0.9
S.A. Mason
5264
S.A. Mason
Michigan
$137M -$23.4M -15% 13% 116% 334 3.59% 2.1
Susquehanna International Securities
5265
Susquehanna International Securities
Ireland
$137M +$9.16M +7% 17.4% 2.8% 31 45.16% 0.4
Briggs Advisory Group
5266
Briggs Advisory Group
Rhode Island
$137M -$13.8M -9% 14.5% – 57 19.3% 0.4
Value Star Asset Management
5267
Value Star Asset Management
Hong Kong
$137M -$39.5M -22% – – 31 19.35% 0.7
Rainsberger Wealth Advisors
5268
Rainsberger Wealth Advisors
Colorado
$137M -$19.5M -12% 13.7% – 64 7.81% 0.5
Warther Private Wealth
5269
Warther Private Wealth
Ohio
$137M -$16.8M -11% 16.2% 94.1% 141 29.79% 0.8
Silicon Hills Wealth Management
5270
Silicon Hills Wealth Management
Texas
$137M -$20.1M -13% 14.5% 30.9% 116 26.72% 1.6
Horiko Capital Management
5271
Horiko Capital Management
New York
$137M -$105M -44% 15.5% 275% 32 31.25% 1.8
RIT Capital Partners
5272
RIT Capital Partners
United Kingdom
$137M -$104M -43% 13.5% 71.4% 15 46.67% 0.5
Concord Asset Management (Virginia)
5273
Concord Asset Management (Virginia)
Virginia
$136M -$13.2M -9% 11.3% 64.7% 54 18.52% 0.4
ACT Advisors
5274
ACT Advisors
North Carolina
$136M -$19M -12% 11.4% 75.4% 31 29.03% 1
RMSCM
5275
R.M. Sincerbeaux Capital Management
New York
$136M -$21.6M -14% 11.7% 76.4% 46 6.52% 7.1