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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)
RFMS
5451
RWQ Financial Management Services
Florida
$133M +$7.17M +6% 13.1% 446% 41 48.78% 0.5
Patron Partners
5452
Patron Partners
Texas
$133M +$14.9M +13% 6.32% 90.2% 190 19.47% 0.4
CCA
5453
Covey Capital Advisors
Georgia
$133M +$12.3M +10% 15.2% 118% 38 100% –
Broadview Financial Management
5454
Broadview Financial Management
Wisconsin
$133M +$4.06M +3% 5.61% 52.4% 47 6.38% 2.8
Caprin Asset Management
5455
Caprin Asset Management
Virginia
$133M +$1.92M +1% 0.76% 7.87% 18 0% 4.2
Greenstone Partners & Co
5456
Greenstone Partners & Co
California
$133M +$14.1M +12% 10.6% 527% 11 18.18% 0.5
Rain Capital Management
5457
Rain Capital Management
Oregon
$133M +$8.48M +7% 4.74% 18.2% 51 7.84% 2.6
Freedman Financial Associates
5458
Freedman Financial Associates
Massachusetts
$133M +$11.6M +10% 6.56% – 526 14.45% 0.5
PCC
5459
Park Circle Company
Maryland
$133M +$14.5M +12% 6.26% 70.5% 111 12.61% 2
High Pines Wealth Management
5460
High Pines Wealth Management
Massachusetts
$133M +$19.4M +17% 10% 28.3% 44 20.45% 0.4
CMG Global Holdings
5461
CMG Global Holdings
Texas
$133M +$17.3M +15% 6.83% 80.8% 87 6.9% 0.2
GFI
5462
Global Frontier Investments
South Carolina
$132M +$16.3M +14% 4.17% – 18 11.11% 0.9
Old North State Trust
5463
Old North State Trust
North Carolina
$132M +$5.9M +5% 5.05% – 363 7.99% 1.2
Regency Capital Management
5464
Regency Capital Management
Hawaii
$132M +$37.3M +39% 8.12% 92.1% 193 41.97% 0.2
Morris Capital Advisors
5465
Morris Capital Advisors
Pennsylvania
$132M +$9.04M +7% 8.42% 72.9% 61 6.56% 3.6
FCFC
5466
First Citizens Financial Corp
Iowa
$132M +$9.6M +8% 5.95% 72.9% 115 8.7% 1.1
Altai Capital Management
5467
Altai Capital Management
California
$132M +$13.6M +12% 10% 24.9% 10 20% 0.6
Renasant Bank
5468
Renasant Bank
Mississippi
$132M +$7.73M +6% 6.25% 65% 198 14.65% 0.4
UMC
5469
United Maritime Capital
New York
$132M +$10.7M +9% 12.2% – 88 20.45% 0.4
Merrion Investment Management
5470
Merrion Investment Management
New Jersey
$132M +$12.1M +10% 9.17% 161% 95 13.68% 0.4
ACT Advisors
5471
ACT Advisors
North Carolina
$132M +$5.33M +4% 5.13% 75.4% 32 3.13% 0.5
Ceera Investments
5472
Ceera Investments
Texas
$132M +$9.04M +7% 8.41% 47.9% 63 9.52% 0.2
MMA Asset Management
5473
MMA Asset Management
Pennsylvania
$132M +$16.3M +14% 5.42% 54.3% 106 25.47% 0.4
Vanguard Capital Wealth Advisors
5474
Vanguard Capital Wealth Advisors
Colorado
$132M +$14.3M +12% 7.76% 234% 179 39.66% 1.4
Pacifica Partners
5475
Pacifica Partners
Canada
$132M +$10.3M +8% 8.25% 127% 502 21.91% 1