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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)
FRGX
5626
First Reserve GP XIII
Connecticut
$113M -$11.4M -9% 9.15% 5.56% 1 0% 3.8
AWAP
5627
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$113M +$1.76M +2% 0.78% 74.4% 121 7.44% 0.7
DWM
5628
Defined Wealth Management
Oregon
$113M +$292K +0.3% 0.86% 70.3% 94 3.19% 0.7
RAM
5629
RK Asset Management
Michigan
$113M -$2.96M -3% 0.82% 47.6% 16 0% 3.8
PIC
5630
Platt Investment Counsel
Florida
$113M -$3.66M -3% 3.15% 62.9% 16 0% 0.7
PM
5631
Ponoi Management
California
$113M -$67.3M -37% 0.27% – 5 20% 0.8
GWAM
5632
Guardian Wealth Advisors (Minnesota)
Minnesota
$112M -$3.09M -3% 1.81% 57.3% 67 7.46% 0.7
UAM
5633
Unison Asset Management
Florida
$112M -$2.32M -2% 0.32% 81.4% 26 3.85% 0.7
PAWC
5634
P.A.W. Capital
Connecticut
$112M -$6.73M -6% 6.88% 54.6% 69 15.94% 3.6
WAM
5635
WealthTrust Asset Management
Florida
$112M -$2.83M -2% 0.11% 97.9% 80 18.75% 0.2
JI
5636
Jeereddi Investments
California
$112M -$9.01M -7% 5.46% 37.7% 57 5.26% 1.3
ONST
5637
Old North State Trust
North Carolina
$112M -$20.2M -15% 0.2% – 358 7.54% 1.5
CAM
5638
Campion Asset Management
Virginia
$112M -$8.31M -7% 1.67% 70.2% 97 5.15% 0.5
WPW
5639
Warther Private Wealth
Ohio
$112M +$9.06M +9% 0.41% 94.1% 123 15.45% 0.2
RVM
5640
Robinson Value Management
Texas
$112M -$10.7M -9% 3.59% 70.8% 113 45.13% 1.7
UFF
5641
USA Financial Formulas
Michigan
$112M -$7.46M -6% 2.87% 98.9% 507 38.26% 0.8
RCM
5642
Robinson Capital Management
Michigan
$112M -$72.2M -39% 1.83% 7.8% 252 65.87% 0.6
TIA
5643
Trust Investment Advisors
Indiana
$112M -$1.17M -1% 0.36% 167% 86 10.47% 3.3
VWA
5644
VERITY Wealth Advisors
United States
$112M +$1.6M +1% 1.29% 59.9% 61 8.2% 2.1
TM
5645
Titan Managers
Arizona
$112M +$15.6M +16% 0.05% 2.57% 28 64.29% 0.5
ARMT
5646
Amica Retiree Medical Trust
Rhode Island
$111M -$47.4M -30% 1.41% – 106 4.72% 4.2
MSS
5647
Mitchell Sinkler & Starr
Pennsylvania
$111M +$660K +0.6% 0.16% 85.6% 105 2.86% 4.6
SWMP
5648
Signature Wealth Management Partners
New Jersey
$110M +$175K +0.2% 0.74% 80.4% 114 7.89% 0.7
EPWM
5649
Essex Private Wealth Management
Massachusetts
$110M +$583K +0.5% 0.52% 29.3% 67 8.96% 1.4
BFS
5650
Beacon Financial Strategies
North Carolina
$110M -$7.24M -6% 0.99% 54.2% 34 5.88% 0.2