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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 Time
Held (Qtrs)
DC
5676
DPM Capital
Florida
$113M -$41M -27% 11% 110% 2 0% 6.5
DWM
5677
Defined Wealth Management
Oregon
$113M +$7.01M +7% 6.95% 70.3% 98 7.14% 1.9
SSC
5678
Syverson Strege & Co
Iowa
$112M +$16.2M +17% 3.35% 66.8% 304 13.49% 1.7
GCIG
5679
Grand Central Investment Group
Florida
$112M +$9.33M +9% 6.04% – 40 12.5% 1.8
FH
5680
FWG Holdings
Florida
$112M – – 8.07% 91.6% 87 – 0
RC
5681
Ronit Capital
United Kingdom
$112M -$45.9M -29% 1.96% – 76 38.16% 1.3
BMD
5682
Better Money Decisions
New Mexico
$112M +$14.9M +15% 4.96% 32.7% 623 8.99% 0.9
RCM
5683
Ravenstone Capital Management
$111M – – 11.8% 63% 37 – 0
BG
5684
Benedetti & Gucer
Georgia
$111M +$2.62M +2% 9.77% 42.7% 101 28.71% 0.8
PSIWM
5685
Paradigm Strategies in Wealth Management
Minnesota
$111M +$7.69M +7% 2.62% 37.9% 279 23.3% 0.8
MSA
5686
Mason Street Advisors
Wisconsin
$111M -$2.61M -2% 1.86% 32% 8 12.5% 16.9
TBNY
5687
Trustco Bank (New York)
New York
$111M -$7.95M -7% 3.79% 131% 73 4.11% 18.5
AWAP
5688
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$111M +$9.85M +10% 6.2% 68.1% 117 10.26% 1.8
ARIS
5689
Advanced Research Investment Solutions
California
$111M +$24.7M +29% 7.16% 13.1% 77 7.79% 2.7
OIM
5690
Orca Investment Management
Oregon
$111M +$14.5M +15% 7.82% 122% 66 13.64% 17.1
4FG
5691
4Thought Financial Group
New York
$111M +$7.19M +7% 4.62% 37.6% 114 23.68% 0.9
JC
5692
JCSD Capital
California
$111M +$7.55M +7% 0.56% – 76 18.42% 4.5
TC
5693
Touchstone Capital
Pennsylvania
$111M +$1.34M +1% 5.68% – 16 12.5% 1.9
SCM
5694
Springhouse Capital Management
Connecticut
$111M +$10.2M +10% 2.31% 52% 25 32% 4.2
A
5695
Atlassian
California
$110M +$18.8M +20% 20.5% – 1 0% 2
VWA
5696
VERITY Wealth Advisors
United States
$110M -$2.73M -2% 6.31% 59.9% 56 1.79% 8
AGP
5697
Akaris Global Partners
New York
$110M +$7.15M +7% 8.41% 35% 19 31.58% 2.9
SWMP
5698
Signature Wealth Management Partners
New Jersey
$110M +$5.88M +6% 6.51% 80.4% 113 13.27% 1.7
MSS
5699
Mitchell Sinkler & Starr
Pennsylvania
$110M +$6.78M +7% 6.2% 72.2% 104 3.85% 17.5
FRM
5700
Fox Run Management
Connecticut
$110M +$54.5M +98% 6.67% 64% 472 88.77% 0.2