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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)
RiverGlades Family Offices
5801
RiverGlades Family Offices
Florida
$108M -$24.7M -19% 12.4% – 86 15.12% 2.6
Meros Investment Management
5802
Meros Investment Management
Texas
$108M -$18.5M -15% 13% 102% 38 15.79% 0.5
325 Capital
5803
325 Capital
New York
$108M -$24M -18% 15.7% 226% 10 10% 0.4
EIM
5804
Ervin Investment Management
Washington
$108M -$22.9M -18% 18.1% 92.9% 34 2.94% 0.5
Ridgemont Partners Management
5805
Ridgemont Partners Management
North Carolina
$108M -$215M -67% 12.8% 45.6% 1 0% 0.5
Weaver C. Barksdale & Associates
5806
Weaver C. Barksdale & Associates
Tennessee
$107M -$4.89M -4% 10.1% 52.2% 66 12.12% 4.2
Beacon Financial Strategies
5807
Beacon Financial Strategies
North Carolina
$107M -$9.01M -8% 11.9% 54.2% 35 14.29% 0.9
Leverty Financial Group
5808
Leverty Financial Group
Wisconsin
$107M -$19.5M -15% 15.4% 57.3% 25 12% 0.5
Tree Line Advisors
5809
Tree Line Advisors
Hong Kong
$107M -$61.8M -37% 34.7% 670% 6 0% 1.4
Broadview Financial Management
5810
Broadview Financial Management
Wisconsin
$107M -$27.7M -21% 15.2% 52.4% 49 20.41% 3.8
Fort Henry Capital
5811
Fort Henry Capital
West Virginia
$107M -$8.73M -8% 10.5% 39.3% 15 0% 1.2
Schubert & Co
5812
Schubert & Co
Texas
$107M +$15.9M +17% 13.9% 47.3% 1,677 18.01% 0.4
CarsonAllaria Wealth Management
5813
CarsonAllaria Wealth Management
Illinois
$107M -$4.68M -4% 11.7% 51.7% 351 8.55% 0.5
Carmel Capital Partners
5814
Carmel Capital Partners
California
$107M -$12.7M -11% 15.1% 65.1% 134 25.37% 0.4
Planned Solutions
5815
Planned Solutions
California
$107M -$36.3M -25% 12.8% 68.3% 72 13.89% 1.5
Gitterman Wealth Management
5816
Gitterman Wealth Management
New Jersey
$107M -$17.3M -14% 6.73% 33% 112 48.21% 0.8
Shore Point Advisors
5817
Shore Point Advisors
New Jersey
$107M -$8.24M -7% 13.1% 54.6% 44 34.09% 0.4
WAM
5818
Werlinich Asset Management
Connecticut
$107M -$24.3M -19% 14.4% 232% 59 11.86% 1.1
Keene & Associates
5819
Keene & Associates
Texas
$107M -$15.7M -13% 9.52% 20.3% 83 6.02% 0.5
Montis Financial
5820
Montis Financial
Massachusetts
$107M -$21.2M -17% 16.2% 46% 66 7.58% 1.4
Millrace Asset Group
5821
Millrace Asset Group
Pennsylvania
$107M -$30.8M -22% 13.4% 113% 81 40.74% 1.2
GoalFusion Wealth Management
5822
GoalFusion Wealth Management
Texas
$107M -$9.37M -8% 10.5% 47.6% 22 22.73% 0.4
VCM
5823
Viewpoint Capital Management
Washington
$107M -$23.1M -18% 16.9% 120% 121 7.44% 0.5
Greylock 15
5824
Greylock 15
California
$107M -$167M -61% 51.5% 17.8% 4 0% 0.8
4Thought Financial Group
5825
4Thought Financial Group
New York
$107M -$6.17M -5% 11% 37.6% 105 10.48% 1.1