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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)
NA
6476
NVP Associates
California
$86.9M -$15.5M -15% 8.11% 953% 8 0% 0.3
RFG
6477
RFP Financial Group
Georgia
$86.8M -$136M -61% 5.07% 53.2% 961 27.58% 0.2
CIA
6478
Caerus Investment Advisors
Texas
$86.8M +$20.7M +31% 12% 85% 54 31.48% 0.8
FC
6479
Farley Capital
New York
$86.7M +$11.8M +16% 17% 105% 13 7.69% 5.1
SPWM
6480
Schrum Private Wealth Management
Florida
$86.6M +$2.19M +3% 5.23% 60.9% 109 4.59% 1.2
KIA
6481
Kraematon Investment Advisors
Massachusetts
$86.5M -$5.56M -6% 5.91% 80.5% 271 70.85% 1
AC
6482
Avant Capital
Louisiana
$86.5M +$5.03M +6% 3.41% – 57 3.51% 1.1
BWA
6483
Blodgett Wealth Advisors
California
$86.5M +$4.23M +5% 13.6% 124% 67 11.94% 1
EWS
6484
Evergreen Wealth Solutions
Pennsylvania
$86.4M +$10.7M +14% 7.71% 70.9% 108 18.52% 0.9
RVM
6485
RiverVest Venture Management
Missouri
$86.4M +$704K +0.8% 33% 16.5% 6 0% 2
FAFN
6486
First Affirmative Financial Network
Colorado
$86.4M +$3.84M +5% 7.34% – 176 19.32% 1.1
BAM
6487
Banta Asset Management
California
$86.1M +$11.7M +16% 12.1% – 15 0% 2.9
RPM
6488
Ridgemont Partners Management
North Carolina
$86.1M -$14.6M -15% 14.5% 45.6% 1 0% 1.3
JAMONY
6489
Jacob Asset Management of New York
California
$85.8M +$3.61M +4% 13.9% 22.7% 70 12.86% 2
OR
6490
Olympiad Research
Connecticut
$85.7M – – 23.1% 189% 204 – 0.3
MAG
6491
Millrace Asset Group
Pennsylvania
$85.7M -$2.44M -3% 7.85% 113% 64 40.63% 1
IAP
6492
Indie Asset Partners
Indiana
$85.6M -$5.64M -6% 0.97% 119% 93 17.2% 2.2
OIM
6493
Oder Investment Management
California
$85.5M +$5.02M +6% 10.5% 97.5% 100 22% 1.6
CCMW
6494
Cypress Capital Management (Wyoming)
Wyoming
$85.5M +$5.16M +6% 5.65% 161% 175 12% 3.6
HAS
6495
Holland Advisory Services
Florida
$85.4M +$1.48M +2% 4.74% 57.1% 31 3.23% 1.1
GG
6496
Golden Green
South Carolina
$85.2M -$11.7M -12% 4.88% 92.4% 108 68.52% 0.7
UIA
6497
Ulland Investment Advisors
Minnesota
$85.1M +$1.41M +2% 12.5% 161% 224 6.7% 1.2
CI
6498
Centerstone Investors
New York
$85.1M +$16.8M +25% 9.72% 73.7% 28 21.43% 3
TMC
6499
Trellus Management Company
Florida
$85M +$6.02M +8% 18.6% 268% 68 44.12% 1.7
SM
6500
Selkirk Management
New Jersey
$84.8M +$11.1M +15% 25% 245% 15 33.33% 5