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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)
RWMG
6551
Redwood Wealth Management Group
New Jersey
$80.1M – – 8.68% 74.1% 146 – 0
CG
6552
Clifford Group
Massachusetts
$80.1M – – 7.52% 67.9% 74 – 0
NF
6553
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 9.08% 92.8% 51 7.84% 0.7
OCA
6554
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 25.3% – 1 0% 1
DJYG
6555
David J. Yvars Group
Florida
$79.8M -$10.2M -11% 9.27% 143% 71 14.08% 1.6
FW
6556
Fidato Wealth
Ohio
$79.7M +$6.52M +9% 6.66% 61.1% 7 28.57% 0.7
MCAV
6557
Meritech Capital Associates VI
California
$79.7M -$17.4M -18% 16.6% – 6 0% 1
PAM
6558
Premier Asset Management
Illinois
$79.6M -$16.9M -17% 10.2% 104% 121 23.14% 2
ACM
6559
Ativo Capital Management
Illinois
$79.5M +$15.8M +25% 11.1% 63.8% 62 24.19% 2
DIM
6560
DC Investments Management
Virginia
$79M +$35.3M +81% 3.41% 56.3% 65 64.62% 0.4
TMC
6561
Trellus Management Company
Florida
$79M -$3.38M -4% 1.32% 268% 73 49.32% 1.5
LGG
6562
Luts & Greenleigh Group
Maryland
$78.9M – – 14.1% – 60 – 0
WAM
6563
Watershed Asset Management
California
$78.9M +$2.26M +3% 11.2% – 159 52.2% 0.4
OIM
6564
Orca Investment Management
Oregon
$78.9M +$2.22M +3% 7.87% 122% 57 0% 5.6
CWM
6565
ClientFirst Wealth Management
Arkansas
$78.8M -$1.84M -2% 14.2% – 26 3.85% 0.9
GAM
6566
Gritstone Asset Management
Maryland
$78.6M – – 3.63% – 213 – 0
EPL
6567
EDBI Pte Ltd
Singapore
$78.5M -$16.5M -17% 9.4% 6.21% 26 26.92% 0.9
MAG
6568
Mayfair Advisory Group
Alabama
$78.5M +$7.76M +11% 8.43% 64.6% 125 20% 1.5
MFG
6569
Mendota Financial Group
Wisconsin
$78.5M – – 12.6% 50.1% 312 – 0
ACM
6570
Arthedge Capital Management
New York
$78.5M -$19.6M -20% 17.5% 80.7% 13 7.69% 1.5
AP
6571
AtonRa Partners
Switzerland
$78.5M -$23.3M -23% 14.9% 48.3% 116 4.31% 1.4
WPA
6572
Winning Points Advisors
Florida
$78.5M -$3.36M -4% 6.51% – 53 26.42% 3.8
MFA
6573
Morling Financial Advisors
California
$78.4M +$4.98M +7% 3.82% 91.2% 79 16.46% 0.8
S
6574
swisspartners
Liechtenstein
$78.4M -$18.2M -19% 20.4% – 85 20% 1.5
LC
6575
Longitude (Cayman)
Cayman Islands
$78.2M +$15.4M +25% 9.41% – 79 39.24% 0.8