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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)
RCM
6726
RMR Capital Management
California
$122M +$12.3M +11% 8.25% 57% 73 6.85% 0.6
Nicholson Wealth Management Group
6727
Nicholson Wealth Management Group
South Carolina
$122M – – 14.3% – 97 – 0
EDMP Inc
6728
EDMP Inc
Florida
$122M +$11.3M +10% 10.6% 78% 84 13.1% 3.8
Shotwell Rutter Baer
6729
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 5.8% 45.5% 34 2.94% 0.5
Sunpointe
6730
Sunpointe
Missouri
$122M -$32.1M -21% 5.72% 122% 192 26.04% 0.6
HC Advisors
6731
HC Advisors
Georgia
$122M +$13.2M +12% 6.74% 63.5% 53 5.66% 2.9
Parkwoods Wealth Partners
6732
Parkwoods Wealth Partners
New York
$122M – – 6.68% – 31 – 0
Cultivar Capital
6733
Cultivar Capital
Texas
$122M +$2.17M +2% 8.59% 38.3% 196 86.22% 0.7
1858 Wealth Management
6734
1858 Wealth Management
Ohio
$122M +$1.03M +0.9% 7.71% – 135 22.96% 0.6
Arlington Capital Management
6735
Arlington Capital Management
Illinois
$122M +$6.37M +6% 5.06% 154% 103 28.16% 0.7
Innova Wealth Partners
6736
Innova Wealth Partners
Pennsylvania
$122M -$18.3M -13% 5.06% 72.5% 149 87.92% 0.3
Coastwise Capital Group
6737
Coastwise Capital Group
California
$121M +$16.5M +16% 6.62% 88.8% 130 14.62% 1.7
Processus Wealth & Capital Management
6738
Processus Wealth & Capital Management
Tennessee
$121M +$712K +0.6% 1.12% 160% 34 2.94% 0.7
NDWM LLC
6739
NDWM LLC
California
$121M +$8.48M +8% 4.54% – 35 14.29% 0.7
OF
6740
Outfitter Financial
Maine
$121M +$1.09M +0.9% 5.28% 97.6% 78 2.56% 3
ACAS LLC
6741
ACAS LLC
California
$121M +$6.3M +5% 7.09% – 89 5.62% 2.3
Financial Network Wealth Advisors
6742
Financial Network Wealth Advisors
Utah
$121M -$12.6M -9% 5.99% – 1,033 29.91% 0.3
McAlister Sweet & Associates
6743
McAlister Sweet & Associates
Texas
$121M -$18.1M -13% 4.07% 83.6% 34 17.65% 2
Moneda SA Administradora General de Fondos
6744
Moneda SA Administradora General de Fondos
Chile
$121M -$21.3M -15% 8.45% 34.5% 27 11.11% 3.1
Richwood Investment Advisors
6745
Richwood Investment Advisors
Ohio
$121M +$6.8M +6% 8.02% 66% 102 1.96% 2.6
Bain Capital Venture Investors
6746
Bain Capital Venture Investors
Massachusetts
$121M -$88.8M -42% 5.53% 34.2% 4 25% 1.9
JCP Investment Management
6747
JCP Investment Management
Texas
$121M +$31.1M +35% 5.86% 94.7% 19 52.63% 1
Amica Retiree Medical Trust
6748
Amica Retiree Medical Trust
Rhode Island
$121M – – 6.49% – 134 – 3.8
Capstone Capital
6749
Capstone Capital
Nevada
$121M +$8.63M +8% 5.68% 62.8% 25 16% 0.6
Mustard Seed Financial
6750
Mustard Seed Financial
Arkansas
$120M +$16M +15% 5.72% – 84 7.14% 0.7