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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
WAG
8001
Windsor Advisory Group
Ohio
$112M -$940K -0.8% 2.26% 48.2% 98 36.73%
RAM
8002
Robocap Asset Management
United Kingdom
$112M -$44.9M -29% 2.24% 259% 27 14.81%
DA
8003
Dougherty & Associates
Florida
$112M 1.34% 56
TC
8004
Tannin Capital
North Carolina
$112M 2.62% 135
UCM
8005
Up Capital Management
California
$112M 3.13% 24
Q1WB
8006
Quest 10 Wealth Builders
Virginia
$112M +$3.32M +3% 2.17% 910 17.8%
AA
8007
Armor Advisors
New York
$112M -$67.7M -38% 12% 78.5% 20 50%
MAM
8008
McLaughlin Asset Management
Illinois
$112M 5.24% 91
NFGH
8009
Nan Fung Group Holdings
Hong Kong
$112M +$52.1M +87% 7.82% 281% 28 17.86%
DF
8010
Dedeker Financial
Minnesota
$112M 7.31% 55
GCP
8011
Guardian Capital (Pennsylvania)
Pennsylvania
$112M 1.68% 88
AIS
8012
Advocate Investing Services
Maryland
$112M 2.17% 450
TPWM
8013
Torrey-Payne Wealth Management
California
$112M 1.76% 39
CD
8014
Capital Developers
North Carolina
$112M 1.57% 50
AC
8015
Aldebaran Capital
Indiana
$112M +$2.66M +2% 5.32% 80.4% 36 11.11%
SNPAM
8016
St. Nicholas Private Asset Management
Florida
$111M -$3.74M -3% 1.71% 38 5.26%
RF
8017
Roxbury Financial
New Jersey
$111M +$3.15M +3% 3.73% 380 5.79%
MDA
8018
Minot DeBlois Advisors
Massachusetts
$111M +$971K +0.9% 3.13% 255 15.69%
MSAGDF
8019
Moneda SA Administradora General de Fondos
Chile
$111M +$20.8M +23% 6.63% 34.5% 32 18.75%
SWTS
8020
Stonehaven Wealth & Tax Solutions
Wisconsin
$111M +$3.09M +3% 1.28% 102 37.25%
D
8021
Drystone
Virginia
$111M +$109K +0.1% 2.71% 18 5.56%
IPS
8022
Investors Portfolio Services
Washington
$111M 0.9% 406
AFC
8023
Avise Financial Cooperative
California
$111M 2.49% 94
TBNY
8024
Trustco Bank (New York)
New York
$111M -$141K -0.1% 4.57% 131% 72 5.56%
NCTC
8025
New Covenant Trust Company
Indiana
$111M +$3.44M +3% 3.08% 91 5.49%