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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)
RWC Asset Advisors
2251
RWC Asset Advisors
Florida
$762M -$242M -24% 10.4% 267% 16 31.25% 1.4
KAS
2252
Kemnay Advisory Services
New York
$762M -$82.7M -10% 0.67% 167% 119 50.42% 2.6
Mirabella Financial Services
2253
Mirabella Financial Services
United Kingdom
$762M +$203M +36% 1.72% 86.2% 583 80.62% 0.1
Naples Global Advisors
2254
Naples Global Advisors
Florida
$761M +$42.2M +6% 0.77% 103% 391 5.37% 4
ACG Wealth
2255
ACG Wealth
Georgia
$761M -$27.3M -3% 0.09% 45.5% 336 11.9% 3.7
Verdence Capital Advisors
2256
Verdence Capital Advisors
Maryland
$761M +$39.5M +5% 0.21% 104% 531 17.33% 1.8
Proficio Capital Partners
2257
Proficio Capital Partners
Massachusetts
$760M -$59.9M -7% 0.82% 97% 333 20.42% 1.6
Twele Capital Management
2258
Twele Capital Management
Minnesota
$760M +$115M +18% 1.28% 37.1% 41 0% 6.8
Hengehold Capital Management
2259
Hengehold Capital Management
Ohio
$759M -$1.65M -0.2% 0.7% 54.5% 164 7.32% 3.4
Asset Dedication LLC
2260
Asset Dedication LLC
California
$759M +$87.5M +13% 1.01% 67.8% 1,039 18% 2.3
Baker Tilly Wealth Management
2261
Baker Tilly Wealth Management
Wisconsin
$757M +$137M +22% 2.63% 96.9% 527 11.76% 0.6
Freemont Management
2262
Freemont Management
Switzerland
$757M +$59.7M +9% 0.32% 113% 119 40.34% 0.4
CCMD
2263
Cypress Capital Management (Delaware)
Delaware
$757M -$1.35M -0.2% 0.21% 25.6% 175 1.71% 3.7
Fragasso Financial Advisors
2264
Fragasso Financial Advisors
Pennsylvania
$756M +$9.28M +1% 0.14% 73.7% 161 9.32% 3
First Mercantile Trust
2265
First Mercantile Trust
Tennessee
$755M -$91.6M -11% 0.4% 51.2% 899 11.79% 2.8
Intrust Bank
2266
Intrust Bank
Kansas
$755M +$14.2M +2% 1.05% 102% 395 8.61% 4.1
Madrona Venture Group
2267
Madrona Venture Group
Washington
$752M +$135M +22% 16.9% 233% 4 25% 0.3
Citizens Business Bank
2268
Citizens Business Bank
California
$752M -$8.81M -1% 0.05% 108% 248 6.85% 4.7
Algert Global
2269
Algert Global
California
$751M +$454M +153% 0.68% 194% 1,112 71.76% 0.2
VCM
2270
V3 Capital Management
Texas
$751M +$160M +27% 3.26% 20.5% 20 60% 0.7
Athanor Capital
2271
Athanor Capital
New York
$751M -$2.04B -73% 1.25% 171% 453 44.59% 0.4
Spearhead Capital Advisors
2272
Spearhead Capital Advisors
Florida
$750M +$15.2M +2% 1.05% 25.2% 203 15.27% 1.6
Focus Financial Network
2273
Focus Financial Network
Minnesota
$749M -$2.52M -0.3% 1.04% 106% 416 7.21% 1.4
Needham Investment Management
2274
Needham Investment Management
New York
$749M +$65.3M +10% 0.47% 424% 128 10.16% 3.6
XML Financial
2275
XML Financial
Maryland
$749M +$295M +65% 1.18% 77.9% 320 30.31% 1