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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
RFM
2326
Royal Fund Management
Florida
$550M -$51.5M -9% 5.55% 92.4% 233 24.03%
ACA
2327
Atlas Capital Advisors
Wyoming
$549M -$40.8M -7% 5.76% 1,056 21.31%
PP
2328
PDS Planning
Ohio
$549M -$3.19M -0.6% 6.21% 48.6% 230 18.26%
OAM
2329
Ophir Asset Management
Australia
$549M +$62.2M +13% 12.3% 167% 40 55%
FFL
2330
Flat Footed LLC
Wyoming
$549M +$239M +77% 15.1% 195% 44 54.55%
VIA
2331
Vantagepoint Investment Advisers
District of Columbia
$549M -$49.4M -8% 5.44% 17% 11 27.27%
FM
2332
Freemont Management
Switzerland
$548M -$30.6M -5% 1.12% 152% 144 15.97%
ANRF
2333
Adams Natural Resources Fund
Maryland
$548M +$2.33M +0.4% 1.08% 43% 57 7.02%
CIP
2334
CAS Investment Partners
Connecticut
$548M -$112M -17% 12.4% 813% 5 0%
SGK
2335
Steigerwald Gordon & Koch
Virginia
$546M -$27.9M -5% 5.18% 59.5% 110 7.27%
AHB
2336
Abner Herrman & Brock
New Jersey
$546M -$33.7M -6% 3.4% 139% 101 14.85%
MDSL
2337
M.D. Sass LLC
New York
$545M +$16.2M +3% 5.02% 54.6% 35 28.57%
TIA
2338
Traphagen Investment Advisors
New Jersey
$545M -$4.03M -0.7% 3.88% 56.3% 141 9.22%
MC
2339
MIG Capital
California
$545M -$62.7M -10% 3.17% 118% 23 30.43%
AACP
2340
Advantage Alpha Capital Partners
California
$544M -$35.3M -6% 0.21% 79.2% 120 30%
WCF
2341
West Coast Financial
California
$543M -$20M -4% 5.26% 22.2% 133 13.53%
RFA
2342
RTD Financial Advisors
Pennsylvania
$543M -$109M -17% 6.38% 46.4% 109 16.51%
AWA
2343
Aaron Wealth Advisors
Illinois
$542M +$144M +36% 6.27% 96.4% 245 31.84%
TA
2344
Tectonic Advisors
Texas
$542M -$5.47M -1% 6.39% 43.4% 220 7.27%
RA
2345
RR Advisors
Texas
$541M +$28.3M +6% 7.06% 113% 20 0%
PWPS
2346
Pinnacle Wealth Planning Services
Ohio
$541M -$15.6M -3% 2.88% 64.8% 460 19.57%
UA
2347
Unison Advisors
District of Columbia
$540M +$152M +39% 6.83% 54.6% 195 13.85%
SCM
2348
Sirios Capital Management
Massachusetts
$540M -$14M -3% 2.83% 156% 64 25%
CIPU
2349
Caledonia Investments plc (UK)
United Kingdom
$540M -$51.4M -9% 9.19% 48.7% 13 0%
CCMD
2350
Cypress Capital Management (Delaware)
Delaware
$539M -$133M -20% 5.59% 25.6% 210 15.71%