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
2501
Royal Fund Management
Florida
$830M -$107M -11% 264
DBG
2502
De Burlo Group
Massachusetts
$830M +$70.8M +9% 84
CFP
2503
Catalyst Financial Partners
Massachusetts
$829M -$87M -9% 327
VH
2504
V3 Holding
New York
$829M +$363M +78% 1
EPAM
2505
Euro Pacific Asset Management
Puerto Rico
$829M +$209M +34% 91
PAMG
2506
Patton Albertson Miller Group
Tennessee
$828M +$68.6M +9% 225
VFM
2507
Viking Fund Management
North Dakota
$827M +$99.4M +14% 155
CB
2508
Community Bank
New York
$827M +$66.4M +9% 510
CPBTD
2509
Central Pacific Bank - Trust Division
Hawaii
$827M +$42.1M +5% 873
CWP
2510
Curated Wealth Partners
California
$827M -$26.1M -3% 172
LG
2511
LaFleur & Godfrey
Michigan
$825M +$23.9M +3% 149
MFG
2512
MidWestOne Financial Group
Iowa
$823M +$53.3M +7% 310
GA
2513
Goldstein Advisors
Wisconsin
$823M +$78.5M +11% 232
GP
2514
Greenline Partners
New York
$823M +$80.8M +11% 151
SF
2515
Symphony Financial
Texas
$822M +$58.5M +8% 291
DCM
2516
Disciplina Capital Management
Tennessee
$822M +$30.3M +4% 65
OQS
2517
Occudo Quantitative Strategies
Florida
$821M -$69.4M -8% 924
PP
2518
Pertento Partners
United Kingdom
$821M -$64.7M -7% 23
CICI
2519
Capital Investment Counsel Inc
North Carolina
$821M +$68.7M +9% 259
1WA
2520
180 Wealth Advisors
Washington
$821M +$104M +14% 471
QFA
2521
Quantum Financial Advisors
California
$820M +$81.6M +11% 208
HIGP
2522
Hill Investment Group Partners
Missouri
$820M +$52.4M +7% 55
CMHI
2523
CVC Management Holdings II
Jersey
$818M +$175M +27% 3
MWM
2524
Marietta Wealth Management
Georgia
$818M +$50.9M +7% 125
NCA
2525
Newbrook Capital Advisors
New York
$818M +$24.1M +3% 26