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
WIP
2801
Wellesley Investment Partners
Massachusetts
$238M +$11.4M +5% 123
UBWV
2802
United Bank (West Virginia)
West Virginia
$238M +$8.21M +4% 109
UF
2803
Univest Financial
Pennsylvania
$238M +$9.08M +4% 96
MWP
2804
Moller Wealth Partners
$238M +$8.93M +4% 49
PFO
2805
Pathstone Family Office
New Jersey
$237M +$55.7M +31% 728
GFA
2806
Gallagher Fiduciary Advisors
Illinois
$237M -$46.2M -16% 6
ACP
2807
Atalan Capital Partners
New York
$237M -$20.3M -8% 16
ECPI
2808
Energy Capital Partners III
New Jersey
$237M +$43.4M +22% 1
MIM
2809
Monashee Investment Management
Massachusetts
$237M -$12.4M -5% 150
GC
2810
Gratia Capital
California
$236M +$25.5M +12% 50
SIG
2811
Sky Investment Group
Connecticut
$236M +$9.71M +4% 92
FEG
2812
Financial Enhancement Group
Indiana
$236M +$17.3M +8% 72
RP
2813
Rowlandmiller & Partners
Georgia
$236M +$9.34M +4% 131
RFM
2814
Royal Fund Management
Florida
$236M +$28.6M +14% 540
SC
2815
Stratford Consulting
Texas
$236M -$14.7M -6% 54
SFG
2816
StrategIQ Financial Group
Indiana
$236M +$14.9M +7% 152
CL
2817
Chubb Ltd
Switzerland
$235M +$3.78M +2% 21
SCP
2818
Seafarer Capital Partners
California
$235M -$29M -11% 3
LCM
2819
Legato Capital Management
California
$234M +$151M +181% 194
AFP
2820
Ausdal Financial Partners
Iowa
$234M +$12M +5% 338
ACM
2821
Archer Capital Management
New York
$234M -$41M -15% 25
AA
2822
AlphaMark Advisors
Kentucky
$234M +$18.4M +9% 580
RC
2823
Rinet Company
Massachusetts
$234M +$13.8M +6% 20
VHMC
2824
Value Holdings Management Company
New York
$234M -$5.38M -2% 39
PWAP
2825
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$234M +$10.6M +5% 129