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
RWMH
3301
Riverpoint Wealth Management Holdings
Illinois
$207M +$27.1M +15% 68
USGIU
3302
U.S. Global Investors (USGI)
Texas
$207M +$35.4M +21% 202
BBL
3303
Beck Bode LLC
Massachusetts
$207M +$23.4M +13% 86
NME
3304
Notis-McConarty Edward
$207M +$25.5M +14% 99
LC
3305
Lincoln Capital
Nebraska
$207M +$24M +13% 74
MF
3306
Manchester Financial
California
$206M +$21.3M +11% 63
CVM
3307
Cheviot Value Management
California
$206M +$13.8M +7% 61
SMH
3308
Sanders Morris Harris
Texas
$206M +$23.5M +13% 136
EAM
3309
Exane Asset Management
France
$206M +$35.1M +21% 125
CBFP
3310
Cedar Brook Financial Partners
Ohio
$205M +$40.8M +25% 296
AIA
3311
Alera Investment Advisors
Illinois
$205M +$41.3M +25% 1,440
CM
3312
Cornerstone Management
Georgia
$205M +$39.6M +24% 42
WCM
3313
Weik Capital Management
Pennsylvania
$205M +$21.4M +12% 124
HFA
3314
Huber Financial Advisors
Illinois
$205M +$21.9M +12% 120
SM
3315
Soapstone Management
Maryland
$205M +$38.6M +23% 21
SAM
3316
Sycomore Asset Management
France
$205M -$8M -4% 38
SCM
3317
Stanley Capital Management
Texas
$204M +$29.7M +17% 34
SFSIG
3318
San Francisco Sentry Investment Group
California
$204M +$20.4M +11% 1,112
TGI
3319
TRV GP III
Massachusetts
$204M +$84.8M +71% 3
BRA
3320
Bender Robert & Associates
California
$204M +$30.9M +18% 50
TCPWM
3321
Traverso Chambers Private Wealth Management
California
$204M +$18.9M +10% 100
CCM
3322
Callodine Capital Management
Massachusetts
$204M +$64.4M +46% 43
AC
3323
AMS Capital
Brazil
$204M +$101M +99% 23
TW
3324
TrinityPoint Wealth
Connecticut
$203M +$40.7M +25% 192
CCIA
3325
Campbell & Co Investment Adviser
Maryland
$203M +$102M +101% 676