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
GF
3351
Gates Foundation
Washington
$342M -$309M -48% 10
IF
3352
Ironwood Financial
Arizona
$342M +$8.49M +3% 619
AAM
3353
ACK Asset Management
Connecticut
$342M +$69.8M +26% 29
WFA
3354
West Financial Advisors
Iowa
$341M +$14.3M +4% 154
RPA
3355
Rock Point Advisors
Vermont
$341M -$5.73M -2% 102
KMC
3356
Kirr Marbach & Co
Indiana
$341M -$10.4M -3% 62
CAM
3357
Capco Asset Management
Florida
$341M -$36K -0% 28
OWA
3358
One Wealth Advisors
California
$341M +$25.2M +8% 239
GG
3359
GenWealth Group
New Jersey
$341M +$1.77M +0.5% 66
CCM
3360
Compton Capital Management
Rhode Island
$341M +$959K +0.3% 165
IIC
3361
Integrated Investment Consultants
Michigan
$341M -$655K -0.2% 299
ACG
3362
Aventail Capital Group
New York
$341M +$79.9M +31% 71
RWB
3363
RMR Wealth Builders
New Jersey
$341M +$35.5M +12% 194
SWP
3364
Strategic Wealth Partners
Ohio
$341M +$34M +11% 292
PG
3365
Patten Group
Tennessee
$340M -$176K -0.1% 264
SWM
3366
Southern Wealth Management
Texas
$340M -$6.6M -2% 55
DFG
3367
Delphi Financial Group
Delaware
$340M -$24.8M -7% 33
PA
3368
Perennial Advisors
New York
$340M -$4.92M -1% 299
PFBT
3369
Parkside Financial Bank & Trust
Missouri
$339M -$6.26M -2% 1,910
LCM
3370
Liberty Capital Management
Michigan
$339M +$10.5M +3% 126
UTC
3371
Unified Trust Company
Kentucky
$339M +$1.86M +0.6% 85
KC
3372
Kize Capital
New York
$339M -$56M -14% 8
FCA
3373
FLC Capital Advisors
California
$339M -$654K -0.2% 176
RRCP
3374
Rip Road Capital Partners
Massachusetts
$339M -$30.6M -8% 18
AIA
3375
Alera Investment Advisors
Illinois
$339M +$6.21M +2% 96