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
MAC
3601
Mason & Associates (California)
California
$340M +$27.7M +9% 88
RAM
3602
RJA Asset Management
Connecticut
$340M +$11M +3% 4
CAMV
3603
Concord Asset Management (Virginia)
Virginia
$340M +$41.8M +14% 149
WIM
3604
Warwick Investment Management
Texas
$340M +$73.1M +27% 87
MAM
3605
Morse Asset Management
Connecticut
$340M +$23.6M +7% 141
PBF
3606
Petix & Botte Financial
California
$340M +$22.6M +7% 124
TCWA
3607
Turtle Creek Wealth Advisors
Texas
$340M 857
RWMH
3608
Riverpoint Wealth Management Holdings
Illinois
$340M +$36.5M +12% 54
FIS
3609
FCPM III Services
Netherlands
$339M 6
WW
3610
Waterfront Wealth
Kansas
$339M +$33.7M +11% 254
SAM
3611
SignalPoint Asset Management
Missouri
$339M +$25.4M +8% 229
DL
3612
DOHJ LLC
Washington
$338M +$114M +51% 140
UF
3613
Univest Financial
Pennsylvania
$338M +$38.6M +13% 122
AWM
3614
Adams Wealth Management
Utah
$338M +$43.4M +15% 105
RS
3615
Retirement Solution
Washington
$338M +$35M +12% 48
FTA
3616
Financial & Tax Architects
Missouri
$338M +$16M +5% 98
IWM
3617
Integris Wealth Management
California
$338M +$32.8M +11% 94
HVCM
3618
Hel Ved Capital Management
Hong Kong
$338M +$38.2M +13% 72
JCA
3619
Juniper Capital Advisors
Texas
$338M 1
VPP
3620
Vertex Planning Partners
Illinois
$338M +$47M +16% 159
TWCM
3621
True Wind Capital Management
California
$337M +$89.3M +36% 3
APC
3622
Aspire Private Capital
North Carolina
$337M +$30.6M +10% 760
LRIA
3623
Leonard Rickey Investment Advisors
Washington
$337M +$31.8M +10% 86
HI
3624
Humankind Investments
New York
$337M +$96.7M +40% 137
PCI
3625
Pacifica Capital Investments
Texas
$337M +$26.4M +9% 20