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
RFWA
3601
RPg Family Wealth Advisory
Massachusetts
$457M +$80.6M +21% 123
ACM
3602
Aisling Capital Management
New York
$456M +$96.8M +27% 15
SCV
3603
Sands Capital Ventures
Virginia
$456M -$51.4M -10% 20
SVCM
3604
Saturn V Capital Management
Texas
$456M +$209M +85% 26
CTWM
3605
Cherry Tree Wealth Management
Minnesota
$456M +$25.3M +6% 613
SIM
3606
Symetra Investment Management
Connecticut
$455M +$73.3M +19% 6
RWMH
3607
Riverpoint Wealth Management Holdings
Illinois
$455M +$29.9M +7% 59
PRCP
3608
Pacific Ridge Capital Partners
Oregon
$455M +$36.7M +9% 140
APC
3609
Aspire Private Capital
North Carolina
$455M +$24.7M +6% 189
KV
3610
Kickstand Ventures
New York
$454M +$26.6M +6% 127
KJWM
3611
Kiley Juergens Wealth Management
Washington
$454M +$21M +5% 81
PWP
3612
Precedent Wealth Partners
Texas
$454M +$45.9M +11% 179
CWA
3613
Clarity Wealth Advisors
California
$454M +$48.5M +12% 102
MWM
3614
Mascoma Wealth Management
New Hampshire
$454M +$23M +5% 488
NFW
3615
Noble Family Wealth
Florida
$453M +$44.2M +11% 86
BRM
3616
Boston Research & Management
Massachusetts
$453M +$35M +8% 121
MFS
3617
Madrona Financial Services
Washington
$453M +$36.2M +9% 125
FTA
3618
Financial & Tax Architects
Missouri
$453M +$41.5M +10% 122
ACA
3619
Apis Capital Advisors
New York
$453M +$171M +61% 66
CRWM
3620
Castle Rock Wealth Management
California
$452M +$24.5M +6% 261
RGC
3621
Rubicon Global Capital
United Kingdom
$452M -$179M -28% 10
TCMV
3622
Technology Crossover Management VIII
California
$452M -$7.42M -2% 5
AA
3623
Ashford Advisors
New York
$452M +$20.6M +5% 21
LF
3624
Lantz Financial
Illinois
$452M +$50.7M +13% 251
VCM
3625
Verde Capital Management
Michigan
$451M +$46.1M +11% 73