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
ROC
3701
Robertson Opportunity Capital
Texas
$248M +$31.7M +15% 28
AIA
3702
Affinity Investment Advisors
California
$248M +$20.1M +9% 175
JFA
3703
Johanson Financial Advisors
California
$248M +$24.4M +11% 105
PP
3704
Professional Planning
California
$248M +$116M +89% 130
GF
3705
Genworth Financial
Virginia
$247M 2
AXA
3706
Accel XI Associates
California
$247M 3
LJHT
3707
Laurie J. Hall Trustee
$247M +$23.3M +10% 357
WPIC
3708
White Pine Investment Company
Michigan
$247M +$29.6M +14% 57
SIA
3709
Sovereign Investment Advisors
Arizona
$247M -$8.67M -3% 31
RCS
3710
Retirement Capital Strategies
California
$247M +$30.2M +14% 77
PVWM
3711
Point View Wealth Management
New Jersey
$246M +$34.9M +16% 280
HCM
3712
Harvey Capital Management
Florida
$246M +$22.3M +10% 86
TSS
3713
Thomas Story & Son
Indiana
$246M +$22.5M +10% 65
MC
3714
Mathes Company
New York
$246M +$31.7M +15% 123
E
3715
EnerVest
Texas
$246M +$65.9M +37% 1
ACA
3716
Affinity Capital Advisors
California
$246M +$69.4M +39% 117
MDCM
3717
Morgan Dempsey Capital Management
Wisconsin
$246M -$14.6M -6% 153
SPIO
3718
Seven Post Investment Office
California
$246M +$5.62M +2% 50
BCM
3719
Brightlight Capital Management
Connecticut
$246M +$34.1M +16% 11
NME
3720
Notis-McConarty Edward
$246M +$18.3M +8% 98
NC
3721
NinePointTwo Capital
California
$246M 56
KFO
3722
Kopp Family Office
Minnesota
$246M +$61.4M +33% 13
SA
3723
Stewardship Advisors
Pennsylvania
$246M +$45.7M +23% 47
MWM
3724
MinichMacGregor Wealth Management
New York
$245M +$33.5M +16% 82
SGH
3725
Sivik Global Healthcare
Connecticut
$245M +$12.8M +6% 47