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
4026
RPg Family Wealth Advisory
Massachusetts
$304M -$11.5M -4% 120
BC
4027
Bruce & Co
Illinois
$304M +$2.48M +0.8% 40
AWM
4028
Activest Wealth Management
Florida
$304M +$96.3M +46% 713
RAM
4029
Redmond Asset Management
Virginia
$304M -$11.1M -4% 165
AIC
4030
Ayalon Insurance Company
Israel
$304M +$2.9M +1% 67
QCI
4031
Quaker Capital Investments
Pennsylvania
$304M +$41.2M +16% 18
SCP
4032
Siena Capital Partners
Illinois
$303M +$3.41M +1% 111
APC
4033
Aristotle Pacific Capital
California
$303M +$31.7M +12% 6
RAM
4034
Roanoke Asset Management
New Jersey
$303M -$1.9M -0.6% 106
IC
4035
Innealta Capital
Texas
$303M +$66.4M +28% 1,848
WP
4036
Westmount Partners
California
$303M +$25M +9% 228
ITC
4037
Inspire Trust Company
Nevada
$303M +$124M +69% 112
SA
4038
Stewardship Advisors
Pennsylvania
$303M +$10.3M +4% 67
GU
4039
Georgetown University
District of Columbia
$303M -$10.1M -3% 19
MAG
4040
Mokosak Advisory Group
Iowa
$303M -$441K -0.1% 31
EFMC
4041
Empire Financial Management Company
New York
$302M -$261K -0.1% 218
KFP
4042
Keystone Financial Planning
Ohio
$302M -$6.17M -2% 54
WCM
4043
WealthBridge Capital Management
Ohio
$302M +$5.21M +2% 202
CZI
4044
Chan Zuckerberg Initiative
California
$302M -$33M -10% 2
FWM
4045
Fairhaven Wealth Management
Illinois
$302M +$10.5M +4% 128
CCP
4046
Camelot Capital Partners
California
$302M +$88.1M +41% 3
WA
4047
WealthTrust Axiom
Pennsylvania
$302M -$8.78M -3% 267
ACM
4048
Aljian Capital Management
Nevada
$301M +$32.3M +12% 36
S
4049
Syntrinsic
Colorado
$301M +$2.9M +1% 88
JC
4050
Jentner Corp
Ohio
$301M +$16.4M +6% 54