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
RWM
4401
RBA Wealth Management
California
$191M +$17M +10% 92
ACM
4402
Ategra Capital Management
Virginia
$191M +$3.23M +2% 99
PWC
4403
PYA Waltman Capital
Tennessee
$190M +$20.2M +12% 209
WMRU
4404
William Marsh Rice University
Texas
$190M +$37.2M +24% 8
WMS
4405
Wealth Management Solutions
Pennsylvania
$190M +$18.7M +11% 97
SVP
4406
Strategic Value Partners
Connecticut
$190M -$3.48M -2% 6
1M
4407
13D Management
New York
$190M -$970K -0.5% 33
I
4408
InceptionR
California
$190M 362
MPA
4409
Marvin & Palmer Associates
Delaware
$190M +$27.1M +17% 32
DA
4410
Dash Acquisitions
California
$190M +$11.1M +6% 42
AC
4411
Alfreton Capital
United Kingdom
$190M +$31.7M +20% 4
KFS
4412
Kelly Financial Services
Massachusetts
$190M +$18.8M +11% 714
CFG
4413
Carr Financial Group
Massachusetts
$190M 164
TC
4414
Taika Capital
Florida
$190M +$26.5M +16% 56
T
4415
TRUADVICE
Florida
$190M +$11.7M +7% 165
NEGWA
4416
New England Guild Wealth Advisors
Connecticut
$190M +$24.3M +15% 71
VFIC
4417
Valley Forge Investment Consultants
Pennsylvania
$190M +$7.66M +4% 85
MS
4418
Madden Securities
Texas
$190M +$24.1M +15% 397
FCAM
4419
First Citizens Asset Management
North Carolina
$190M 38
PCM
4420
Pennsylvania Capital Management
Pennsylvania
$190M +$8.67M +5% 100
SWM
4421
Selective Wealth Management
Virginia
$189M -$44M -19% 794
OGC
4422
Oak Grove Capital
New Hampshire
$189M -$103M -35% 60
SAM
4423
Selway Asset Management
$189M +$17.8M +10% 160
DA
4424
Drake & Associates
Wisconsin
$189M +$13.5M +8% 74
IP
4425
Investment Partners
Ohio
$189M -$147M -44% 261