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
FRGX
5426
First Reserve GP XIII
Connecticut
$113M -$11.4M -9% 1
AWAP
5427
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$113M +$1.71M +2% 120
DWM
5428
Defined Wealth Management
Oregon
$113M +$292K +0.3% 94
RAM
5429
RK Asset Management
Michigan
$113M -$2.96M -3% 16
PIC
5430
Platt Investment Counsel
Florida
$113M -$3.66M -3% 16
PM
5431
Ponoi Management
California
$113M -$67.3M -37% 5
SAM
5432
Serengeti Asset Management
New York
$113M +$26.2M +30% 76
GWAM
5433
Guardian Wealth Advisors (Minnesota)
Minnesota
$112M -$3.09M -3% 67
UAM
5434
Unison Asset Management
Florida
$112M -$2.32M -2% 26
PAWC
5435
P.A.W. Capital
Connecticut
$112M -$4.73M -4% 69
WAM
5436
WealthTrust Asset Management
Florida
$112M -$2.83M -2% 80
ONST
5437
Old North State Trust
North Carolina
$112M -$20.2M -15% 358
CAM
5438
Campion Asset Management
Virginia
$112M -$8.31M -7% 97
WPW
5439
Warther Private Wealth
Ohio
$112M +$9.06M +9% 123
RVM
5440
Robinson Value Management
Texas
$112M -$10.7M -9% 113
UFF
5441
USA Financial Formulas
Michigan
$112M -$7.46M -6% 507
RCM
5442
Robinson Capital Management
Michigan
$112M -$72.2M -39% 252
TIA
5443
Trust Investment Advisors
Indiana
$112M -$1.17M -1% 86
VWA
5444
VERITY Wealth Advisors
United States
$112M +$1.6M +1% 61
TMC
5445
Trellus Management Company
Florida
$112M -$11.8M -10% 79
TM
5446
Titan Managers
Arizona
$112M +$15.6M +16% 28
OP
5447
Osmium Partners
California
$111M -$45.2M -29% 11
ARMT
5448
Amica Retiree Medical Trust
Rhode Island
$111M -$47.4M -30% 106
MSS
5449
Mitchell Sinkler & Starr
Pennsylvania
$111M +$660K +0.6% 105
SWMP
5450
Signature Wealth Management Partners
New Jersey
$110M +$175K +0.2% 114