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
RFO
6551
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 86
TC
6552
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 213
FCT
6553
First Community Trust
Iowa
$140M +$17.6M +14% 329
FF
6554
Farrell Financial
New York
$140M -$1.71M -1% 69
KW
6555
Keyvantage Wealth
Pennsylvania
$140M 95
SCM
6556
Shorepath Capital Management
Utah
$140M +$3.31M +2% 24
CIG
6557
Cascade Investment Group
Colorado
$140M +$3.39M +2% 137
BFM
6558
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 42
HB
6559
Hauser Brothers
Germany
$140M +$9.61M +7% 10
FHC
6560
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 16
PWAM
6561
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 116
MAG
6562
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 158
PBRA
6563
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 3
AWM
6564
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 61
GC
6565
Glenorchy Capital
Australia
$140M +$6.49M +5% 66
LMAF
6566
Lepercq Multi-Asset Fund
Bermuda
$139M 14
LDNAM
6567
Lepercq De Neuflize Asset Management
New York
$139M 14
CCA
6568
Cottonwood Capital Advisors
Utah
$139M +$3.22M +2% 136
SR
6569
Syntax Research
Florida
$139M -$8.36M -6% 198
MFG
6570
Mosaic Financial Group
Illinois
$139M -$1.44M -1% 133
ARC
6571
Advisor Resource Council
Texas
$139M -$80.9M -37% 280
ES
6572
Enavate Sciences
California
$139M 5
WAM
6573
WealthTrust Asset Management
Florida
$139M +$5.07M +4% 103
TL
6574
TowerView LLC
New York
$139M -$15.7M -10% 25
ICP
6575
Indus Capital Partners
New York
$139M -$10.3M -7% 6