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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
BHMP
2551
Bardin Hill Management Partners
New York
$253M -$137M -35% 14.2% 214% 77 80.52%
MWM
2552
Modera Wealth Management
New Jersey
$253M +$13.1M +5% 2.31% 68.2% 83 15.66%
JWM
2553
Jackson Wealth Management
Florida
$253M -$26.1M -9% 4.16% 72.1% 127 53.54%
CANC
2554
Culbertson A N & Co
Virginia
$253M +$15.9M +7% 5.5% 80.7% 83 3.61%
IFS
2555
Ifrah Financial Services
Arkansas
$253M +$4.72M +2% 2.41% 61.7% 206 13.59%
CC
2556
Callan Capital
California
$253M +$68.5M +37% 16.3% 20.1% 68 14.71%
TWM
2557
Tanglewood Wealth Management
Texas
$252M +$13.1M +5% 1.49% 59.7% 11 27.27%
RC
2558
Roundview Capital
New Jersey
$252M +$19.2M +8% 3.51% 77.7% 177 20.9%
MIS
2559
Man Investments (Switzerland)
Switzerland
$252M +$48.6M +24% 0.05% 0.23% 71 1.41%
WA
2560
WealthTrust Axiom
Pennsylvania
$252M +$11.6M +5% 7.45% 125% 236 11.02%
TCM
2561
Tang Capital Management
California
$252M -$19.2M -7% 4.29% 493% 6 16.67%
NEPWA
2562
New England Private Wealth Advisors
Massachusetts
$252M +$17.4M +7% 4.84% 51.3% 130 22.31%
CAM
2563
CG Asset Management
New York
$252M +$15M +6% 8.02% 62.7% 131 21.37%
CCM
2564
Coe Capital Management
Illinois
$252M -$18.6M -7% 4.85% 84.4% 277 52.35%
CIC
2565
Chase Investment Counsel
Virginia
$251M +$3.47M +1% 8.35% 350% 104 26.92%
MIM
2566
Manitou Investment Management
Ontario, Canada
$251M +$22.3M +10% 4.77% 57.2% 31 12.9%
SAMNY
2567
Samsung Asset Management (New York)
New York
$250M -$9.83M -4% 7.14% 37.6% 77 10.39%
KIM
2568
Kestrel Investment Management
California
$250M -$36.9M -13% 7.53% 89.2% 46 21.74%
PJSIMP
2569
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250M +$20.4M +9% 6.55% 65.9% 150 14%
SAS
2570
Spectrum Advisory Services
Georgia
$250M +$9.17M +4% 5.34% 35.6% 162 9.88%
FANJ
2571
Financial Architects (New Jersey)
New Jersey
$250M +$12.7M +5% 5.11% 31.3% 233 21.89%
CIM
2572
Cambria Investment Management
California
$249M -$10.3M -4% 3% 72% 335 61.49%
OA
2573
Outfitter Advisors
Virginia
$249M +$18.2M +8% 5.8% 35.6% 142 5.63%
CAM
2574
Columbia Asset Management
Michigan
$249M +$3.28M +1% 7.95% 84.4% 195 18.46%
TJHA
2575
Thomas J. Herzfeld Advisors
Florida
$249M +$18.8M +8% 0.77% 17.7% 373 26.01%