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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
MIP
2576
Marietta Investment Partners
Wisconsin
$257M +$1.31M +0.5% 1.82% 160% 120 13.33%
AIIMS
2577
Analyst IMS Investment Management Services
Israel
$257M -$972K -0.4% 1.28% 99.4% 113 25.66%
GJCM
2578
Grand Jean Capital Management
California
$257M -$14.6M -5% 0.73% 61.4% 43 16.28%
GPP
2579
Great Point Partners
Connecticut
$257M +$29.3M +13% 13.9% 710% 47 57.45%
CA
2580
Capital Advantage
California
$257M +$12.9M +5% 0.34% 44.4% 76 15.79%
CANC
2581
Culbertson A N & Co
Virginia
$256M +$5.28M +2% 0.11% 80.7% 88 5.68%
CFA
2582
Capstone Financial Advisors
Illinois
$256M -$3.91M -2% 0.69% 54.5% 114 30.7%
BCM
2583
Birmingham Capital Management
Alabama
$256M -$6.87M -3% 0.84% 103% 106 1.89%
BWAM
2584
Boyd Watterson Asset Management
Ohio
$256M +$6.72M +3% 0.47% 101% 178 7.3%
TAM
2585
Tealwood Asset Management
Minnesota
$256M +$11.5M +5% 1.76% 121% 87 13.79%
CPA
2586
Cowen Prime Advisors
New York
$255M +$12.5M +5% 18.8% 116% 347 29.11%
PJSIMP
2587
P.J. Schmidt Investment Management (PJS)
Wisconsin
$255M -$424K -0.2% 0.46% 65.9% 164 12.8%
WA
2588
WBH Advisory
Maryland
$254M -$102M -29% 0.21% 57.6% 214 9.35%
CFG
2589
CKW Financial Group
Hawaii
$254M +$2.67M +1% 0.83% 62.4% 363 8.26%
KA
2590
Klingman & Associates
New York
$254M +$11M +5% 2.24% 59.3% 420 12.62%
MWM
2591
Modera Wealth Management
New Jersey
$254M -$2.75M -1% 0.59% 68.2% 91 8.79%
GAG
2592
GM Advisory Group
New York
$254M +$6.48M +3% 0.33% 53.6% 42 11.9%
AIU
2593
Algebris Investments (UK)
United Kingdom
$254M +$102M +68% 0.35% 15.3% 79 51.9%
DCM
2594
Dinsmore Capital Management
New Jersey
$253M -$1.88M -0.7% 0.33% 152 8.55%
WPW
2595
Waldron Private Wealth
Pennsylvania
$253M +$7.42M +3% 0.68% 68.7% 138 15.94%
CA
2596
Claar Advisors
New York
$253M +$3.83M +2% 3.07% 65.5% 35 34.29%
GS
2597
Gagnon Securities
New York
$253M -$48.7M -16% 4.67% 129% 97 12.37%
FC
2598
FIC Capital
New York
$252M -$10.9M -4% 0.31% 49.7% 131 12.21%
ICP
2599
IBIS Capital Partners
United Kingdom
$252M +$50.1M +25% 10.1% 35.1% 20 30%
EVM
2600
Evelyn V. Moreno
$252M -$13M -5% 1.57% 39.4% 76 6.58%