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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
CWM
2601
Cranbrook Wealth Management
Michigan
$347M +$26.9M +8% 6.99% 37.9% 270 6.67%
OMC
2602
Oak Management Corp
Connecticut
$347M +$88.6M +34% 38.3% 96.4% 4 0%
PAM
2603
Paradigm Asset Management
New York
$347M +$6.71M +2% 3.23% 51.6% 445 26.97%
IWA
2604
IBEX Wealth Advisors
New Jersey
$347M +$61.3M +21% 3.8% 221% 437 78.26%
DOA
2605
D'Orazio & Associates
Virginia
$347M +$9.13M +3% 4.07% 51.7% 370 12.16%
CWS
2606
Cypress Wealth Services
California
$347M +$30.7M +10% 2.9% 71.8% 274 9.85%
BIM
2607
Baldwin Investment Management
Pennsylvania
$346M +$14.4M +4% 5.05% 67.4% 171 6.43%
YCM
2608
Yaupon Capital Management
New York
$346M +$150M +76% 3.21% 106% 57 64.91%
PAMG
2609
Patton Albertson Miller Group
Tennessee
$346M +$149M +76% 3.75% 109% 245 54.29%
JCM
2610
JD Capital Management
Connecticut
$346M -$20M -5% 0.53% 47.8% 13 15.38%
PJSIMP
2611
P.J. Schmidt Investment Management (PJS)
Wisconsin
$346M +$3.98M +1% 3.12% 58.1% 137 6.57%
NFG
2612
Nadler Financial Group
Illinois
$346M +$31.8M +10% 4.58% 64.4% 87 10.34%
KLCMU
2613
Kite Lake Capital Management (UK)
United Kingdom
$346M -$3.55M -1% 10.2% 267% 13 69.23%
HAM
2614
Hyperion Asset Management
Australia
$345M +$27.3M +9% 7.1% 138% 15 13.33%
SFG
2615
StrategIQ Financial Group
Indiana
$345M +$20.3M +6% 1.9% 12.6% 195 4.62%
CAM
2616
Cozad Asset Management
Illinois
$345M +$14.1M +4% 3.21% 94% 250 6.8%
TPCM
2617
Three Peaks Capital Management
Colorado
$345M +$5.83M +2% 7.33% 84.5% 107 27.1%
AGM
2618
Alpine Global Management
New York
$344M -$1.44M -0.4% 0.35% 100% 135 80%
AAM
2619
ACK Asset Management
Connecticut
$344M -$17.4M -5% 12.2% 99.7% 41 60.98%
HEIP
2620
Hudson Edge Investment Partners
New Jersey
$344M +$12.2M +4% 2.72% 46.8% 143 10.49%
AAP
2621
Aristotle Atlantic Partners
Florida
$344M +$14.9M +5% 3.87% 124% 101 14.85%
GKWIM
2622
Gerber Kawasaki Wealth & Investment Management
California
$344M +$7.39M +2% 4.78% 76.5% 122 7.38%
VVM
2623
Versant Venture Management
California
$343M +$39.6M +13% 19.2% 376% 10 20%
MPW
2624
MA Private Wealth
California
$343M +$28M +9% 2.86% 41.6% 95 11.58%
BCM
2625
BlueMar Capital Management
Florida
$343M +$55.5M +19% 8.36% 27.4% 66 46.97%