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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
JTWM
2626
Jackson Thornton Wealth Management
Alabama
$653M +$63.5M +11% 1.27% 51.2% 58 12.07%
DG
2627
Discerene Group
Connecticut
$652M -$37.5M -5% 4.24% 70.3% 11 0%
WP
2628
Waycross Partners
Kentucky
$652M +$70.4M +12% 3.6% 78.9% 77 18.18%
DOA
2629
D'Orazio & Associates
Virginia
$652M +$31.3M +5% 2.17% 61.2% 226 12.83%
PCS
2630
Personal CFO Solutions
New Jersey
$651M +$9.94M +2% 1.9% 74.8% 604 22.52%
PRS
2631
Pinkerton Retirement Specialists
Idaho
$651M +$28.6M +5% 2.54% 74.5% 153 34.64%
RCM
2632
Redwood Capital Management
New York
$650M -$59.1M -8% 6.03% 236% 21 23.81%
9WM
2633
9258 Wealth Management
Ohio
$650M +$7.69M +1% 5.14% 49.6% 356 6.46%
ECM
2634
Estabrook Capital Management
New York
$650M +$2.4M +0.4% 2.97% 76.2% 363 4.96%
CTC
2635
Chai Trust Company
Illinois
$649M -$273M -30% 0.83% 20.2% 13 23.08%
M
2636
Murchinson
Ontario, Canada
$649M -$536M -45% 7.13% 84.8% 117 66.67%
AWCI
2637
Alpine Woods Capital Investors
New York
$648M +$145M +29% 4.17% 91.1% 188 17.55%
CNB
2638
Camden National Bank
Maine
$648M +$81.4M +14% 1.2% 48.8% 133 8.27%
TIM
2639
Thompson Investment Management
Wisconsin
$648M -$13.8M -2% 0.16% 83.5% 535 8.22%
PDM
2640
Penn Davis McFarland
Texas
$647M +$2.52M +0.4% 4.64% 86.8% 47 4.26%
LTAS
2641
Linden Thomas Advisory Services
North Carolina
$647M +$24.7M +4% 1.46% 136% 486 15.02%
JC
2642
JBF Capital
Colorado
$647M +$34.8M +6% 3.23% 92.9% 94 30.85%
NO
2643
Ninety One
South Africa
$645M -$49.2M -7% 7.05% 193% 80 20%
CIG
2644
Consolidated Investment Group
Colorado
$645M +$26.8M +4% 5.02% 140% 65 6.15%
ROC
2645
Running Oak Capital
Minnesota
$645M +$21.3M +3% 1.8% 36.5% 57 0%
AWA
2646
Alaska Wealth Advisors
Alaska
$645M -$17.1M -3% 0.23% 30.7% 129 18.6%
SCM
2647
Sahana Capital Management
Connecticut
$645M -$1.51M -0.2% 0.3% 0.48% 10 20%
OHIS
2648
Oak Harvest Investment Services
Texas
$644M +$31.9M +5% 3.43% 112% 133 18.8%
TAMH
2649
Taikang Asset Management (HK)
Hong Kong
$644M +$169M +36% 9.45% 120% 105 26.67%
MB
2650
MPM BioImpact
Massachusetts
$644M +$21.5M +3% 3.74% 441% 47 25.53%