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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
PJSIMP
2851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$467M -$36.5M -7% 3.46% 65.9% 173 5.2%
CA
2852
Capital Advantage
California
$467M -$13M -3% 2.63% 44.4% 47 19.15%
SWM
2853
Sendero Wealth Management
Texas
$466M +$8.27M +2% 1.12% 86.3% 159 10.06%
AA
2854
Ancient Art
Texas
$466M -$6.08M -1% 0.45% 168% 20 25%
HPCM
2855
Hunter Perkins Capital Management
Illinois
$466M -$3.12M -0.7% 3.84% 58% 141 21.99%
MA
2856
Madrone Advisors
California
$465M -$108M -19% 20.5% 10.4% 8 12.5%
RAM
2857
Ramirez Asset Management
New York
$465M 0.2% 86.8% 381
BOSSRA
2858
B.O.S.S. Retirement Advisors
Utah
$465M -$5.6M -1% 3.55% 69.7% 253 13.04%
JPMIA
2859
J.P. Marvel Investment Advisors
Massachusetts
$464M -$14.7M -3% 0.87% 183% 70 1.43%
SOW
2860
State of Wyoming
Wyoming
$464M +$122M +36% 1.76% 131% 1,879 33.42%
SC
2861
Soundwatch Capital
Connecticut
$464M +$71.1M +18% 3.78% 68.6% 38 34.21%
LIM
2862
Lathrop Investment Management
Arkansas
$464M -$28M -6% 3.04% 72.2% 83 4.82%
HPA
2863
High Probability Advisors
New York
$464M -$2.1M -0.5% 3.29% 49.7% 51 7.84%
PIM
2864
Parker Investment Management
California
$463M -$157M -25% 1.5% 208% 31 16.13%
CFFP
2865
Center for Financial Planning
Michigan
$463M -$13.5M -3% 3.78% 57.5% 581 12.39%
RSVP
2866
Ramsay Stattman Vela & Price
Colorado
$462M -$29.2M -6% 3.87% 64.3% 81 4.94%
FWP
2867
Falcon Wealth Planning
California
$461M +$12.2M +3% 3.78% 52.7% 114 10.53%
EFL
2868
ERn Financial LLC
Wisconsin
$461M -$16.8M -4% 3.96% 55.9% 176 10.8%
KCPG
2869
Kavar Capital Partners Group
Kansas
$461M -$8.38M -2% 2.42% 77.2% 162 14.2%
HL
2870
HeadInvest LLC
Maine
$460M -$3.63M -0.8% 2.76% 59.1% 750 69.73%
PRS
2871
Pinkerton Retirement Specialists
Idaho
$460M -$46M -9% 3.45% 82.9% 163 32.52%
GCM
2872
Glynn Capital Management
California
$460M +$9.55M +2% 1.46% 218% 44 6.82%
SOS
2873
Silver Oak Securities
Tennessee
$460M -$162M -26% 2.97% 73.4% 512 30.66%
SDH
2874
Sloy Dahl & Holst
Washington
$460M -$87.6M -16% 5.26% 109% 83 12.05%
EH
2875
EMG Holdings
Connecticut
$459M +$30.1M +7% 2.43% 4.17% 88 50%