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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
JCP
2951
JB Capital Partners
New York
$422M +$40.9M +11% 9.75% 149% 79 7.59%
SFWA
2952
Summit Financial Wealth Advisors
Louisiana
$422M +$7.37M +2% 3.3% 61.5% 135 13.33%
SI
2953
Symmetry Investments
Jersey
$421M +$49M +13% 4.81% 140% 166 77.71%
OCM
2954
OLP Capital Management
Hong Kong
$421M -$49.5M -11% 9.41% 149% 4 25%
CAM
2955
Chandler Asset Management
California
$421M +$74.3M +21% 4.08% 29.4% 24 12.5%
WAM
2956
WNY Asset Management
New York
$421M +$51M +14% 5.71% 196 9.69%
VHMC
2957
Value Holdings Management Company
New York
$421M -$22.5M -5% 2.53% 112% 44 27.27%
FNC
2958
First National Corp
Massachusetts
$420M +$15.9M +4% 4.79% 56.3% 165 7.27%
CAM
2959
Covenant Asset Management
New Jersey
$420M +$1.42M +0.3% 14.5% 158% 187 10.16%
BCM
2960
Bourgeon Capital Management
Connecticut
$420M +$12.4M +3% 3.46% 117% 384 19.01%
IIC
2961
Ironwood Investment Counsel
Arizona
$420M +$7.62M +2% 5.73% 54.7% 221 12.22%
DSC
2962
Duncker Streett & Co
Missouri
$420M +$5.69M +1% 5.19% 90.9% 512 5.66%
GCM
2963
Glynn Capital Management
California
$420M +$6.78M +2% 20.3% 126% 47 4.26%
MBT
2964
Montecito Bank & Trust
California
$419M +$6.85M +2% 5.93% 241 4.98%
IGWM
2965
ICA Group Wealth Management
Colorado
$419M -$6.58M -2% 7.02% 1,388 13.54%
EGWAG
2966
Elwood & Goetz Wealth Advisory Group
Georgia
$419M +$90.9M +28% 4.98% 40.7% 69 13.04%
ORPU
2967
Orion Resource Partners (USA)
New York
$419M +$18.9M +5% 5.4% 3 0%
EAMA
2968
EFG Asset Management (Americas)
Florida
$418M +$13.9M +3% 9.99% 112% 142 13.38%
AMBIA
2969
Allen Mooney & Barnes Investment Advisors
Georgia
$418M +$1.79M +0.4% 3.97% 70.2% 136 5.15%
SAM
2970
Synergy Asset Management
Washington
$418M +$27.4M +7% 5.52% 97.3% 132 34.09%
DFCM
2971
Dark Forest Capital Management
Puerto Rico
$418M +$11M +3% 3.19% 51.2% 1,684 66.15%
PFG
2972
PAX Financial Group
Texas
$417M +$23.5M +6% 5.71% 42.5% 230 30.87%
EWA
2973
Evolution Wealth Advisors
Florida
$417M +$19.7M +5% 7.01% 84.5% 138 27.54%
AO
2974
Advisor OS
Illinois
$417M +$40M +11% 4.02% 51.1% 251 19.52%
SVI
2975
Strategic Vision Investment
Hong Kong
$416M +$138M +50% 31.1% 95.6% 37 72.97%