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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
3226
JB Capital Partners
New York
$453M -$79.5M -15% 4.84% 149% 77 5.19%
DIM
3227
Delta Investment Management
California
$453M +$12.9M +3% 2.74% 58.1% 237 18.57%
PGAM
3228
Princeton Global Asset Management
New Jersey
$453M +$32.8M +8% 3.03% 104% 698 16.33%
GC
3229
Gibson Capital
Pennsylvania
$453M -$4.66M -1% 1.12% 49.4% 78 12.82%
ISB
3230
Iowa State Bank
Iowa
$453M +$666K +0.1% 0.9% 76% 110 8.18%
LWM
3231
LJI Wealth Management
Indiana
$452M +$65.9M +17% 2.54% 51.8% 190 22.11%
SFG
3232
SevenBridge Financial Group
Pennsylvania
$452M +$10.8M +2% 2.77% 70.4% 213 8.45%
TCA
3233
Trifecta Capital Advisors
Illinois
$452M +$40.8M +10% 7.61% 105% 434 8.99%
CIM
3234
Contravisory Investment Management
Massachusetts
$452M +$124K +0% 3.07% 129% 392 23.72%
SCA
3235
Stieven Capital Advisors
Missouri
$451M -$29.5M -6% 0.19% 82.8% 52 25%
NCM
3236
Noesis Capital Mangement
Florida
$451M +$721K +0.2% 3.65% 86.8% 110 20%
SIC
3237
SFE Investment Counsel
California
$451M +$9.5M +2% 3.7% 78.2% 120 3.33%
SAM
3238
Strategy Asset Managers
California
$450M -$16.6M -4% 0.99% 88.1% 292 38.01%
TGAM
3239
TBH Global Asset Management
Tennessee
$450M -$50.8M -10% 3.17% 59.2% 248 15.73%
PS
3240
Presima Securities
Quebec, Canada
$450M +$19.5M +5% 2.61% 10.3% 52 0%
SDWMA
3241
Schneider Downs Wealth Management Advisors
Pennsylvania
$449M +$15.7M +4% 1.05% 43.5% 141 10.64%
CWS
3242
Cypress Wealth Services
California
$449M +$19.9M +5% 4.02% 71.8% 276 11.59%
CNBTD
3243
Citizens National Bank Trust Department
Mississippi
$449M +$18.2M +4% 3.79% 114% 353 6.52%
GF
3244
Goodman Financial
Texas
$449M +$11.2M +3% 2.53% 52.5% 76 32.89%
LC
3245
Lincoln Capital
Nebraska
$448M -$1.28M -0.3% 1.56% 63.8% 113 5.31%
SWS
3246
SYSTM Wealth Solutions
Illinois
$448M -$343M -43% 1.18% 1,013 37.91%
UI
3247
Untitled Investments
New York
$448M +$10.2M +2% 1.98% 62.6% 20 20%
DWM
3248
Dechtman Wealth Management
Colorado
$447M +$18.8M +4% 3.46% 68 17.65%
EL
3249
Essex LLC
Illinois
$447M +$12.9M +3% 1.56% 89.1% 165 12.73%
5VM
3250
5AM Venture Management
California
$447M +$467K +0.1% 10.4% 492% 30 20%