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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
OPAM
3301
Olympus Peak Asset Management
Connecticut
$386M +$28.7M +8% 0.74% 11 54.55%
GMA
3302
Goldstein Munger & Associates
California
$386M -$11M -3% 4.78% 11.9% 37 13.51%
CBFP
3303
Cedar Brook Financial Partners
Ohio
$385M -$4.78M -1% 4.33% 47% 401 10.72%
JM
3304
Jeneq Management
New York
$385M -$112M -23% 21.9% 21.7% 91 91.21%
JSA
3305
Jacobson & Schmitt Advisors
Wisconsin
$385M -$28.2M -7% 7.32% 70.3% 67 14.93%
BWM
3306
BT Wealth Management
Georgia
$384M +$14.3M +4% 4.76% 34.8% 75 16%
IHAM
3307
Integral Health Asset Management
New York
$384M +$22.9M +6% 6.53% 485% 89 40.45%
FMTC
3308
Farmers & Merchants Trust Company
California
$384M -$26.2M -6% 0.79% 61% 188 8.51%
VCM
3309
Vivaldi Capital Management
Illinois
$384M -$47.5M -11% 3.84% 69.2% 234 18.8%
DCM
3310
DAFNA Capital Management
California
$384M -$13.9M -3% 19.2% 240% 98 15.31%
LS
3311
Leelyn Smith
Illinois
$384M +$9.79M +3% 2.5% 77.3% 416 15.14%
GEA
3312
Glen Eagle Advisors
New Jersey
$383M -$1.5M -0.4% 3.87% 63% 986 9.74%
AGA
3313
Arkos Global Advisors
Texas
$383M +$54.4M +17% 4.23% 37.2% 105 22.86%
CI
3314
Cavalier Investments
Georgia
$383M -$2.58M -0.7% 4.62% 154% 104 8.65%
VM
3315
Varde Management
Minnesota
$382M +$84.4M +28% 1.52% 108% 14 28.57%
BIC
3316
B&I Capital
Switzerland
$382M -$37.8M -9% 7.73% 15.9% 37 18.92%
PWS
3317
Paragon Wealth Strategies
Florida
$382M -$31.8M -8% 3.83% 59.8% 59 32.2%
TFF
3318
The Family Firm
Maryland
$382M -$4.99M -1% 2.61% 40.2% 185 8.65%
TC
3319
TAP Consulting
Missouri
$382M -$56.6M -13% 5.71% 3.08% 590 77.8%
LC
3320
Littlejohn & Co
Connecticut
$381M -$2.97M -0.8% 2.43% 43.7% 188 14.89%
SMI
3321
Shelter Mutual Insurance
Missouri
$381M -$4.35M -1% 0.28% 46.6% 54 5.56%
C
3322
Cliffwater
California
$381M -$3.63M -0.9% 3.36% 28.5% 25 0%
WA
3323
Win Advisors
Florida
$381M -$55.8M -13% 6.12% 114% 218 76.15%
GCA
3324
Greenwood Capital Associates
South Carolina
$381M -$326M -46% 0.43% 81.3% 240 23.75%
VAS
3325
Valicenti Advisory Services
New York
$380M -$21.8M -5% 3.09% 119% 87 8.05%