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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
SA
3301
Sicart Associates
New York
$321M -$65.2M -17% 11.9% 89.1% 97 15.46%
TNA
3302
True North Advisors
Texas
$321M -$50.8M -14% 14.7% 86.9% 216 18.06%
JSA
3303
Jacobson & Schmitt Advisors
Wisconsin
$321M -$63.9M -17% 16.1% 70.3% 66 24.24%
ISWM
3304
Independent Solutions Wealth Management
New York
$321M -$104M -24% 12.6% 111% 253 30.43%
GFG
3305
Greystone Financial Group
Michigan
$321M -$74.9M -19% 9.76% 64.8% 98 47.96%
WI
3306
WrapManager Inc
California
$320M -$52.6M -14% 11.5% 51.7% 315 17.46%
HIP
3307
HUB Investment Partners
Texas
$320M -$105M -25% 12.4% 76.5% 200 27.5%
NAMP
3308
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$320M -$70.6M -18% 15.5% 73.1% 148 9.46%
OCM
3309
Orchard Capital Management
Illinois
$320M -$31.5M -9% 21.2% 102% 53 11.32%
JHCP
3310
Jackson Hole Capital Partners
Oklahoma
$320M -$27.3M -8% 8.34% 71.4% 256 10.16%
CPC
3311
Consolidated Planning Corp
Georgia
$320M +$176M +122% 15.4% 82.3% 120 51.67%
BCP
3312
Bayberry Capital Partners
New York
$320M +$6.63M +2% 9.02% 85.5% 18 44.44%
WCFA
3313
Walkner Condon Financial Advisors
Wisconsin
$319M -$32.2M -9% 12% 56.8% 230 13.04%
CBFP
3314
Cedar Brook Financial Partners
Ohio
$319M -$66.1M -17% 13.6% 47% 398 18.09%
SFP
3315
Sweet Financial Partners
Minnesota
$319M -$54.3M -15% 13.5% 22.4% 185 16.76%
MMG
3316
Monetary Management Group
Missouri
$319M -$58.5M -16% 13.8% 99.8% 358 7.26%
KMC
3317
Kirr Marbach & Co
Indiana
$319M -$52.6M -14% 12.4% 135% 51 11.76%
FC
3318
Fulcrum Capital
Washington
$318M -$55.3M -15% 16.5% 83.4% 84 29.76%
KA
3319
Kerrisdale Advisers
Florida
$318M -$9.47M -3% 20.8% 49.7% 79 62.03%
PT
3320
Plimoth Trust
Massachusetts
$317M -$59.4M -16% 12.8% 94% 168 4.17%
AC
3321
Asio Capital
Kentucky
$317M -$38.7M -11% 13.8% 88% 132 25%
Legacy Financial Group (Iowa)
3322
Legacy Financial Group (Iowa)
Iowa
$317M -$24.2M -7% 11% 34.4% 46 13.04%
AVA
3323
Atlas Venture Advisors
Massachusetts
$317M -$148M -32% 30.3% 29.2% 7 0%
NCM
3324
Northside Capital Management
Oregon
$317M -$59.2M -16% 14.5% 94.8% 95 10.53%
MGI
3325
MayTech Global Investments
New York
$316M -$119M -27% 23.7% 158% 76 6.58%