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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
EWM
3301
Edge Wealth Management
New York
$565M +$45.4M +9% 9.68% 61.6% 89 8.99%
IF
3302
Ironwood Financial
Arizona
$564M +$98.1M +21% 6.9% 48.8% 171 9.94%
FA
3303
Financial Advisors
Massachusetts
$564M +$27.4M +5% 6.9% 71.5% 82 7.32%
ATI
3304
Act Two Investors
California
$564M +$74.3M +15% 8.24% 53% 41 14.63%
FCP
3305
Fine Capital Partners
New York
$563M -$144M -20% 12.8% 95.5% 1 0%
ECM
3306
Estuary Capital Management
Minnesota
$563M +$50.2M +10% 5.07% 19 47.37%
CCM
3307
Coerente Capital Management
Ontario, Canada
$563M +$19.2M +4% 4.6% 40% 39 0%
JC
3308
Joho Capital
New York
$563M -$147M -21% 3.4% 80.2% 11 36.36%
ISWM
3309
Independent Solutions Wealth Management
New York
$563M +$50.8M +10% 10.5% 111% 195 17.44%
FF
3310
Francis Financial
$562M +$127M +29% 5.34% 56.2% 133 30.83%
MC
3311
Martin & Co
Tennessee
$562M +$18.5M +3% 6.46% 67.8% 106 5.66%
DW30
3312
Drucker Wealth 3.0
New Jersey
$562M +$43.9M +8% 7.17% 260 16.92%
PAMS
3313
Pinpoint Asset Management (Singapore)
$561M -$11.2M -2% 14.3% 158 60.76%
TCM
3314
Tufton Capital Management
Maryland
$561M +$35.1M +7% 8.5% 86.5% 121 4.96%
IIA
3315
IPG Investment Advisors
California
$561M +$48.4M +9% 15% 106% 240 37.92%
SCM
3316
Schnieders Capital Management
California
$561M -$9.15M -2% 10.8% 103% 231 8.23%
TAM
3317
TCP Asset Management
Ohio
$561M +$56.2M +11% 7.12% 58.4% 114 19.3%
CNBTD
3318
Citizens National Bank Trust Department
Mississippi
$560M +$59M +12% 10.2% 114% 391 5.88%
CTAF
3319
Call To Action Foundation
Utah
$560M +$38.7M +7% 7.81% 1 0%
LHC
3320
Lodge Hill Capital
New York
$560M +$126M +29% 12.3% 17.9% 23 34.78%
OC
3321
Oakmont Corp
California
$559M -$11.4M -2% 1.43% 70.2% 30 0%
SCM
3322
Shah Capital Management
North Carolina
$559M +$45M +9% 25.7% 242% 15 20%
RSVP
3323
Ramsay Stattman Vela & Price
Colorado
$558M +$22.7M +4% 7.01% 64.3% 81 3.7%
DIM
3324
Delta Investment Management
California
$558M +$37.7M +7% 7.67% 65.8% 289 24.57%
AWAM
3325
Appian Way Asset Management
New York
$558M +$106M +23% 3.65% 49.4% 41 58.54%