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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
DM
3326
Delphi Management
Massachusetts
$179M -$1.51M -0.8% 6.78% 111% 90 16.67%
MWM
3327
Marietta Wealth Management
Georgia
$179M +$14.1M +9% 4.13% 83.8% 122 7.38%
GAM
3328
Garrison Asset Management
Arkansas
$178M +$6.05M +4% 4.56% 52.1% 104 6.73%
JWS
3329
Juncture Wealth Strategies
Arizona
$178M +$4M +2% 3.14% 71.5% 89 11.24%
MC
3330
MRJ Capital
New York
$178M +$8.99M +5% 5.9% 127% 55 7.27%
OPTFSNA
3331
Old Point Trust & Financial Services N A
Virginia
$178M +$5.51M +3% 3.6% 72.6% 78 6.41%
CA
3332
Corrado Advisors
New Jersey
$178M -$4.79M -3% 1.5% 64% 126 15.87%
EM
3333
ELCO Management
New York
$178M +$6.3M +4% 3.1% 93% 149 17.45%
ICRM
3334
Insight Capital Research & Management
California
$177M +$6.59M +4% 15.1% 287% 153 67.32%
OFM
3335
Omega Fund Management
Massachusetts
$177M +$16.5M +10% 24.8% 106% 12 16.67%
ECM
3336
EagleClaw Capital Management
Massachusetts
$177M +$6.22M +4% 6.22% 104% 112 8.93%
PFG
3337
Piershale Financial Group
Illinois
$177M +$21.2M +14% 3.78% 82% 34 64.71%
UAS
3338
United Asset Strategies
New York
$176M -$161M -48% 3.31% 94.6% 185 53.51%
MC
3339
Miles Capital
Iowa
$176M -$9.58M -5% 3.57% 15.4% 245 39.18%
KFP
3340
Keystone Financial Planning
Ohio
$176M +$11.2M +7% 5.19% 34.1% 48 6.25%
DPI
3341
Diversified Portfolios Inc
Michigan
$176M +$7.85M +5% 2.91% 38.2% 56 19.64%
PFSC
3342
Peoples Financial Services Corp
Pennsylvania
$176M +$5.5M +3% 4.66% 93% 354 2.26%
IC
3343
Intersect Capital
California
$176M +$9.52M +6% 3.79% 57.2% 113 7.08%
TAM
3344
Toscafund Asset Management
United Kingdom
$176M -$12.7M -7% 2.38% 80.9% 7 14.29%
PHAM
3345
Palisades Hudson Asset Management
Florida
$176M +$4.97M +3% 4.74% 66.8% 115 10.43%
RHAM
3346
Round Hill Asset Management
California
$175M +$940K +0.5% 2.39% 43.2% 62 3.23%
ECML
3347
Eagle Capital Management (Louisiana)
Louisiana
$175M +$7.33M +4% 5.73% 93.6% 46 10.87%
BRC
3348
Bell Rock Capital
Delaware
$175M +$12.6M +8% 6.21% 456 15.13%
NR
3349
Newfound Research
Massachusetts
$175M +$31.6M +22% 2.67% 54.6% 241 12.45%
SFG
3350
SevenBridge Financial Group
Pennsylvania
$175M +$10.7M +7% 4.35% 81.7% 702 14.39%