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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 Avg Holding
Period (Yrs)
Boston Standard Wealth Management
3351
Boston Standard Wealth Management
Massachusetts
$348M +$11.4M +3% 5.01% 47.1% 40 0% 4.5
Jacobson & Schmitt Advisors
3352
Jacobson & Schmitt Advisors
Wisconsin
$348M +$35.5M +11% 10.4% 70.3% 66 21.21% 2.8
Tamar Securities
3353
Tamar Securities
California
$348M +$33M +10% 12.8% 101% 69 13.04% 1.6
JWCA
3354
J.W. Coons Advisors
Ohio
$348M +$13.4M +4% 4.57% 61.2% 241 8.71% 2.2
JT Stratford LLC
3355
JT Stratford LLC
Georgia
$348M +$35.1M +11% 6.79% 103% 249 27.31% 2.2
Incline Global Management
3356
Incline Global Management
New York
$348M +$77M +28% 8.91% 40.1% 25 16% 1.9
WCMN
3357
Westchester Capital Management (Nebraska)
Nebraska
$348M +$7.93M +2% 5.86% 121% 48 6.25% 6.3
Martin Investment Management
3358
Martin Investment Management
Florida
$348M +$28.9M +9% 6.24% 44% 51 9.8% 4.6
Princeton Global Asset Management
3359
Princeton Global Asset Management
New Jersey
$347M +$38.6M +12% 5.11% 110% 626 13.58% 2.6
McRae Capital Management
3360
McRae Capital Management
New Jersey
$347M +$5.46M +2% 6.58% 78.2% 102 4.9% 5.6
Schoolcraft Capital
3361
Schoolcraft Capital
Colorado
$347M +$22.4M +7% 5.48% 58.7% 62 3.23% 2.7
Northwest Quadrant Wealth Management
3362
Northwest Quadrant Wealth Management
Oregon
$347M +$19.1M +6% 3.4% 45.6% 58 6.9% 4.6
Repertoire Partners
3363
Repertoire Partners
New York
$347M -$642M -65% 1.68% 37.5% 59 64.41% 0.6
Sycale Advisors
3364
Sycale Advisors
New York
$347M +$65.8M +23% 5.99% 31.5% 24 29.17% 1.2
Harbor Capital Advisors
3365
Harbor Capital Advisors
Illinois
$347M +$244M +236% 14.4% 128% 276 53.26% 0.5
WM
3366
Wishbone Management
Illinois
$347M +$23.5M +7% 1.82% 58.7% 11 36.36% 0.8
VCM
3367
V3 Capital Management
Texas
$347M +$13.6M +4% 4.48% 20.5% 13 46.15% 1
Peninsula Wealth
3368
Peninsula Wealth
California
$346M +$28.7M +9% 9.88% 30% 75 4% 1.9
CMH Wealth Management
3369
CMH Wealth Management
New Hampshire
$346M +$34.7M +11% 12.6% 88% 50 10% 3.4
Fruth Investment Management
3370
Fruth Investment Management
Texas
$346M +$4.58M +1% 3.17% 79.4% 228 5.26% 6.8
Pasadena Private Wealth
3371
Pasadena Private Wealth
California
$346M +$21.7M +7% 4.78% 53% 126 24.6% 1.8
State of New Jersey Common Pension Fund E
3372
State of New Jersey Common Pension Fund E
New Jersey
$346M +$26.7M +8% 8.39% 26.4% 2 0% 2.4
Manchester Financial
3373
Manchester Financial
California
$345M -$24.2M -7% 2.88% 73% 105 16.19% 2.3
Hohimer Wealth Management
3374
Hohimer Wealth Management
Washington
$345M +$31.9M +10% 6.15% 111% 211 25.12% 1.9
Great Diamond Partners
3375
Great Diamond Partners
Maine
$345M +$20.5M +6% 5.78% 86.1% 231 16.02% 2