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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)
Kirr Marbach & Co
3376
Kirr Marbach & Co
Indiana
$353M -$9.8M -3% 1.11% 121% 54 12.96% 3.8
Princeton Global Asset Management
3377
Princeton Global Asset Management
New Jersey
$352M +$10.2M +3% 1.73% 110% 617 9.24% 2.9
Irenic Capital Management
3378
Irenic Capital Management
New York
$352M +$17.4M +5% 1.36% 93.6% 25 60% 0.3
Jacobson & Schmitt Advisors
3379
Jacobson & Schmitt Advisors
Wisconsin
$352M -$543K -0.2% 0.05% 70.3% 67 13.43% 3.2
GDS
3380
Gimbel Daniel Scott
$352M +$67.2M +24% 23.6% 57.1% 2 0% 2.8
Milestone Investment Advisors
3381
Milestone Investment Advisors
Wisconsin
$351M +$28.5M +9% 3.11% 52.8% 445 73.48% 0.2
TMD Wealth Management
3382
TMD Wealth Management
Arizona
$351M -$33M -9% 1.84% 2.41% 60 20% 1.3
East Coast Asset Management
3383
East Coast Asset Management
Massachusetts
$351M -$1.51M -0.4% 0.21% 167% 67 5.97% 8.2
AW
3384
Avion Wealth
Texas
$350M -$31.6M -8% 2.31% 45.4% 1,302 29.8% 1.1
Abundance Wealth Counselors
3385
Abundance Wealth Counselors
Pennsylvania
$350M +$157M +81% 7.94% 107% 138 59.42% 0.9
Hohimer Wealth Management
3386
Hohimer Wealth Management
Washington
$350M -$12.2M -3% 2.17% 99.7% 196 7.14% 2.2
Oakmont Corp
3387
Oakmont Corp
California
$350M -$433M -55% 5.56% 70.2% 36 0% 2.8
Cornerstone Retirement Group
3388
Cornerstone Retirement Group
Nevada
$350M -$12.1M -3% 3.52% – 40 55% 0.5
KB Financial Partners
3389
KB Financial Partners
New Jersey
$350M -$14.3M -4% 2.64% – 615 8.46% 1.6
Canal Insurance Company
3390
Canal Insurance Company
South Carolina
$349M -$7.17M -2% 1.02% 114% 98 16.33% 4.6
WCMN
3391
Westchester Capital Management (Nebraska)
Nebraska
$349M -$10M -3% 1.68% 121% 44 0% 7.1
O'Brien Wealth Partners
3392
O'Brien Wealth Partners
Massachusetts
$349M +$8.88M +3% 3.48% 56.7% 59 8.47% 3
Kentucky Farm Bureau Mutual Insurance
3393
Kentucky Farm Bureau Mutual Insurance
Kentucky
$349M -$11.5M -3% 2.49% 83.3% 74 4.05% 5.2
Wilson Asset Management
3394
Wilson Asset Management
Australia
$348M -$18.3M -5% 2.16% 58% 25 8% 1.2
MI
3395
MMCAP International
Cayman Islands
$348M +$44.5M +15% 27.3% 184% 235 25.96% 1.4
Welch Capital Partners
3396
Welch Capital Partners
New York
$348M -$9.9M -3% 0.99% 79.2% 19 10.53% 4.9
5AM Venture Management
3397
5AM Venture Management
California
$348M -$53.9M -13% 7.65% 546% 26 7.69% 1.5
LJI Wealth Management
3398
LJI Wealth Management
Indiana
$347M +$3.86M +1% 3.45% 68.8% 189 19.05% 0.7
Berkshire Bank
3399
Berkshire Bank
Massachusetts
$347M -$14.7M -4% 2.82% 76.2% 137 6.57% 2.4
Westside Investment Management
3400
Westside Investment Management
California
$347M -$6.88M -2% 2.63% 114% 864 5.67% 4.1