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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
ICM
3376
Irenic Capital Management
New York
$352M +$17.4M +5% 1.36% 93.6% 25 60%
JSA
3377
Jacobson & Schmitt Advisors
Wisconsin
$352M -$543K -0.2% 0.05% 70.3% 67 13.43%
GDS
3378
Gimbel Daniel Scott
$352M +$67.2M +24% 23.6% 57.1% 2 0%
MIA
3379
Milestone Investment Advisors
Wisconsin
$351M +$28.5M +9% 3.11% 52.8% 445 73.48%
TWM
3380
TMD Wealth Management
Arizona
$351M -$33M -9% 1.84% 2.41% 60 20%
AW
3381
Avion Wealth
Texas
$350M -$31.6M -8% 2.31% 45.4% 1,302 29.8%
AWC
3382
Abundance Wealth Counselors
Pennsylvania
$350M +$157M +81% 7.94% 94.7% 138 59.42%
HWM
3383
Hohimer Wealth Management
Washington
$350M -$12.2M -3% 2.17% 99.7% 196 7.14%
OC
3384
Oakmont Corp
California
$350M -$433M -55% 5.56% 70.2% 36 0%
CRG
3385
Cornerstone Retirement Group
Nevada
$350M -$12.1M -3% 3.52% 40 55%
KFP
3386
KB Financial Partners
New Jersey
$350M -$14.3M -4% 2.64% 615 8.46%
CIC
3387
Canal Insurance Company
South Carolina
$349M -$7.17M -2% 1.02% 103% 98 16.33%
WCMN
3388
Westchester Capital Management (Nebraska)
Nebraska
$349M -$10M -3% 1.68% 107% 44 0%
OBWP
3389
O'Brien Wealth Partners
Massachusetts
$349M +$8.88M +3% 3.48% 56.7% 59 8.47%
KFBMI
3390
Kentucky Farm Bureau Mutual Insurance
Kentucky
$349M -$11.5M -3% 2.49% 83.3% 74 4.05%
WAM
3391
Wilson Asset Management
Australia
$348M -$18.3M -5% 2.16% 60.7% 25 8%
MI
3392
MMCAP International
Cayman Islands
$348M +$44.5M +15% 27.3% 184% 235 25.96%
WCP
3393
Welch Capital Partners
New York
$348M -$9.89M -3% 0.99% 79.2% 19 10.53%
5VM
3394
5AM Venture Management
California
$348M -$53.9M -13% 7.65% 546% 26 7.69%
LWM
3395
LJI Wealth Management
Indiana
$347M +$3.86M +1% 3.45% 61.5% 189 19.05%
BB
3396
Berkshire Bank
Massachusetts
$347M -$14.7M -4% 2.82% 69.7% 137 6.57%
WIM
3397
Westside Investment Management
California
$347M -$6.88M -2% 2.63% 114% 864 5.67%
NAMP
3398
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$347M -$16.4M -5% 4.25% 73.1% 156 14.1%
JWCA
3399
J.W. Coons Advisors
Ohio
$347M -$19.5M -5% 2.16% 61.2% 234 5.98%
AFS
3400
Annapolis Financial Services
Maryland
$346M -$4.76M -1% 3.55% 15% 504 8.13%