We are live on ! Find out more

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
JWM
3426
Janiczek Wealth Management
Colorado
$191M +$1.59M +0.8% 1.86% 16.4% 180 18.33%
JWS
3427
Juncture Wealth Strategies
Arizona
$191M +$4.33M +2% 2.1% 71.5% 114 11.4%
DAM
3428
Doheny Asset Management
California
$191M +$6.63M +4% 4.56% 121% 106 11.32%
PCI
3429
Pacifica Capital Investments
Texas
$191M +$16M +9% 11.1% 83.4% 21 4.76%
CWM
3430
CMH Wealth Management
New Hampshire
$191M +$16M +9% 6.02% 76.6% 64 21.88%
BA
3431
BCM Advisors
Louisiana
$191M +$9.65M +5% 1.97% 51% 39 15.38%
EFSCE
3432
Enterprise Financial Services Corp (EFSC)
Missouri
$191M -$6.43M -3% 5.28% 67.6% 1,089 16.16%
VIA
3433
Vantis Investment Advisers
Florida
$191M -$23.2M -11% 0.64% 39.6% 22 72.73%
CC
3434
Chanos & Company
New York
$191M +$30.8M +19% 5.3% 51 33.33%
ANRIA
3435
American National Registered Investment Advisor
Texas
$190M -$18.4M -9% 8.01% 95.8% 243 11.11%
SIAP
3436
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190M +$20.9M +12% 7.18% 86.9% 449 12.25%
CWM
3437
Cedar Wealth Management
California
$190M +$12M +7% 2.95% 53.2% 243 38.27%
SIAS
3438
Shine Investment Advisory Services
Colorado
$190M -$5.49M -3% 5.56% 29% 686 11.66%
UOC
3439
University of Chicago
Illinois
$190M -$23.5M -11% 4.2% 19.1% 4 0%
EM
3440
ELCO Management
New York
$190M +$3.75M +2% 3.76% 86.3% 150 10.67%
LJHT
3441
Laurie J. Hall Trustee
$190M +$15.7M +9% 8.57% 96% 358 2.79%
PFA
3442
Pinnacle Family Advisors
Missouri
$189M +$1.36M +0.7% 6.18% 77.3% 78 38.46%
FIM
3443
Fernwood Investment Management
Massachusetts
$189M +$3.94M +2% 4.15% 83.4% 175 15.43%
TSS
3444
Thomas Story & Son
Indiana
$189M +$16.6M +10% 10.1% 91.8% 56 5.36%
SCM
3445
Segantii Capital Management
Hong Kong
$189M -$52.5M -22% 3.66% 33.1% 42 73.81%
AVAI
3446
Atlas Venture Associates IX
Massachusetts
$189M -$38.3M -17% 6.8% 89.8% 7 0%
BDCM
3447
Black Diamond Capital Management
Connecticut
$189M -$31.9M -14% 11.7% 28.3% 6 50%
IF
3448
Ironwood Financial
Arizona
$188M +$15.7M +9% 3.13% 48.8% 384 24.74%
TSWM
3449
Triangle Securities Wealth Management
North Carolina
$188M +$9.32M +5% 7.55% 80% 141 3.55%
SFG
3450
SevenBridge Financial Group
Pennsylvania
$188M +$8.61M +5% 8.51% 70.4% 638 8.78%