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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
FNBOMD
3651
First National Bank of Mount Dora
Florida
$304M -$119K -0% 0.75% 84.5% 126 9.52%
JAM
3652
JCIC Asset Management
Ontario, Canada
$304M -$84.4M -22% 0.35% 126 3.97%
MDCM
3653
Morgan Dempsey Capital Management
Wisconsin
$304M -$15.2M -5% 1.97% 40.8% 104 34.62%
PCA
3654
Prospect Capital Advisors
California
$303M +$34.3M +13% 1.81% 136% 39 28.21%
KS
3655
Karpas Strategies
Connecticut
$303M +$21.3M +8% 0.32% 16.1% 120 5%
HIC
3656
Holderness Investments Company
North Carolina
$303M +$153K +0.1% 0.28% 101% 233 14.16%
CM
3657
Columbus Macro
Pennsylvania
$303M -$18.7M -6% 1.12% 46.8% 175 18.29%
PWA
3658
Peterson Wealth Advisors
Utah
$303M +$20.6M +7% 0.6% 38.9% 54 3.7%
MWP
3659
Moller Wealth Partners
$303M -$1.91M -0.6% 1.96% 41.4% 48 2.08%
JRCM
3660
Jones Road Capital Management
New York
$302M +$5.04M +2% 3.86% 82.5% 80 28.75%
BP
3661
Broadleaf Partners
Ohio
$302M +$14.5M +5% 2.8% 132% 75 6.67%
FCM
3662
Firestone Capital Management
Florida
$302M +$25.1M +9% 1.7% 43.3% 488 2.46%
ACM
3663
Alight Capital Management
New York
$302M -$45.6M -13% 2.75% 311% 75 56%
ACM
3664
Argyle Capital Management
Pennsylvania
$302M -$7.49M -2% 1.67% 95.8% 130 2.31%
FWSM
3665
First Wilshire Securities Management
California
$302M +$16M +6% 2.77% 107% 88 7.95%
SAM
3666
Smithbridge Asset Management
Pennsylvania
$302M -$5.47M -2% 0.54% 116 9.48%
LKIM
3667
Lawson Kroeker Investment Management
Nebraska
$301M -$14.5M -5% 3.51% 64.5% 61 3.28%
TFM
3668
TFC Financial Management
Massachusetts
$301M +$8.73M +3% 0.49% 60% 606 6.44%
DCM
3669
DeGreen Capital Management
Arizona
$301M +$3.46M +1% 1.17% 28.5% 22 4.55%
AFS
3670
Annapolis Financial Services
Maryland
$301M +$3.11M +1% 1.17% 15% 483 11.18%
AVAI
3671
Atlas Venture Associates IX
Massachusetts
$301M -$268M -47% 38.4% 89.8% 7 0%
TPCM
3672
Three Peaks Capital Management
Colorado
$301M -$24M -7% 2.02% 84.5% 97 16.49%
BA
3673
Bellwether Advisors
Nebraska
$301M +$10.6M +4% 0.81% 85% 641 42.43%
CMA
3674
Cedar Mountain Advisors
Oregon
$301M -$2.06M -0.7% 0.51% 53.8% 318 11.64%
CG
3675
Compass Group
New York
$301M -$112M -27% 0.79% 64.6% 23 34.78%