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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
BOC
3701
Barbara Oil Co
Illinois
$177M +$1.9M +1% 2.11% 76.9% 93 7.53%
CWM
3702
CMH Wealth Management
New Hampshire
$177M +$6.15M +4% 0.59% 76.6% 52 7.69%
TGI
3703
TRV GP III
Massachusetts
$176M -$58.7M -25% 42.2% 170% 4 25%
CCM
3704
Context Capital Management
California
$176M +$4.03M +2% 0.66% 3.38% 102 24.51%
SIM
3705
Stratos Investment Management
Ohio
$176M +$18M +11% 1.53% 58.2% 84 15.48%
CF
3706
Copperwynd Financial
Arizona
$176M +$2.08M +1% 3.66% 90% 115 20%
JGIA
3707
Jackson Grant Investment Advisers
Connecticut
$176M +$4.44M +3% 1.94% 54.3% 228 4.82%
PVMCV
3708
Polaris Venture Management Co V
Massachusetts
$176M +$48.7M +38% 3.14% 281% 13 23.08%
TWP
3709
Total Wealth Planning
Ohio
$176M +$6.71M +4% 0.76% 37.2% 34 0%
HWA
3710
HHM Wealth Advisors
Tennessee
$176M +$6.1M +4% 1.04% 62.3% 79 6.33%
FA
3711
Fiducient Advisors
Illinois
$176M +$8.62M +5% 1.73% 52.3% 20 5%
LCM
3712
Lafitte Capital Management
Texas
$175M -$32M -15% 12% 55.2% 8 25%
PGAM
3713
Princeton Global Asset Management
New Jersey
$175M +$8.86M +5% 1.86% 104% 395 18.23%
WVP
3714
Worth Venture Partners
New Jersey
$175M -$5.24M -3% 0.79% 105% 129 47.29%
BCM
3715
Brookmont Capital Management
Texas
$175M +$8.96M +5% 4.04% 36.6% 71 5.63%
AFA
3716
Arlington Financial Advisors
California
$175M +$574K +0.3% 0.15% 60.7% 55 1.82%
PB
3717
Pinnacle Bancorp
Nebraska
$175M -$2.74M -2% 0.55% 68.3% 731 8.07%
PFS
3718
Physicians Financial Services
North Carolina
$175M +$4.92M +3% 2.74% 100% 124 8.06%
ACJ
3719
Autonomy Capital (Jersey)
Jersey
$175M -$278M -61% 43% 33.4% 11 27.27%
WRM
3720
Weybosset Research & Management
Rhode Island
$175M +$2.66M +2% 2.74% 73.4% 56 25%
SCM
3721
Salem Capital Management
Massachusetts
$175M -$5.59M -3% 0.69% 32.3% 72 4.17%
SAIG
3722
Semper Augustus Investments Group
Colorado
$175M +$5.8M +3% 0.15% 95.4% 28 3.57%
SC
3723
Schoolcraft Capital
Colorado
$175M +$6.66M +4% 0.65% 54.3% 60 15%
EPP
3724
ETF Portfolio Partners
Kansas
$174M -$13.4M -7% 0.89% 44.3% 34 5.88%
BAM
3725
Brave Asset Management
New Jersey
$174M -$3.88M -2% 0.9% 76.3% 169 20.12%