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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)
JSL
3751
JT Stratford LLC
Georgia
$153M -$1.22M -0.8% 6.75% 103% 112 13.39% 0.8
FUBT
3752
First United Bank & Trust
Maryland
$153M +$3.85M +3% 5.53% 69.2% 115 11.3% 2.9
MCA
3753
Morris Capital Advisors
Pennsylvania
$153M +$3.67M +2% 7.81% 72.9% 81 14.81% 1.5
SA
3754
Springowl Associates
New York
$153M +$2.19M +1% 10.2% 101% 32 34.38% 1
AAC
3755
Acorn Advisory Capital
New York
$153M – – 4.6% – 44 – 0
WIM
3756
Wilen Investment Management
Florida
$153M -$11.4M -7% 4.34% 79.9% 64 10.94% 3.6
PW
3757
Price Wealth
Texas
$153M – – 4.31% 17.5% 333 – 0
SIS
3758
Sound Income Strategies
Florida
$153M – – 0.92% 31.4% 614 – 0
SC
3759
Sawyer & Company
Massachusetts
$152M – – 6.89% 97.4% 188 – 0
HKIM
3760
Hayek Kallen Investment Management
Alabama
$152M +$6.41M +4% 7.07% 71.9% 66 6.06% 3.3
BCLSI
3761
Bain Capital Life Sciences Investors
Massachusetts
$152M – – 48.7% 507% 3 – 0
PCM
3762
PenderFund Capital Management
British Columbia, Canada
$152M – – 2.72% 129% 35 – 0
GCM
3763
Garland Capital Management
Washington
$152M -$3.97M -3% 6.02% 55.7% 34 5.88% 2.9
CAS
3764
Cue Advisory Services
Arizona
$152M +$8.18M +6% 5.7% 52.3% 167 11.98% 1.9
CMO
3765
Covenant Multifamily Offices
Texas
$152M +$2.54M +2% 5.59% 38.3% 131 74.81% 0.4
BCP
3766
Berkeley Capital Partners
Georgia
$152M +$2.28M +2% 3.85% 62.8% 128 17.97% 1.4
MGI
3767
MayTech Global Investments
New York
$152M – – 6.61% 158% 27 – 0
SAMC
3768
Spectrum Asset Management (Connecticut)
Connecticut
$152M -$4M -3% 0.7% 0.74% 8 50% 3
EFIC
3769
Eliot Finkel Investment Counsel
California
$152M +$11.6M +8% 7% 88.9% 37 8.11% 1.5
WCWM
3770
Willow Creek Wealth Management
California
$152M -$1.63M -1% 0.39% 36.5% 21 14.29% 2.3
HM
3771
Harvest Management
New York
$151M -$7.67M -5% 11.3% 610% 109 69.72% 0.5
MPAM
3772
Murphy Pohlad Asset Management
Minnesota
$151M +$7.51M +5% 7.09% 75.1% 93 9.68% 3.3
CWM
3773
CMH Wealth Management
New Hampshire
$151M +$16.4M +12% 5.04% 76.6% 59 27.12% 0.7
VFPI
3774
Vantage Financial Partners (Illinois)
Illinois
$151M +$8.23M +6% 5.98% 13.1% 86 38.37% 0.5
JFA
3775
Johanson Financial Advisors
California
$151M +$14.3M +10% 6.97% 101% 87 5.75% 0.8