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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
JAM
3926
JLP Asset Management
New York
$148M +$35M +31% 16.3% 16.1% 30 0%
WFG
3927
Wills Financial Group
Virginia
$147M +$17.3M +13% 10.8% 51.7% 60 8.33%
BAMG
3928
Brand Asset Management Group
Missouri
$147M +$21.3M +17% 12% 56.7% 324 36.11%
TCM
3929
Tegean Capital Management
New York
$147M +$44.2M +43% 14.7% 24 33.33%
RAM
3930
Riggs Asset Management
Pennsylvania
$147M +$9.26M +7% 11.1% 163% 273 14.65%
CAM
3931
Coltrane Asset Management
New York
$147M +$63.7M +76% 25% 50.3% 4 50%
KC
3932
Kellner Capital
New York
$147M -$5.32M -3% 21.7% 390% 44 72.73%
PWAC
3933
Private Wealth Advisors (California)
California
$147M +$23M +19% 12.1% 55% 59 5.08%
BPM
3934
Bronson Point Management
Connecticut
$147M +$90.3M +160% 7.1% 7.56% 51 86.27%
HIS
3935
Horizon Investment Services
Indiana
$147M +$19.8M +16% 13.2% 168% 94 21.28%
BHWM
3936
Bay Harbor Wealth Management
Maryland
$147M +$21M +17% 8.9% 36.6% 447 14.09%
CW
3937
Cabot-Wellington
Massachusetts
$147M -$2.88M -2% 11.5% 65% 9 0%
CPIA
3938
Cornell Pochily Investment Advisors
New York
$147M -$7.98M -5% 10.8% 83.7% 142 16.9%
FA
3939
Financial Advisors
Massachusetts
$146M +$23.4M +19% 11.7% 71.5% 61 6.56%
IDBONY
3940
Israel Discount Bank of New York
New York
$146M +$16.2M +12% 11.5% 37.3% 439 5.92%
PCM
3941
Peak Capital Management
Colorado
$146M +$6.84M +5% 8.94% 9.52% 36 27.78%
PGAM
3942
Princeton Global Asset Management
New Jersey
$146M +$32.6M +29% 11.7% 104% 361 43.21%
APSI
3943
Asset Planning Services Inc
Louisiana
$146M +$14.4M +11% 12.9% 113% 41 17.07%
SFA
3944
Spectrum Financial Alliance
Kentucky
$146M +$14.6M +11% 13% 185% 113 86.73%
LB
3945
Landmark Bank
Missouri
$146M +$10.7M +8% 12.9% 96 19.79%
XSC
3946
X-Square Capital
Puerto Rico
$146M +$18.5M +15% 18.4% 112% 75 14.67%
SIA
3947
Strategic Investment Advisors
Michigan
$146M +$34.6M +31% 9.52% 56.1% 139 24.46%
NFG
3948
Nations Financial Group
Iowa
$146M +$21M +17% 12.7% 105% 177 10.73%
ATC
3949
Adirondack Trust Company
New York
$146M +$16.6M +13% 11.9% 84.9% 372 11.29%
AIA
3950
AIMZ Investment Advisors
California
$146M +$16.2M +13% 12.3% 63.9% 99 7.07%