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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
KCM
3976
Kempner Capital Management
Texas
$153M +$1.38M +0.9% 1.47% 60.9% 50 6%
JAM
3977
JLP Asset Management
New York
$153M +$5.29M +4% 2.84% 16.1% 32 15.63%
MGB
3978
Mass General Brigham
Massachusetts
$153M -$9.61M -6% 3.58% 1 0%
BAMG
3979
Brand Asset Management Group
Missouri
$152M +$4.94M +3% 2.04% 70.2% 344 14.83%
ISG
3980
Investment Security Group
Colorado
$152M +$17M +13% 13 15.38%
LB
3981
Landmark Bank
Missouri
$152M +$6.38M +4% 4.28% 93 4.3%
ACM
3982
Adalta Capital Management
New York
$152M +$20M +15% 5.96% 80.4% 91 26.37%
SJL
3983
Shayne & Jacobs LLC
Tennessee
$152M +$9.09M +6% 5.39% 73.4% 31 25.81%
SPCM
3984
Sound Point Capital Management
New York
$152M -$99.9M -40% 2.62% 61.5% 24 33.33%
SL
3985
Signition LP
New York
$152M +$4.35M +3% 5.66% 241 60.58%
AIM
3986
Aspen Investment Management
Michigan
$152M +$8.74M +6% 3.47% 84.9% 139 3.6%
V
3987
ValueWorks
New York
$152M +$2.42M +2% 1.07% 190% 31 6.45%
OWA
3988
Outlook Wealth Advisors
Texas
$152M +$30.3M +25% 2.09% 70% 161 14.91%
HAFS
3989
Hapanowicz & Associates Financial Services
Pennsylvania
$152M +$2.32M +2% 2.04% 58.5% 20 15%
PS
3990
Portfolio Strategies
New York
$152M +$25M +20% 3.88% 120% 66 28.79%
BRA
3991
Biechele Royce Advisors
Indiana
$151M -$3.01M -2% 0.56% 39.2% 46 15.22%
PEA
3992
Pacific Edge Advisors
California
$151M -$13.6M -8% 2.59% 31.3% 43 9.3%
SB
3993
Samsara BioCapital
California
$151M +$24.1M +19% 2.79% 1,580% 21 14.29%
NFG
3994
Nations Financial Group
Iowa
$151M +$5.47M +4% 3.19% 105% 185 14.05%
SLA
3995
Silver Lake Advisory
Utah
$151M +$2.79M +2% 2.01% 70.9% 84 7.14%
WFWM
3996
Wechter Feldman Wealth Management
New Jersey
$151M -$2.21M -1% 2.82% 53.8% 31 0%
FLA
3997
Financial Life Advisors
Texas
$151M +$5.58M +4% 2.66% 42.7% 47 0%
MPA
3998
Marvin & Palmer Associates
Delaware
$151M +$22.5M +18% 12.3% 392% 32 34.38%
WCM
3999
Wunderlich Capital Managemnt
Tennessee
$151M +$7.34M +5% 2.82% 33.6% 93 13.98%
IC
4000
Intel Corp
California
$151M -$183M -55% 50.7% 9.79% 8 37.5%