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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
HJMC
4026
Hellman Jordan Management Company
Massachusetts
$125M +$64.1M +106% 1.41% 203% 59 44.07%
IC
4027
Investment Counsel
Michigan
$125M +$2.98M +2% 2.33% 50.1% 54 1.85%
MFS
4028
Madrona Financial Services
Washington
$124M -$1.26M -1% 1.88% 75.4% 43 6.98%
LFWA
4029
LBJ Family Wealth Advisors
Texas
$124M +$3.6M +3% 3.74% 59% 17 0%
BCIM
4030
Bishop & Co Investment Management
Pennsylvania
$124M +$6.31M +5% 1.4% 47.6% 22 31.82%
DLHL
4031
Donald L. Hagan LLC
Florida
$124M +$4.01M +3% 2.93% 47.9% 90 20%
PIM
4032
Partner Investment Management
California
$124M +$31.3M +34% 10.1% 168% 124 38.71%
WA
4033
Wheatland Advisors
Pennsylvania
$124M +$2.58M +2% 3.13% 30.5% 98 4.08%
DACG
4034
Donor Advised Charitable Giving
California
$123M -$5.73M -4% 2.33% 365% 18 27.78%
PWA
4035
Peterson Wealth Advisors
Utah
$123M +$2.37M +2% 2.27% 38.9% 49 16.33%
SHA
4036
Seneca House Advisors
Virginia
$123M +$3.48M +3% 0.57% 48% 100 11%
EWMCB
4037
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$123M +$3.71M +3% 0.9% 13% 38 23.68%
MWPCG
4038
Measured Wealth Private Client Group
New Hampshire
$123M 2.09% 68.1% 139
AIA
4039
Allied Investment Advisors
Montana
$123M +$1.32M +1% 2.46% 60.6% 48 2.08%
FDS
4040
Freedom Day Solutions
Texas
$123M +$8.21M +7% 3.28% 84.6% 81 14.81%
GCM
4041
Gables Capital Management
Florida
$123M +$9.68M +9% 5.52% 123% 396 53.79%
AC
4042
Arjuna Capital
North Carolina
$123M +$4.17M +4% 4.77% 74.9% 96 19.79%
HPC
4043
Hobart Private Capital
North Carolina
$123M +$8.63M +8% 1.03% 52.5% 144 27.08%
ATIA
4044
American Trust Investment Advisors
New Hampshire
$122M -$3.07M -2% 1.2% 81.1% 83 10.84%
GBA
4045
Garrison Bradford & Associates
New York
$122M +$4.47M +4% 4.05% 57.6% 89 10.11%
FLA
4046
Financial Life Advisors
Texas
$122M +$12.7M +12% 0.1% 33.1% 48 8.33%
FU
4047
Fairfield University
Connecticut
$122M -$75.9M -38% 1.8% 48% 6 66.67%
VCM
4048
Vivaldi Capital Management
Illinois
$122M -$12.1M -9% 3.21% 69.2% 167 26.95%
CIP
4049
Capital Insight Partners
Arizona
$122M -$1.08M -0.9% 2.22% 51.7% 81 9.88%
SV
4050
Stilwell Value
New York
$122M +$1.79M +1% 9.01% 93.8% 39 15.38%