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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
4226
Jacobs Asset Management
New York
$213M -$25.5M -11% 14.4% 114% 45 24.44%
FC
4227
Financial Consulate
Maryland
$213M -$47M -18% 15.9% 53.3% 138 15.22%
DFG
4228
Delphi Financial Group
Delaware
$213M -$72.5M -25% 14.7% 66.3% 33 24.24%
SC
4229
Stolper & Co
Oklahoma
$213M -$22.9M -10% 10.7% 70.5% 88 9.09%
FWM
4230
Fairhaven Wealth Management
Illinois
$213M -$33.3M -14% 15% 133 18.05%
FPF
4231
First Pacific Financial
Washington
$213M +$18.4M +9% 13.2% 48.5% 109 18.35%
UCMOK
4232
United Capital Management of KS
Kansas
$213M -$45M -17% 15.2% 272% 94 12.77%
LSWM
4233
Lorne Steinberg Wealth Management
Canada
$213M -$4.08M -2% 15% 73.4% 67 11.94%
TC
4234
Tenere Capital
New York
$212M -$48.6M -19% 15.4% 131% 27 40.74%
GSWM
4235
Greenup Street Wealth Management
Michigan
$212M +$31.3M +17% 13.8% 65.6% 106 44.34%
DP
4236
Denver PWM
Colorado
$212M -$39.1M -16% 12% 44.8% 100 14%
TCOO
4237
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 15.3% 88.7% 121 5.79%
LWA
4238
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 12% 8.87% 64 15.63%
BWM
4239
BigSur Wealth Management
Florida
$212M -$44.4M -17% 15.5% 83.1% 143 6.99%
ACM
4240
ADW Capital Management
Florida
$212M -$45.7M -18% 18.1% 78.2% 8 12.5%
CFP
4241
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 10.7% 49.4% 75 24%
GCM
4242
G2 Capital Management
Ohio
$212M -$21.2M -9% 12.4% 48.6% 52 13.46%
DCM
4243
Davidson Capital Management
Texas
$212M -$56.4M -21% 6.98% 79.2% 91 13.19%
WAAG
4244
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 13.1% 66.9% 162 14.2%
AB
4245
Atlas Brown
Kentucky
$212M -$33.6M -14% 12.4% 102% 192 13.54%
SFC
4246
SYM Financial Corp
Indiana
$211M -$21.2M -9% 14.9% 56% 131 24.43%
BCM
4247
Bienville Capital Management
New York
$211M +$7.35M +4% 14.9% 36.3% 165 32.73%
VIA
4248
Vickerman Investment Advisors
Washington
$211M -$14M -6% 12.7% 47.3% 78 6.41%
KJWM
4249
Kiley Juergens Wealth Management
Washington
$211M +$4.03M +2% 16% 106% 75 34.67%
ECAM
4250
East Coast Asset Management
Massachusetts
$211M -$209M -50% 17% 147% 64 6.25%