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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
JGCM
4226
Joseph Group Capital Management
Ohio
$381M +$26.1M +7% 2.88% 49.3% 280 67.14%
W
4227
WorthPointe
California
$381M +$114M +43% 2.37% 59.7% 140 30%
PFU
4228
Parus Finance (UK)
United Kingdom
$380M -$316K -0.1% 2.73% 199% 34 11.76%
DSA
4229
Droms Strauss Advisors
Missouri
$380M +$35.2M +10% 1.8% 56.1% 80 13.75%
DMC
4230
DSC Meridian Capital
New York
$380M -$113M -23% 1.16% 18 38.89%
BWM
4231
Brown Wealth Management
Illinois
$380M +$24M +7% 1.85% 44.4% 117 21.37%
V
4232
ValueWorks
New York
$380M +$36.3M +11% 6.81% 110% 38 18.42%
CCM
4233
Contrarian Capital Management
Connecticut
$380M -$16.6M -4% 5.86% 24.6% 39 46.15%
5NPW
4234
55 North Private Wealth
Florida
$380M 2.05% 195
TBWA
4235
Three Bridge Wealth Advisors
California
$379M -$8.7M -2% 0.17% 169% 93 9.68%
MA
4236
Modus Advisors
Minnesota
$379M +$11.5M +3% 1.35% 69.8% 354 67.23%
NC
4237
Nixon Capital
Texas
$379M +$50.3M +15% 0.73% 102% 31 25.81%
GM
4238
Granger Management
New York
$378M +$35.7M +10% 2.28% 63.5% 6 0%
TC
4239
Towle & Co
Colorado
$378M -$18M -5% 6.54% 113% 57 40.35%
LFA
4240
Level Financial Advisors
New York
$378M +$23.5M +7% 1.41% 41.5% 96 3.13%
SM
4241
Selkirk Management
New Jersey
$378M +$13.3M +4% 4.1% 268% 12 0%
CWA
4242
Centennial Wealth Advisory
Michigan
$378M +$18.7M +5% 2.42% 57.6% 173 11.56%
MWPCG
4243
Measured Wealth Private Client Group
New Hampshire
$378M +$7.03M +2% 4.34% 68.1% 784 18.62%
FFS
4244
Fischer Financial Services
Pennsylvania
$378M +$6.53M +2% 3.17% 65 4.62%
NAH
4245
Neumann Advisory (HK)
Hong Kong
$378M -$15.6M -4% 3.92% 88.4% 8 12.5%
RGC
4246
Rubicon Global Capital
United Kingdom
$377M -$74.9M -17% 13.6% 11 9.09%
SPM
4247
Symmetry Peak Management
Pennsylvania
$377M -$87.8M -19% 18.5% 301% 167 87.43%
LWA
4248
Lifelong Wealth Advisors
Minnesota
$377M +$41M +12% 1.45% 95 16.84%
BWM
4249
Buckley Wealth Management
Nevada
$377M +$11.9M +3% 4.94% 79.6% 108 10.19%
SA
4250
Sicart Associates
New York
$377M +$7.8M +2% 10.5% 89.1% 76 3.95%