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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
CMU
4301
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 8.37% 32.4% 6 0%
JAM
4302
Jacobs Asset Management
New York
$239M +$19.3M +9% 0.2% 79.5% 50 40%
HCM
4303
HMS Capital Management
Tennessee
$239M +$9.17M +4% 4.14% 130% 133 23.31%
PA
4304
Paragon Advisors
Texas
$239M +$34.4M +17% 12.2% 109% 88 42.05%
TDWM
4305
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 5.1% 33.2% 80 17.5%
PWSG
4306
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 5.88% 75.5% 89 14.61%
HFA
4307
Harbert Fund Advisors
Alabama
$239M -$158M -40% 8.05% 70.8% 57 47.37%
CP
4308
CPV Partners
Connecticut
$239M -$6.88M -3% 1.6% 149% 7 28.57%
SA
4309
Shilanski & Associates
Alaska
$238M +$3.56M +2% 0.67% 84.2% 140 30%
MLFP
4310
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 3.77% 66.9% 87 11.49%
BDA
4311
Borer Denton & Associates
Pennsylvania
$238M 2.38% 44.2% 53
WFG
4312
Wills Financial Group
Virginia
$238M -$14.7M -6% 0.7% 51.7% 75 16%
BCM
4313
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 9.69% 202% 13 23.08%
FPOC
4314
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 4.59% 96 52.08%
SRSA
4315
S.R. Schill & Associates
Washington
$238M -$13M -5% 1.8% 36.7% 80 15%
SWMG
4316
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 4.97% 56.9% 35 8.57%
SHWM
4317
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 4.21% 33.6% 72 8.33%
JGIA
4318
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 3.24% 45% 357 22.69%
CPA
4319
Cowen Prime Advisors
New York
$238M -$56.4M -19% 15.6% 116% 183 7.65%
OIA
4320
Optimum Investment Advisors
Illinois
$237M -$19.4M -8% 3.24% 125% 922 16.7%
SC
4321
Schulhoff & Co
Ohio
$237M -$5.96M -2% 0.88% 42.7% 126 4.76%
NL
4322
Navalign LLC
California
$237M -$13.5M -5% 3.19% 50.7% 129 13.95%
AC
4323
ASB Consultores
Florida
$237M +$34.6M +17% 2.09% 65.1% 252 23.81%
SI
4324
SCP Investment
California
$237M -$66.9M -22% 21% 48.7% 39 43.59%
RFN
4325
RDA Financial Network
Iowa
$237M -$8.24M -3% 4.1% 82.1% 240 13.33%