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 Avg Holding
Period (Yrs)
JPC
4351
Jabodon PT Co
Nevada
$109M +$31.8M +41% 20.7% 61.9% 29 75.86% 0.3
BA
4352
Bennicas & Associates
California
$109M -$6.68M -6% 1.2% 40.3% 95 10.53% 4.2
HIS
4353
Harvest Investment Services
Illinois
$109M – – 15.7% 282% 124 – 0
AWM
4354
Apollon Wealth Management
South Carolina
$109M – – 10.8% 87.5% 45 – 0
LCC
4355
Lincoln Capital Corp
Rhode Island
$108M -$12M -10% 13.4% 82% 59 33.9% 1.1
UBG
4356
United Bank (Georgia)
Georgia
$108M -$18.1M -14% 10.5% 81.2% 79 8.86% 1.6
MI
4357
M3F Inc
Utah
$108M +$4.5M +4% 12.8% 176% 40 32.5% 1.2
MCP
4358
Martin Capital Partners
Oregon
$108M -$3.26M -3% 7.15% 42.3% 60 21.67% 0.9
NS
4359
NewDay Solutions
New Hampshire
$108M – – 9.96% – 147 – 0
JHU
4360
Johns Hopkins University
Maryland
$108M – – 14.3% 30.6% 2 – 0
GIM
4361
Guardian Investment Management
California
$108M -$5.42M -5% 12.4% 89.7% 59 16.95% 3.5
DLHL
4362
Donald L. Hagan LLC
Florida
$108M -$20.3M -16% 11.7% 47.9% 95 32.63% 2
LFG
4363
Larson Financial Group
Missouri
$108M +$20.7M +24% 12.3% 81.2% 536 88.81% 0.1
DFAM
4364
Deep Field Asset Management
California
$108M – – 15.7% 20.1% 19 – 0
GPC
4365
Glacier Peak Capital
Washington
$108M +$16.5M +18% 21.4% 11.8% 72 59.72% 0.6
IIM
4366
Ironwood Investment Management
Massachusetts
$108M -$35.1M -25% 18.1% 164% 166 13.25% 3.9
FVSAZ
4367
Flossbach von Storch AG Zurich
Switzerland
$108M – – 13.4% – 25 – 0
RMSCM
4368
R.M. Sincerbeaux Capital Management
New York
$108M -$15.5M -13% 13.5% 76.4% 57 14.04% 4
DSA
4369
Droms Strauss Advisors
Missouri
$108M – – 14.2% 68.7% 33 – 0
UCMOK
4370
United Capital Management of KS
Kansas
$108M -$16.5M -13% 11.7% 272% 119 15.97% 0.2
HA
4371
Havens Advisors
New York
$108M -$36.6M -25% 9.56% 460% 51 70.59% 0.3
CCC
4372
Cincinnati Casualty Company
Ohio
$108M -$13.6M -11% 10.5% 56% 27 14.81% 3.6
HWA
4373
Hillcrest Wealth Advisors
New Jersey
$108M – – 12.7% 55% 42 – 0
CT
4374
Clearstead Trust
Maine
$108M -$22.8M -17% 9.94% 111% 249 27.31% 1
LIC
4375
Laurus Investment Counsel
Canada
$107M -$32.1M -23% 17.9% 14.1% 32 12.5% 0.9