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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
JGIA
4351
Jackson Grant Investment Advisers
Connecticut
$228M +$10.2M +5% 5.74% 54.3% 382 6.28%
MSWMA
4352
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 5.6% 39.6% 67 13.43%
CPIA
4353
Cornell Pochily Investment Advisors
New York
$227M +$19M +9% 5.65% 83.7% 161 9.94%
DFA
4354
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 7.25% 96% 117 9.4%
JWM
4355
JFG Wealth Management
Colorado
$227M +$47.9M +27% 9.93% 65.2% 47 57.45%
SC
4356
Schulhoff & Co
Ohio
$227M +$8.47M +4% 3.21% 51.8% 118 1.69%
HAFS
4357
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 4.46% 58.5% 33 21.21%
OHSU
4358
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 8.45% 1 0%
PC
4359
Phoenician Capital
New York
$227M +$33.4M +17% 0.24% 41.1% 15 26.67%
PC
4360
PhiloSmith Capital
Connecticut
$227M -$4.06M -2% 2.6% 54% 32 9.38%
OPTFSNA
4361
Old Point Trust & Financial Services N A
Virginia
$226M +$11M +5% 5.29% 72.6% 73 8.22%
RFN
4362
RDA Financial Network
Iowa
$226M -$6.7M -3% 7.34% 82.1% 240 12.08%
SCA
4363
Stuart Chaussee & Associates
California
$226M -$33.3M -13% 6.99% 58.6% 308 53.9%
TA
4364
TA Associates
Massachusetts
$226M 0% 1
TCM
4365
Tuttle Capital Management
Connecticut
$226M -$27.1M -11% 4.99% 115% 437 85.58%
KDIA
4366
KPCB DGF III Associates
California
$226M 1.55% 1
MCA
4367
Magnolia Capital Advisors
Mississippi
$226M +$175M +347% 5.88% 78.7% 155 56.13%
WIC
4368
WealthBridge Investment Counsel
Alberta, Canada
$226M +$21.3M +10% 4.98% 92.5% 37 5.41%
GAAM
4369
Guinness Atkinson Asset Management
California
$226M +$23.5M +12% 10.3% 132% 94 3.19%
IBOK
4370
Independence Bank of Kentucky
Kentucky
$226M +$19.9M +10% 6.23% 80.6% 403 9.93%
BO
4371
Bank OZK
Arkansas
$226M +$8.44M +4% 5.95% 112% 127 4.72%
FA
4372
FC Advisory
Pennsylvania
$225M +$20M +10% 5.27% 42.9% 65 3.08%
DI
4373
DAGCO Inc
Ohio
$225M +$23.8M +12% 5.11% 66.5% 110 8.18%
MFM
4374
Mirsky Financial Management
New York
$225M +$9.7M +5% 3.86% 39.3% 47 4.26%
LWAM
4375
Legacy Wealth Asset Management
Minnesota
$225M +$8.54M +4% 7.06% 102% 306 7.52%