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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
JWM
4476
Jeppson Wealth Management
California
$262M +$4.39M +2% 4.24% 77.2% 217 9.68%
IHWM
4477
Iron Horse Wealth Management
Iowa
$262M +$8.86M +4% 0.04% 29.1% 496 10.69%
CPWA
4478
Cerro Pacific Wealth Advisors
California
$262M 4.25% 149
WIC
4479
WealthBridge Investment Counsel
Alberta, Canada
$261M -$8.09M -3% 0.92% 92.5% 44 2.27%
BA
4480
Bard Associates
Illinois
$261M -$16.8M -6% 0.91% 200% 179 5.59%
AFGAS
4481
Allegiance Financial Group Advisory Services
Virginia
$261M +$16.8M +7% 0.56% 62.6% 74 6.76%
AIM
4482
Anatole Investment Management
Hong Kong
$261M -$62.6M -19% 9.71% 1,629% 11 63.64%
BBWA
4483
Bell & Brown Wealth Advisors
California
$261M +$27.4M +12% 2.6% 72 9.72%
SFP
4484
Sandbox Financial Partners
Maryland
$261M +$22.8M +10% 6.24% 69.6% 103 11.65%
PAM
4485
Pegasus Asset Management
New York
$261M +$2.57M +1% 3.42% 82% 73 8.22%
ACM
4486
Allred Capital Management
Texas
$261M +$4.74M +2% 2.09% 58.6% 175 5.14%
BLAM
4487
Bourne Lent Asset Management
New York
$261M +$12.8M +5% 7.57% 76.1% 63 3.17%
MCF
4488
MKA Charitable Fund
California
$261M -$27.9M -10% 8.08% 1 0%
SA
4489
Sicart Associates
New York
$261M -$12.4M -5% 0.53% 89.1% 79 12.66%
MC
4490
McCarthy & Cox
Ohio
$261M -$4.22M -2% 0.31% 54 14.81%
BFA
4491
Bill Few Associates
Pennsylvania
$261M +$14M +6% 3.77% 81.8% 181 11.05%
SR
4492
Swiss Re
Switzerland
$260M -$238M -48% 4.56% 2 0%
SPG
4493
Snow Phipps Group
New York
$260M -$30.6M -11% 0.06% 89.2% 2 0%
FCG
4494
Fielder Capital Group
Tennessee
$260M +$36.4M +16% 4.31% 207 22.22%
SFS
4495
Stiles Financial Services
Minnesota
$260M +$10.4M +4% 4.35% 88.2% 187 8.56%
3CP
4496
3G Capital Partners
New York
$260M +$21.9M +9% 8.6% 190% 15 40%
TP
4497
Tranquility Partners
Tennessee
$260M +$1.18M +0.5% 1.75% 67.4% 216 5.56%
PCM
4498
Pennsylvania Capital Management
Pennsylvania
$260M +$17.1M +7% 7.5% 70.6% 90 8.89%
TP
4499
TenCore Partners
New York
$260M -$62.6M -19% 2% 64.8% 14 14.29%
NTCM
4500
Nine Ten Capital Management
Illinois
$260M -$68.6M -21% 4.92% 88.9% 13 23.08%