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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
FP
4626
Financial Perspectives
Minnesota
$211M +$13M +7% 6.47% 87.8% 684 11.26%
NVCHI
4627
New Vernon Capital Holdings II
New Jersey
$211M -$12.1M -5% 6.86% 78.2% 20 30%
LD
4628
Lipe & Dalton
New York
$211M +$16.8M +9% 9.2% 89.6% 110 5.45%
JCM
4629
Jacobsen Capital Management
Utah
$211M +$13.3M +7% 6.89% 67.2% 54 3.7%
RIP
4630
Rhino Investment Partners
Pennsylvania
$211M +$13M +7% 4.04% 65.9% 46 32.61%
BWM
4631
BNC Wealth Management
Oregon
$211M +$42.7M +25% 12% 193% 132 36.36%
TW
4632
Towerpoint Wealth
California
$211M +$10.5M +5% 4.39% 62.4% 87 12.64%
MPCG
4633
Matrix Private Capital Group
New York
$211M +$20.9M +11% 6.75% 56% 273 14.29%
TA
4634
Trellis Advisors
Washington
$211M +$16.5M +8% 7.57% 23.3% 87 10.34%
NCM
4635
Northwest Capital Management
Oregon
$211M +$18.9M +10% 4.66% 57% 105 20%
MWM
4636
Marion Wealth Management
Pennsylvania
$211M 4.47% 46% 99
SAM
4637
Selway Asset Management
$211M +$27.9M +15% 13.8% 36.5% 77 11.69%
GP
4638
Geneva Partners
Wisconsin
$211M -$280K -0.1% 10.9% 252% 114 41.23%
LIM
4639
Lagoda Investment Management
New York
$211M +$10.2M +5% 8.38% 193% 39 2.56%
WCAMG
4640
Woodard & Company Asset Management Group
North Carolina
$211M +$49M +30% 10.3% 65.2% 110 17.27%
KCM
4641
Kendall Capital Management
Maryland
$211M +$25.7M +14% 9.12% 84.4% 170 14.12%
PAM
4642
Peninsula Asset Management
Florida
$211M +$15.9M +8% 12.8% 41.8% 47 4.26%
MIM
4643
MTM Investment Management
South Carolina
$210M +$26.3M +14% 11.2% 71.7% 297 12.79%
GCGDR
4644
Geo Capital Gestora de Recursos
Brazil
$210M -$8.51M -4% 2.97% 30.7% 49 10.2%
JWS
4645
Juncture Wealth Strategies
Arizona
$210M +$20.6M +11% 5.23% 71.5% 143 28.67%
IAMOG
4646
Investors Asset Management of Georgia
Georgia
$210M +$17.5M +9% 9.18% 113% 178 6.18%
GWA
4647
Geometric Wealth Advisors
District of Columbia
$210M 5.54% 51.9% 21
WCAU
4648
Working Capital Advisors (UK)
United Kingdom
$210M -$152M -42% 52.6% 26.8% 1 0%
BSA
4649
Bull Street Advisors
Georgia
$210M +$15.8M +8% 8.61% 41.9% 96 3.13%
SC
4650
SkyKnight Capital
California
$210M 4.44% 1.58% 3