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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 Avg Holding
Period (Yrs)
BHCM
4726
Boulder Hill Capital Management
New York
$243M +$56.2M +30% 14.4% – 166 79.52% 0.1
Evexia Wealth
4727
Evexia Wealth
Wisconsin
$243M +$6.23M +3% 10.9% 95% 59 6.78% 0.7
Joule Financial
4728
Joule Financial
Kentucky
$243M +$27.5M +13% 5.22% 55.5% 119 21.85% 1.2
Pennsylvania Capital Management
4729
Pennsylvania Capital Management
Pennsylvania
$243M -$9.43M -4% 8.72% 90.8% 93 11.83% 2.6
JVL Associates
4730
JVL Associates
Michigan
$243M +$21.5M +10% 7.84% 81% 53 18.87% 3.3
Harmony Asset Management
4731
Harmony Asset Management
Arizona
$243M +$6.02M +3% 18.2% 138% 159 25.16% 0.2
JCIC Asset Management
4732
JCIC Asset Management
Ontario, Canada
$243M +$18.4M +8% 9.86% – 111 4.5% 4.2
DCM Advisors
4733
DCM Advisors
New York
$243M -$36.5M -13% 13.6% 99.3% 117 37.61% 2.1
MTM Investment Management
4734
MTM Investment Management
South Carolina
$242M +$23.6M +11% 10.8% 87.7% 301 19.27% 2.3
Morton Brown Family Wealth
4735
Morton Brown Family Wealth
Pennsylvania
$242M +$14M +6% 4.76% 54.5% 303 34.32% 1.5
Miller Equity Capital Advisors
4736
Miller Equity Capital Advisors
Texas
$242M +$20.9M +9% 7.98% 23.7% 56 7.14% 3.3
Eos Management LP
4737
Eos Management LP
New York
$242M +$16.2M +7% 10.9% 149% 47 29.79% 2.9
Convergence Financial
4738
Convergence Financial
Missouri
$242M +$18.2M +8% 5.99% 70.6% 53 35.85% 1
Almitas Capital
4739
Almitas Capital
California
$242M -$48.2M -17% 5.37% 86.1% 121 47.93% 1
Constellation Investimentos e Participacoes
4740
Constellation Investimentos e Participacoes
Brazil
$242M -$42M -15% 9.2% 172% 12 66.67% 0.8
Carmel Capital Partners
4741
Carmel Capital Partners
California
$242M +$46M +24% 7.46% 65.9% 171 19.88% 1.3
Investment Advisory Group
4742
Investment Advisory Group
Massachusetts
$242M +$24.3M +11% 7.19% 61.6% 163 12.88% 1.7
BWM
4743
Brown Wealth Management
Illinois
$242M +$15.8M +7% 5.15% 51.2% 99 19.19% 0.6
Integral Investment Advisors
4744
Integral Investment Advisors
California
$242M +$84.8M +54% 6.07% 69% 147 43.54% 1
MAM
4745
Mystic Asset Management
Rhode Island
$242M +$32.5M +16% 12.6% 114% 166 4.82% 1.8
Bishop & Co Investment Management
4746
Bishop & Co Investment Management
Pennsylvania
$242M +$3.9M +2% 6.61% 53.7% 26 11.54% 5.8
Capasso Planning Partners
4747
Capasso Planning Partners
South Carolina
$241M +$27.2M +13% 6.63% 51.6% 113 13.27% 1.5
FP
4748
FFG Partners
Florida
$241M +$53.8M +29% 22.2% 277% 33 24.24% 0.2
IronBridge Private Wealth
4749
IronBridge Private Wealth
Texas
$241M +$36.1M +18% 24.2% 143% 48 12.5% 1.1
Kelleher Financial Advisors
4750
Kelleher Financial Advisors
New York
$241M +$28.2M +13% 11.6% 80.3% 127 18.11% 3.9