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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
IAMOG
4801
Investors Asset Management of Georgia
Georgia
$148M -$1.39M -0.9% 14.9% 113% 150 12.67%
JIC
4802
JRM Investment Counsel
Nebraska
$148M +$2.78M +2% 13.3% 61.2% 18 11.11%
MWM
4803
MBE Wealth Management
Wisconsin
$148M +$28.9M +24% 10.4% 60.9% 59 25.42%
NU
4804
Northwestern University
Illinois
$148M -$18M -11% 8.53% 31.6% 5 40%
TWS
4805
Thomas W. Smith
$148M -$13M -8% 2.07% 8 0%
DJYG
4806
David J. Yvars Group
Florida
$148M 12.8% 125% 79
LFPWM
4807
Leicht Financial Planning & Wealth Management
New Jersey
$148M +$12.9M +10% 8.75% 46.3% 21 4.76%
SC
4808
Soundwatch Capital
Connecticut
$147M -$161M -52% 11.9% 59.2% 26 11.54%
FFG
4809
Fullen Financial Group
Ohio
$147M +$16.2M +12% 11.4% 28.4% 56 1.79%
YU
4810
Yale University
Connecticut
$147M +$115M +351% 13.8% 41.5% 14 78.57%
LC
4811
Landaas & Company
Wisconsin
$147M +$15.4M +12% 13.3% 60.3% 64 14.06%
BFA
4812
Brendel Financial Advisors
New Hampshire
$147M +$22.1M +18% 25.3% 110% 94 35.11%
MFG
4813
Monte Financial Group
Connecticut
$147M +$14.7M +11% 15.5% 55% 63 12.7%
IPAM
4814
ICICI Prudential Asset Management
India
$147M 13.1% 36.9% 45
RW
4815
Rede Wealth
Virginia
$147M 9.51% 80.5% 92
KFS
4816
Kelly Financial Services
Massachusetts
$147M +$7.55M +5% 11.2% 58.4% 627 10.69%
KCM
4817
Knoll Capital Management
Florida
$147M +$24.7M +20% 21.1% 269% 31 3.23%
SICM
4818
Sustainable Insight Capital Management
New York
$147M 17.1% 106% 111
GWM
4819
Gray Wealth Management
Maine
$147M +$18.9M +15% 10.2% 22.1% 106 10.38%
HSWM
4820
Hubbell Strickland Wealth Management
Louisiana
$146M +$18M +14% 12.7% 49.2% 59 1.69%
HA
4821
HC Advisors
Georgia
$146M +$22.3M +18% 12.4% 55.2% 90 18.89%
CCC
4822
Cincinnati Casualty Company
Ohio
$146M +$18M +14% 15.3% 50.5% 25 4%
PBC
4823
Pavion Blue Capital
California
$146M +$16M +12% 15.1% 67.6% 95 13.68%
OAP
4824
One Advisory Partners
Kansas
$146M +$14.3M +11% 9.6% 54.2% 30 23.33%
CCM
4825
Cribstone Capital Management
Maine
$146M +$23.5M +19% 10.6% 22.4% 371 23.99%