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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
4801
Jackson Grant Investment Advisers
Connecticut
$300M -$4.21M -1% 0.5% 54.3% 400 1.75%
PAM
4802
Prodigy Asset Management
Nebraska
$300M +$14.7M +5% 3.12% 28 14.29%
CHJWM
4803
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$138K +0% 0.78% 58.2% 149 10.74%
I
4804
InterCapital
Texas
$299M +$15.4M +5% 17.4% 144 61.11%
GB
4805
Goepper Burkhardt
South Carolina
$299M -$7.64M -2% 2.83% 50.4% 106 11.32%
CG
4806
Corundum Group
Colorado
$299M +$1.2M +0.4% 0.15% 80.5% 122 18.85%
BIA
4807
BHK Investment Advisors
Alabama
$299M -$5.11M -2% 0.81% 54.6% 79 8.86%
JWS
4808
Juncture Wealth Strategies
Arizona
$299M -$4.6M -2% 0.65% 71.5% 146 17.12%
PWM
4809
Parkshore Wealth Management
California
$299M +$32.8M +12% 0.14% 71 5.63%
KWM
4810
Kaydan Wealth Management
Michigan
$299M -$46.5M -13% 0.7% 57.8% 117 11.11%
BFA
4811
Buttonwood Financial Advisors
Maryland
$299M -$1.13M -0.4% 1.65% 66.3% 109 5.5%
BBWP
4812
Beacon Bridge Wealth Partners
Pennsylvania
$299M -$2.24M -0.7% 1.94% 52% 107 14.02%
NI
4813
Nepsis Inc
Minnesota
$299M -$25.1M -8% 3.45% 116% 32 15.63%
TCM
4814
Tieton Capital Management
Washington
$299M +$6.22M +2% 5.54% 172% 37 10.81%
AAI
4815
American Assets Inc
California
$298M -$17.5M -6% 8.03% 63.2% 33 36.36%
TCMV
4816
Technology Crossover Management VIII
California
$298M -$112M -27% 25.2% 77.9% 5 0%
MA
4817
MKT Advisors
California
$298M +$5.22M +2% 1.71% 49.2% 165 6.06%
JA
4818
JVL Associates
Michigan
$298M -$8.97M -3% 3.29% 73.3% 66 9.09%
CC
4819
Congruence Capital
California
$298M +$26.3M +10% 9.38% 44 63.64%
LAM
4820
Lynch Asset Management
Pennsylvania
$298M -$19.9M -6% 6.14% 190% 53 5.66%
CAM
4821
CPA Asset Management
Florida
$298M +$13.2M +5% 0.71% 48.8% 108 10.19%
BI
4822
Berkeley Inc
Idaho
$298M -$16.4M -5% 3.46% 40.9% 83 7.23%
HWM
4823
Hassell Wealth Management
Louisiana
$298M -$1.01M -0.3% 0.33% 46.3% 29 13.79%
RFG
4824
Range Financial Group
Oregon
$298M +$8.97M +3% 6.81% 188% 216 21.76%
AWM
4825
Act Wealth Management
Texas
$298M -$7.91M -3% 1.58% 66.7% 66 13.64%