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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
JIC
5126
Juniper Investment Company
New York
$158M +$49K +0% 2.03% 387% 10 10%
LC
5127
Longitude (Cayman)
Cayman Islands
$157M +$25.6M +19% 5.94% 74 41.89%
SW
5128
StrongBox Wealth
Missouri
$157M -$1.42M -0.9% 2.51% 57.8% 87 10.34%
BMCM
5129
Burns Matteson Capital Management
New York
$157M -$5.73M -4% 4.07% 144% 180 47.22%
SIAM
5130
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 3.33% 37.8% 31 6.45%
PSIWM
5131
Paradigm Strategies in Wealth Management
Minnesota
$157M +$9.07M +6% 2.71% 37.9% 48 14.58%
DG
5132
Daventry Group
New York
$157M +$21.7M +16% 1.99% 12.7% 9 22.22%
TCOK
5133
Trust Company of Kansas
Kansas
$157M -$10.5M -6% 2.44% 87% 50 12%
VWM
5134
Vigilare Wealth Management
Arizona
$157M -$16.6M -10% 1.28% 56.9% 94 12.77%
CCC
5135
Cincinnati Casualty Company
Ohio
$157M -$8.18M -5% 4.44% 50.5% 26 0%
WPM
5136
Worldly Partners Management
Massachusetts
$157M -$18M -10% 11% 19.9% 4 0%
BWM
5137
Benchmark Wealth Management
Connecticut
$157M -$9.1M -5% 3.47% 42.7% 49 4.08%
BWM
5138
Baron Wealth Management
Michigan
$157M -$882K -0.6% 0.53% 86.8% 154 16.23%
CA
5139
Claris Advisors
Missouri
$157M +$12.2M +8% 1.87% 65.7% 50 14%
HB
5140
Horizon Bancorp
Indiana
$156M -$317K -0.2% 2.73% 22.7% 254 11.42%
LEFP
5141
Leading Edge Financial Planning
Tennessee
$156M +$3.33M +2% 3.58% 35.8% 74 17.57%
CP
5142
CPV Partners
Connecticut
$156M +$7.76M +5% 9.91% 149% 7 28.57%
FCA
5143
Fortis Capital Advisors
Kansas
$156M -$14.5M -8% 2.77% 111% 124 32.26%
MPM
5144
Mountaineer Partners Management
New York
$156M -$25.3M -14% 5.71% 151% 16 25%
HCM
5145
Hall Capital Management
Rhode Island
$156M -$21M -12% 3.71% 94 5.32%
SFPG
5146
Stonebridge Financial Planning Group
Florida
$156M -$8.18M -5% 3.29% 54.7% 142 10.56%
FOA
5147
Five Oceans Advisors
California
$156M +$586K +0.4% 2.06% 78.8% 161 9.94%
MSFP
5148
Mark Sheptoff Financial Planning
Connecticut
$156M -$19.5M -11% 5.6% 85.8% 408 10.05%
AWM
5149
AAF Wealth Management
Massachusetts
$156M -$6.71M -4% 3.92% 65.8% 51 17.65%
MMHP
5150
Murphy Middleton Hinkle & Parker
Georgia
$156M -$4.47M -3% 2.9% 61.7% 139 5.76%