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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
PWM
5326
Pacific Wealth Management
California
$196M +$21.2M +12% 1.81% 68.9% 27 40.74%
JCM
5327
JS Capital Management
New York
$196M -$44M -18% 18.3% 52.4% 1 0%
FFC
5328
First Financial Corp
Indiana
$196M -$696K -0.4% 2.04% 88.3% 561 18.36%
ACM
5329
Ayrshire Capital Management
Connecticut
$196M +$11.4M +6% 2.91% 78.4% 48 4.17%
LC
5330
Littlejohn & Co
Connecticut
$196M +$40.2M +26% 7.23% 56.2% 37 27.03%
BA
5331
Bluesphere Advisors
Pennsylvania
$196M +$15.7M +9% 6.44% 93.4% 106 20.75%
VCM
5332
Verger Capital Management
North Carolina
$196M +$420K +0.2% 1.33% 53.1% 13 0%
SSWM
5333
Strait & Sound Wealth Management
California
$196M +$17.2M +10% 5.43% 74% 157 26.11%
BFS
5334
Burrus Financial Services
Utah
$196M +$778K +0.4% 0.31% 30.2% 10 10%
IPA
5335
Investment Planning Advisors
Georgia
$196M 0.99% 59
LJCM
5336
Lee Johnson Capital Management
Texas
$196M +$3.55M +2% 0.37% 118% 24 45.83%
AGP
5337
Autumn Glory Partners
Texas
$196M -$8.5M -4% 1.64% 69.5% 180 11.11%
SI
5338
Sapience Investments
California
$196M -$106M -35% 0.04% 54.9% 90 11.11%
RFG
5339
Range Financial Group
Oregon
$196M +$3.27M +2% 2.72% 188% 202 26.73%
ITB
5340
Idaho Trust Bank
Idaho
$196M +$92.1M +89% 0.44% 47.5% 157 91.72%
FZCM
5341
Flynn Zito Capital Management
New York
$196M +$2M +1% 4.07% 97.3% 124 15.32%
MA
5342
MBA Advisors
Pennsylvania
$196M +$2.15M +1% 1.87% 58.3% 132 9.09%
FWM
5343
Fortress Wealth Management
California
$196M +$1.47M +0.8% 0.2% 52.1% 69 2.9%
BIA
5344
Beacon Investment Advisors
Maryland
$195M +$20M +11% 0.46% 96.4% 151 11.92%
EC
5345
Eaton-Cambridge
Arizona
$195M +$7.63M +4% 1.24% 30 0%
GCC
5346
Game Creek Capital
Massachusetts
$195M -$13.5M -6% 1.56% 176% 74 27.03%
LI
5347
Latigo Investments
Florida
$195M +$255K +0.1% 0.25% 56.6% 20 0%
MA
5348
Mudita Advisors
United Kingdom
$195M +$27.4M +16% 3.35% 143% 19 21.05%
JPLA
5349
Joseph P. Lucia & Associates
New York
$195M +$8.55M +5% 2.97% 74.3% 129 10.08%
PBRA
5350
Pine Brook Road Advisors
New York
$195M -$51.5M -21% 12% 3 0%