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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
JIM
5451
JCP Investment Management
Texas
$142M +$23.4M +20% 12.2% 94.7% 20 45%
NFP
5452
NorthLanding Financial Partners
New York
$142M +$2.72M +2% 5.38% 48.7% 68 11.76%
MRI
5453
Mad River Investors
Massachusetts
$142M -$30.5M -18% 11% 225% 27 18.52%
GWCM
5454
Godshalk Welsh Capital Management
Pennsylvania
$142M +$4.56M +3% 3.62% 61.1% 119 5.88%
NECFA
5455
New England Capital Financial Advisors
Connecticut
$142M +$531K +0.4% 6.07% 55.6% 452 5.75%
LHCM
5456
Lloyd Harbor Capital Management
New York
$142M 4.62% 144% 16
HG
5457
Herbst Group
Connecticut
$142M +$17.9M +14% 8.91% 139% 73 6.85%
MA
5458
Mezzasalma Advisors
New Jersey
$141M +$26.8M +23% 24.6% 194% 90 11.11%
PIAS
5459
PCA Investment Advisory Services
Ohio
$141M 5.95% 63.7% 114
EWG
5460
Executive Wealth Group
Washington
$141M +$10.3M +8% 7.16% 14.9% 45 4.44%
BWM
5461
Baron Wealth Management
Michigan
$141M +$10.8M +8% 6.46% 86.8% 149 18.79%
SCM
5462
Segra Capital Management
Florida
$141M +$4.9M +4% 5.52% 37.2% 8 25%
ANHIM
5463
Alan N. Hoffman Investment Management
Massachusetts
$141M +$9.71M +7% 23.6% 76.8% 12 16.67%
PGDP
5464
Pragma Gestao de Patrimonio
Brazil
$141M -$3.43M -2% 13.5% 75.2% 18 22.22%
IWA
5465
IVC Wealth Advisors
Pennsylvania
$141M +$5.4M +4% 6.96% 70.8% 159 12.58%
OPOWM
5466
One Plus One Wealth Management
Florida
$141M -$1.81M -1% 4.18% 69.2% 99 22.22%
SPFA
5467
Summit Place Financial Advisors
New Jersey
$141M +$19.5M +16% 9.78% 95.2% 99 24.24%
FCG
5468
Financial Connections Group
California
$141M +$14M +11% 5.91% 44.4% 292 23.63%
GCA
5469
Genesee Capital Advisors
New York
$141M +$6.56M +5% 5.07% 101% 96 28.13%
HFCII
5470
H&F Corporate Investors IX
California
$141M +$52M +59% 58.6% 62.7% 1 0%
RWG
5471
Regal Wealth Group
California
$141M +$4.56M +3% 5.96% 17% 51 19.61%
LIM
5472
Lagoda Investment Management
New York
$141M -$7.44M -5% 1.24% 250% 43 6.98%
BM
5473
Brandywine Managers
Delaware
$141M +$112M +392% 7.5% 96.3% 49 26.53%
DIS
5474
Diversified Investment Strategies
Louisiana
$141M +$11.7M +9% 11.2% 86% 49 6.12%
SIAS
5475
Summit Investment Advisory Services
Minnesota
$140M +$57.9M +70% 5.38% 68.3% 54 7.41%