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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 Avg Holding
Period (Yrs)
JCM
5476
JS Capital Management
New York
$199M +$3.05M +2% 1.56% 52.4% 1 0% 5.3
Parker Financial
5477
Parker Financial
Washington
$199M +$15.8M +9% 5.8% 45% 43 20.93% 1.6
Quad-Cities Investment Group
5478
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 6.43% 67.3% 189 9.52% 3.5
Independent Family Office
5479
Independent Family Office
New York
$199M +$23.9M +14% 7.69% 68.4% 76 15.79% 3
PHM
5480
Prospect Hill Management
New Jersey
$199M +$17M +9% 10.7% 85.1% 17 17.65% 2.9
Trueblood Wealth Management
5481
Trueblood Wealth Management
Ohio
$199M +$22M +12% 8.46% 89.9% 236 9.75% 0.7
Peirce Capital Management
5482
Peirce Capital Management
Texas
$199M +$10.3M +5% 6.54% 56.6% 37 5.41% 0.7
TCFG Wealth Management
5483
TCFG Wealth Management
California
$199M – – 5.4% – 222 – 0
Cook Wealth
5484
Cook Wealth
North Carolina
$199M +$14M +8% 6.24% 7.36% 57 7.02% 1.6
WIA
5485
Wetzel Investment Advisors
Indiana
$199M +$24M +14% 5.7% 72.2% 953 87.72% 0.7
Oakcliff Capital Partners
5486
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 15.2% 133% 10 10% 4.7
Abbot Financial Management
5487
Abbot Financial Management
Massachusetts
$199M +$12M +6% 5.96% 102% 128 1.56% 5
RHS Financial
5488
RHS Financial
California
$199M +$35.2M +22% 5.8% 65.6% 138 46.38% 1.8
Leicht Financial Planning & Wealth Management
5489
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 5.71% 46.3% 20 10% 2.6
Hapanowicz & Associates Financial Services
5490
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$23.5M +13% 6.56% 65% 32 15.63% 3.2
Robbins Farley
5491
Robbins Farley
New Hampshire
$199M +$10.4M +6% 5.22% 106% 172 12.79% 2.1
Findell Capital Management
5492
Findell Capital Management
New York
$199M -$8.78M -4% 6.37% – 24 37.5% 0.4
Lindenwold Advisors
5493
Lindenwold Advisors
Pennsylvania
$199M +$11.2M +6% 6.15% 75% 118 7.63% 2
DCM Advisors
5494
DCM Advisors
New York
$199M +$9.15M +5% 7.68% 99.3% 55 12.73% 2.5
AAF Wealth Management
5495
AAF Wealth Management
Massachusetts
$198M +$5.42M +3% 6.18% 75.1% 49 16.33% 2.2
Nalanda India Fund
5496
Nalanda India Fund
Mauritius
$198M +$791K +0.4% 0.4% 15.3% 1 0% 5.8
Gables Capital Management
5497
Gables Capital Management
Florida
$198M +$6.88M +4% 7.71% 151% 454 14.32% 3.7
Peninsula Asset Management
5498
Peninsula Asset Management
Florida
$198M +$16.4M +9% 10.4% 44.1% 43 0% 8.3
Svenska Handelsbanken
5499
Svenska Handelsbanken
Sweden
$198M -$161M -45% 6.14% – 17 88.24% 0.1
Avaii Wealth Management
5500
Avaii Wealth Management
Wisconsin
$198M +$17.7M +10% 4.73% 100% 159 29.56% 1.5