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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
JWM
5476
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 4.94% 85.9% 104 19.23%
KCM
5477
Kempner Capital Management
Texas
$195M +$6.78M +4% 3.55% 60.9% 54 12.96%
AA
5478
AJ Advisors
Tennessee
$195M +$14.2M +8% 5.89% 59.8% 34 2.94%
SOAG
5479
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 5.44% 20.1% 70 11.43%
RFA
5480
Register Financial Advisors
Georgia
$195M -$2.95M -1% 7.77% 126% 732 59.43%
TCG
5481
Transcendent Capital Group
Oklahoma
$195M +$21.3M +12% 5.54% 511 24.46%
SIA
5482
SGL Investment Advisors
Montana
$195M 7.33% 106
BBW
5483
Blue Barn Wealth
Utah
$195M +$15.2M +8% 4.95% 46.4% 163 19.63%
DF
5484
Dunhill Financial
United Kingdom
$195M +$33.6M +21% 5.8% 49% 982 24.34%
BAM
5485
Bellevue Asset Management
Washington
$195M +$13.6M +8% 3.71% 51% 472 4.87%
CI
5486
Chartist Inc
California
$195M +$1.84M +1% 11.9% 28 10.71%
DTC
5487
Davidson Trust Company
Washington
$195M +$49.5M +34% 7.05% 64.6% 159 13.21%
NPP
5488
New Potomac Partners
Maryland
$195M +$11.7M +6% 5.39% 37.2% 152 45.39%
DVF
5489
Discovery Value Fund
Singapore
$195M -$2.18M -1% 24.4% 207% 5 40%
KIG
5490
Kessler Investment Group
Indiana
$195M +$9.34M +5% 12% 218% 207 14.98%
PCM
5491
Perritt Capital Management
Illinois
$195M +$11.4M +6% 7.41% 80.9% 331 12.69%
AC
5492
Applied Capital
Arkansas
$194M +$20.2M +12% 6.02% 52.6% 47 21.28%
LJCM
5493
Lee Johnson Capital Management
Texas
$194M -$1.5M -0.8% 3.02% 71.1% 37 67.57%
BCM
5494
Brookmont Capital Management
Texas
$194M +$11.6M +6% 9.21% 36.6% 57 7.02%
PFA
5495
Peak Financial Advisors
Colorado
$194M +$20.2M +12% 3.51% 40.1% 93 43.01%
FCCM
5496
First City Capital Management
Georgia
$194M +$16.4M +9% 7.57% 76.5% 166 7.23%
DB
5497
Dravo Bay
Delaware
$194M +$14.3M +8% 5.7% 36.6% 55 29.09%
VP
5498
venBio Partners
California
$194M -$37.2M -16% 1.26% 648% 7 28.57%
IFA
5499
Interactive Financial Advisors
Illinois
$194M +$12.8M +7% 6.32% 37.7% 89 3.37%
MA
5500
Menlo Advisors
California
$194M +$14.1M +8% 8.46% 81.9% 33 15.15%