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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
5501
Juniper Investment Company
New York
$115M -$44.1M -28% 26.5% 387% 10 0%
AFS
5502
AFG Fiduciary Services
Massachusetts
$115M -$27.1M -19% 14.2% 61.9% 98 31.63%
WIM
5503
Wilen Investment Management
Florida
$115M -$17.5M -13% 9.54% 79.9% 93 5.38%
APC
5504
Asset Planning Corporation
Tennessee
$115M +$555K +0.5% 9.9% 44.5% 36 11.11%
RF
5505
Resolute Financial
Massachusetts
$115M -$7.87M -6% 10.6% 133 25.56%
CSIA
5506
Carl Stuart Investment Advisor
Texas
$115M -$1.26B -92% 14.6% 78.6% 97 75.26%
GIM
5507
Guardian Investment Management
California
$115M -$13.8M -11% 13% 89.7% 59 6.78%
BFA
5508
Brendel Financial Advisors
New Hampshire
$115M -$69.1M -38% 8.03% 110% 123 34.96%
FCM
5509
Fairbanks Capital Management
California
$115M -$19.7M -15% 12.7% 69.4% 52 7.69%
RTC
5510
Riverview Trust Company
Washington
$115M -$20.1M -15% 13.5% 67.6% 904 42.37%
JHA
5511
Jackson Hill Advisors
Texas
$115M -$43.2M -27% 24.2% 79.4% 11 18.18%
BC
5512
Bowman & Company
Wisconsin
$115M -$15.4M -12% 12.8% 59.7% 89 16.85%
PU
5513
Petiole USA
New York
$114M -$14.6M -11% 11.6% 74.9% 43 13.95%
WMP
5514
Wealth Management Partners
Arizona
$114M -$25.9M -18% 16.9% 179% 122 30.33%
BDFN
5515
Bond & Devick Financial Network
Minnesota
$114M -$10.7M -9% 11.1% 41.2% 111 9.01%
MAG
5516
MRA Advisory Group
New Jersey
$114M -$17.4M -13% 10.4% 84.5% 123 23.58%
PSB
5517
Piscataqua Savings Bank
New Hampshire
$114M -$26.3M -19% 11.7% 85.5% 366 10.38%
AIFAIM
5518
American Institute for Advanced Investment Management
Arizona
$114M -$23.6M -17% 12.4% 72.8% 128 18.75%
NIP
5519
Norwood Investment Partners
California
$114M -$49.3M -30% 16.6% 22.2% 12 41.67%
DCM
5520
Dean Capital Management
Kansas
$114M -$923K -0.8% 4.61% 57.7% 83 19.28%
GCWM
5521
Graham Capital Wealth Management
District of Columbia
$114M +$1.6M +1% 3.42% 41.6% 132 44.7%
MFG
5522
MTM Financial Group
Pennsylvania
$114M +$18.5M +19% 7.83% 30.2% 51 11.76%
KIG
5523
Kessler Investment Group
Indiana
$114M -$58.3M -34% 16.1% 218% 196 16.84%
WF
5524
Wayfinding Financial
Washington
$114M -$5.78M -5% 13.4% 58.7% 89 20.22%
EECFI
5525
EnCap Energy Capital Fund IX
Texas
$114M -$120M -51% 11.4% 69.2% 3 33.33%