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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)
JCP
5826
Jennifer C. Price
$150M -$22.8M -13% 3.07% – 52 11.54% 1.1
CoreFirst Bank & Trust
5827
CoreFirst Bank & Trust
Kansas
$150M +$9.6M +7% 8.63% 61.4% 403 10.42% 2.3
RE Dickinson Investment Advisors
5828
RE Dickinson Investment Advisors
Iowa
$150M +$7.88M +6% 9.92% 2.24% 291 21.65% 1.7
Muzinich & Co
5829
Muzinich & Co
New York
$150M +$6.23M +4% 2.7% 13.5% 84 46.43% 3.9
Goldstream Capital Management
5830
Goldstream Capital Management
Hong Kong
$150M +$23.4M +18% 15.6% 686% 59 59.32% 0.7
SFG Wealth Management
5831
SFG Wealth Management
Maryland
$150M +$24.4M +19% 11.9% 86.3% 102 20.59% 1.2
AA Financial Advisors
5832
AA Financial Advisors
Ohio
$150M – – 8.83% 68.8% 63 – 0
Blue Square Asset Management
5833
Blue Square Asset Management
New York
$150M +$14.4M +11% 12% 117% 84 20.24% 1
Western Standard LLC
5834
Western Standard LLC
California
$150M +$39.5M +36% 8.85% 83.7% 39 48.72% 0.8
Plum Street Advisors
5835
Plum Street Advisors
Louisiana
$150M – – 9.15% – 59 – 0
II
5836
Ironclad Investments
Florida
$150M – – 11.2% – 3 – 0
Panview Asian Equity Master Fund
5837
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.1M +124% 11.1% 145% 11 45.45% 0.5
Transcendent Capital Group
5838
Transcendent Capital Group
Oklahoma
$150M – – 10.2% 82.3% 338 – 0
Trivant Custom Portfolio Group
5839
Trivant Custom Portfolio Group
California
$150M +$14M +10% 12.1% 86.1% 228 20.61% 0.6
TCM
5840
TAM Capital Management
Connecticut
$150M -$1.64M -1% 14.7% 4.15% 19 57.89% 0.7
Unique Wealth Strategies
5841
Unique Wealth Strategies
Illinois
$150M – – 11.2% 96.9% 133 – 0
Cresta Advisors
5842
Cresta Advisors
Texas
$150M +$20.8M +16% 11.4% 66.8% 53 13.21% 0.8
Novak & Powell Financial Services
5843
Novak & Powell Financial Services
Florida
$150M – – 11.5% – 150 – 0
Family Asset Management
5844
Family Asset Management
South Carolina
$150M +$14.3M +11% 9.57% – 205 20.98% 0.8
Shared Vision Wealth Group
5845
Shared Vision Wealth Group
United States
$150M – – 10.1% – 77 – 0
ECM
5846
EMC Capital Management
Texas
$150M +$13.5M +10% 14.8% – 291 5.15% 1.6
FinDec Wealth Services
5847
FinDec Wealth Services
California
$150M +$11.2M +8% 9.5% 52.7% 49 22.45% 0.8
Peak Financial Advisors
5848
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 8.72% 39.1% 77 40.26% 0.8
Northland Capital Management
5849
Northland Capital Management
Minnesota
$150M +$1.84M +1% 7.25% 37.5% 34 11.76% 1
Western Financial Corp
5850
Western Financial Corp
California
$150M +$13.1M +10% 14.3% 275% 116 14.66% 1.3