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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
MIM
6001
Monashee Investment Management
Massachusetts
$201M -$75.4M -27% 37.8% 520% 107 89.72%
AFTS
6002
American Financial & Tax Strategies
New York
$200M +$6.83M +4% 5.48% 94 4.26%
HI
6003
Harrington Investments
California
$200M +$11.3M +6% 9.01% 92.5% 85 2.35%
LHA
6004
Little Harbor Advisors
Massachusetts
$200M +$31.6M +19% 6.62% 59% 8 12.5%
IC
6005
Innealta Capital
Texas
$200M +$10.5M +6% 7.21% 63.7% 125 31.2%
FM
6006
Freemont Management
Switzerland
$200M -$467M -70% 21.9% 113% 114 23.68%
BOJHT
6007
Bank of Jackson Hole Trust
Wyoming
$200M +$23.6M +13% 8.51% 471 9.77%
CB
6008
Chris Bulman
California
$200M +$24.3M +14% 7% 152 27.63%
DRD
6009
Dennis R. Delaney
$200M +$4.92M +3% 6.72% 84.3% 50 4%
LPCM
6010
Lynwood Price Capital Management
Texas
$200M -$1.53M -0.8% 0.1% 16 18.75%
RF
6011
Rubicon Founders
Tennessee
$199M -$13.3M -6% 1.97% 3 0%
Axa
6012
Axa
France
$199M -$34.6B -99% 8.53% 101% 1,077 94.34%
UI
6013
Unconventional Investor
New Hampshire
$199M +$18.5M +10% 6.84% 62.7% 46 15.22%
GCCM
6014
Gate City Capital Management
Illinois
$199M +$31.4M +19% 15% 17 17.65%
SNBOSD
6015
Security National Bank of So Dak
Iowa
$199M +$15.4M +8% 10.6% 58.9% 115 8.7%
LFA
6016
Lauterbach Financial Advisors
Texas
$199M +$17.1M +9% 7.89% 71.2% 84 5.95%
MWM
6017
MOKAN Wealth Management
Kansas
$199M +$19.9M +11% 6.69% 103 24.27%
MCM
6018
McDonough Capital Management
Florida
$199M +$20.3M +11% 12.4% 98.1% 54 9.26%
BAM
6019
Beaumont Asset Management
Texas
$199M +$12.5M +7% 7.17% 64.3% 73 17.81%
MWM
6020
Maripau Wealth Management
Indiana
$199M +$170K +0.1% 6.19% 55.6% 166 21.08%
CCM
6021
Ciovacco Capital Management
Georgia
$199M +$14.8M +8% 9.12% 88.5% 31 29.03%
PWM
6022
Pacific Wealth Management
California
$199M -$3.94M -2% 7.35% 68.9% 26 26.92%
LI
6023
Latigo Investments
Florida
$198M +$4.23M +2% 7.05% 56.6% 15 6.67%
GF
6024
GGM Financials
Ohio
$198M +$26.1M +15% 6.27% 229 73.8%
GPW
6025
Gray Private Wealth
Massachusetts
$198M +$12.3M +7% 7.75% 48 8.33%