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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 Time
Held (Qtrs)
JAM
7276
Jacobs Asset Management
New York
$159M -$8.14M -5% 13.6% 114% 31 35.48% 9.9
JWM
7277
JP Wealth Management
South Carolina
$159M +$11.4M +8% 13% – 15 6.67% 5
CMMS
7278
Comprehensive Money Management Services
Florida
$159M +$6.41M +4% 3.91% – 207 10.14% 5.2
LA
7279
Lakeside Advisors
Washington
$159M +$9M +6% 7.7% 63.2% 69 11.59% 14.5
SG
7280
Stanich Group
New York
$159M +$27.6M +21% 18.4% – 55 20% 4.5
SFC
7281
Swisher Financial Concepts
Ohio
$159M -$20M -11% 12% – 112 13.39% 5.8
BWLSA
7282
Blue Water Life Science Advisors
California
$159M +$34M +27% 64.1% 503% 10 10% 9
ACP
7283
Argyle Capital Partners
California
$159M +$19.9M +14% 9.59% – 185 17.84% 4.6
CW
7284
Cooksen Wealth
Texas
$159M +$21M +15% 14.7% – 45 0% 9.4
AC
7285
Agman Capital
Nebraska
$159M +$33M +26% 28.9% – 19 5.26% 1.8
OI
7286
Overlook Investments
Cayman Islands
$159M -$60.8M -28% 10% – 2 50% 2
OC
7287
Oppenheimer & Close
New York
$159M -$107K -0.1% 5.43% 149% 61 14.75% 17.2
AWA
7288
AGH Wealth Advisors
Kansas
$158M +$22.6M +17% 19.7% – 137 16.06% 4.6
BTC
7289
Bank & Trust Company
Illinois
$158M +$10M +7% 12.2% – 310 4.19% 7.1
VFIA
7290
Virtus Fixed Income Advisers
Connecticut
$158M +$35.9M +29% 0.44% – 85 4.71% 0.9
CCA
7291
Collaborative Capital Advisors
New York
$158M – – 11.7% – 83 – 0
SF
7292
Seek First
California
$158M +$16.5M +12% 18.6% – 67 13.43% 4
FCM
7293
Flagship Capital Management
Pennsylvania
$158M +$22.3M +16% 17% – 50 4% 1.9
SCM
7294
Superstring Capital Management
New York
$158M +$18.4M +13% 40.7% – 43 44.19% 2.6
SWM
7295
Schwallier Wealth Management
Michigan
$158M +$21.4M +16% 11.4% – 73 26.03% 4.4
MA
7296
Minerva Advisors
Pennsylvania
$158M +$3.37M +2% 17.7% 166% 48 4.17% 34
BA
7297
Brightwater Advisory
Florida
$158M +$7.07M +5% 11% – 61 4.92% 8.7
KAM
7298
Kopion Asset Management
Texas
$158M +$29.7M +23% 27.1% 80.5% 21 4.76% 16.2
KCA
7299
Kastel Capital Advisors
Massachusetts
$158M -$4.79M -3% 7.22% – 60 13.33% 1.8
SWM
7300
Seed Wealth Management
Illinois
$158M +$12.6M +9% 11.1% 58.4% 109 18.35% 10.1