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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)
RHIG
7476
R.H. Investment Group
Arizona
$109M +$5.13M +5% 0.14% – 31 3.23% 1.9
NBWM
7477
North Berkeley Wealth Management
California
$109M +$13M +13% 7.89% – 70 21.43% 1.7
JCM
7478
JS Capital Management
New York
$109M -$56.5M -34% 34.1% 52.4% 1 0% 24
CPA
7479
Compass Planning Associates
Massachusetts
$109M +$10M +10% 6.51% – 131 5.34% 2
LSC
7480
Lesa Sroufe & Co
Washington
$109M +$8.66M +9% 11.8% – 74 10.81% 20.2
SCM
7481
Stadium Capital Management
Connecticut
$109M -$521K -0.5% 1.82% 10.9% 10 40% 7.1
NPAN
7482
Northeast Planning Associates NH
New Hampshire
$109M -$11.9M -10% 5.48% – 51 17.65% 1.5
QAM
7483
QSM Asset Management
United Kingdom
$109M -$24.6M -18% 3.64% – 21 33.33% 1.5
RCA
7484
Runnymede Capital Advisors
Ohio
$109M +$4.26M +4% 21.1% – 299 77.93% 2
MWML
7485
M Wealth Management LLC
California
$108M +$1.1M +1% 5.03% – 49 12.24% 1.8
AAM
7486
American Asset Management
Florida
$108M +$7.88M +8% 6.6% 42.5% 29 27.59% 7.5
LWM
7487
Lionshead Wealth Management
New York
$108M +$12.1M +13% 10% – 99 18.18% 1.7
MFG
7488
Mustico Financial Group
New York
$108M – – 6.73% – 32 – 0
FFG
7489
Floyd Financial Group
Missouri
$108M -$2.35M -2% 21.5% – 62 29.03% 1.7
JPT
7490
Jordan Park Trust
New Hampshire
$108M +$2.29M +2% 4.46% – 13 15.38% 1.7
PP
7491
Praetorian PR
Puerto Rico
$108M -$123M -53% 26% 80.3% 27 70.37% 5.2
TCM
7492
Traub Capital Management
Massachusetts
$108M – – 6.15% – 550 – 0
AGFVA
7493
Accel Growth Fund V Associates
California
$108M +$38.4M +55% 55.1% 1.17% 2 0% 16.5
PCM
7494
Park Capital Management
Wisconsin
$108M +$22.4M +26% 15.6% – 79 30.38% 1.4
FC
7495
Fjell Capital
North Dakota
$108M +$9.24M +9% 11.4% – 55 10.91% 1.8
SNPAM
7496
St. Nicholas Private Asset Management
Florida
$108M +$2.32M +2% 5.1% – 38 5.26% 2
LAII
7497
LM Asset (IM) Inc
British Columbia, Canada
$108M +$10.2M +11% 9.18% – 12 25% 1.5
KC
7498
Katamaran Capital
United Kingdom
$108M +$29.9M +38% 18.2% – 40 60% 1
MSA
7499
Marathon Strategic Advisors
Pennsylvania
$108M +$14.6M +16% 10.3% – 41 12.2% 4.2
KAM
7500
Kraft Asset Management
Tennessee
$108M -$1.69M -2% 6.61% 41% 48 18.75% 9.1