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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
PCP
8126
Pacific Capital Partners
$116M +$14.2M +14% 24.6% 49.8% 48 37.5%
JBC
8127
Jefferson Bridge Capital
Tennessee
$115M +$14.7M +15% 22.4% 54 3.7%
IIWM
8128
Investment Insight Wealth Management
New York
$115M +$22.7M +24% 26.9% 44 18.18%
JBI
8129
John Boyer Inc
Florida
$115M +$15.3M +15% 15.8% 42 9.52%
BWM
8130
Bluebird Wealth Management
Massachusetts
$115M +$17.7M +18% 30.6% 97 28.87%
VFM
8131
Vision Financial Markets
Connecticut
$115M +$12.8M +12% 11.3% 439 9.11%
TY
8132
Titiun Yejiel
$115M +$16M +16% 36.1% 63 46.03%
NWP
8133
Noble Wealth Partners
Colorado
$115M 10.9% 76
MFS
8134
Montgomery Financial Services
Maryland
$115M 10.3% 334
ABLA
8135
Alan B. Lancz & Associates
Ohio
$115M +$11.9M +12% 19.2% 145 15.86%
PAS
8136
Parsonex Advisory Services
Colorado
$115M +$12.7M +12% 20.4% 59 20.34%
UWM
8137
Urban Wealth Management
California
$115M +$17M +17% 20% 120 33.33%
TFP
8138
Townsend Financial Planning
Kentucky
$115M +$11.4M +11% 9.01% 30 3.33%
SNPAM
8139
St. Nicholas Private Asset Management
Florida
$115M +$7.82M +7% 9.72% 38 13.16%
CWGL
8140
Cedrus Wealth Group LLC
Minnesota
$115M +$24.7M +27% 4.13% 66 50%
RHCA
8141
Rosenthal Henry Capital Advisors
Indiana
$114M +$12.1M +12% 14.3% 91.9% 52 26.92%
JC
8142
JBGlobal.com
New York
$114M +$12.8M +13% 6.4% 33 21.21%
PPWM
8143
Premier Private Wealth Management
Florida
$114M +$19.5M +21% 11.9% 60 11.67%
VCM
8144
Vavra Capital Management
Pennsylvania
$114M +$11.4M +11% 11% 24 8.33%
ECM
8145
Explore Capital Management
Delaware
$114M +$7.27M +7% 30.5% 12 16.67%
TCP
8146
TSG Consumer Partners
California
$114M -$1.51M -1% 41.7% 70.1% 1 0%
FCM
8147
Fremen Capital Management
Connecticut
$114M -$2.86M -2% 39.7% 20 45%
RFW
8148
Redwood Family Wealth
Texas
$114M +$11.6M +11% 10.4% 118 20.34%
SSA
8149
Shepherd Street Advisors
California
$114M +$12.5M +12% 17.8% 90 8.89%
LG
8150
Lane Generational
Massachusetts
$114M -$11.7M -9% 20.5% 148% 48 29.17%