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
JWM
2876
JGP Wealth Management
Oregon
$465M +$18.7M +4% 171
KLWA
2877
Kelly Lawrence W & Associates
California
$465M +$42.5M +10% 165
HH
2878
Hernani Holdings
Wyoming
$465M -$69.3M -13% 13
BCM
2879
Bourgeon Capital Management
Connecticut
$465M +$13.9M +3% 299
LJAC
2880
L.J. Altfest & Co
New York
$464M +$40.8M +10% 306
CAS
2881
Cascadia Advisory Services
Oregon
$463M +$12.1M +3% 262
WWM
2882
Windsor Wealth Management
Indiana
$463M +$43.1M +10% 218
SM
2883
Sabby Management
Florida
$462M +$326M +240% 140
GBT
2884
Grove Bank & Trust
Florida
$462M +$36.6M +9% 222
GA
2885
Geller Advisors
New York
$462M +$37.5M +9% 141
NEIRG
2886
New England Investment & Retirement Group
Massachusetts
$460M +$46.4M +11% 111
HI
2887
Hendershot Investments
Virginia
$460M +$28.1M +7% 93
DCM
2888
Dimension Capital Management
Florida
$459M +$34.4M +8% 116
OCM
2889
OLP Capital Management
Hong Kong
$459M +$167M +57% 6
AB
2890
Aozora Bank
Japan
$459M +$68.3M +17% 2
MFG
2891
Magnus Financial Group
New York
$459M +$44.8M +11% 252
LPAM
2892
Legion Partners Asset Management
California
$459M -$2.61M -0.6% 11
AWM
2893
Altavista Wealth Management
North Carolina
$459M +$48.7M +12% 185
MC
2894
McMorgan & Co
California
$458M 39
MWM
2895
Minot Wealth Management
Massachusetts
$458M +$66M +17% 233
T
2896
TRUADVICE
Florida
$458M +$120M +35% 327
PHP
2897
Parkman Healthcare Partners
Connecticut
$457M +$42.5M +10% 99
FPS
2898
Fieldpoint Private Securities
Connecticut
$457M +$28.8M +7% 1,694
OAM
2899
Oberweis Asset Management
Illinois
$456M -$32.4M -7% 201
NAM
2900
Nexpoint Asset Management
Texas
$456M +$80.5M +21% 242