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
JCM
3126
JAT Capital Management
Connecticut
$346M +$20.6M +6% 49
BONH
3127
Bank of New Hampshire
New Hampshire
$346M -$65.8M -16% 544
SXL
3128
Summit X LLC
Missouri
$346M -$61.7M -15% 272
TWP
3129
Total Wealth Planning
Ohio
$346M -$24.7M -7% 90
PWA
3130
Physician Wealth Advisors
Utah
$345M -$31.4M -8% 163
CIA
3131
Compass Ion Advisors
Pennsylvania
$345M +$22.1M +7% 96
S
3132
Schroders
United Kingdom
$345M -$111M -24% 84
MWA
3133
Monograph Wealth Advisors
California
$345M -$51.2M -13% 92
SL
3134
Systelligence LLC
Minnesota
$345M -$119M -26% 48
FPS
3135
Fieldpoint Private Securities
Connecticut
$344M -$141M -29% 1,824
WFA
3136
West Financial Advisors
Iowa
$344M -$36M -9% 202
HPIA
3137
Hamilton Point Investment Advisors
North Carolina
$344M -$44.6M -11% 76
PCA
3138
Providence Capital Advisors
North Carolina
$344M -$64.7M -16% 486
HFS
3139
Haverford Financial Services
Pennsylvania
$344M -$62.3M -15% 70
IVSFI
3140
IA Venture Strategies Fund II
New York
$343M -$164M -32% 2
AMM
3141
American Money Management
California
$343M -$32.8M -9% 141
BB
3142
Berkshire Bank
Massachusetts
$343M -$77.8M -18% 140
TI
3143
Think Investments
California
$343M -$9.28M -3% 26
AO
3144
Advisor OS
Illinois
$343M -$2.58M -0.7% 215
CIC
3145
Canal Insurance Company
South Carolina
$343M -$19.2M -5% 83
TCMNY
3146
Thrive Capital Management (New York)
New York
$342M -$398M -54% 11
OCM
3147
Ovata Capital Management
Hong Kong
$342M +$17.4M +5% 214
SAF
3148
Smith Anglin Financial
Texas
$342M -$89.5M -21% 151
BFC
3149
Bedel Financial Consulting
Indiana
$342M +$23.6M +7% 1,017
WFPG
3150
Waller Financial Planning Group
Ohio
$342M -$35.7M -9% 56