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
JCP
3151
JB Capital Partners
New York
$540M +$63.1M +13% 82
MWA
3152
Martel Wealth Advisors
Washington
$539M +$37.4M +7% 72
WIM
3153
Westside Investment Management
California
$539M +$69.8M +15% 1,340
SAM
3154
Secure Asset Management
Michigan
$539M +$43.1M +9% 355
CRB
3155
Chad R. Baker
$538M +$47.3M +10% 50
ANB
3156
Amarillo National Bank
Texas
$538M +$24.1M +5% 84
SIA
3157
SeaBridge Investment Advisors
New Jersey
$538M +$74.8M +16% 212
PA
3158
Perennial Advisors
New York
$538M +$36.9M +7% 126
P8IP
3159
Pier 88 Investment Partners
California
$538M +$16.5M +3% 118
LKIM
3160
Lawson Kroeker Investment Management
Nebraska
$538M -$4.28M -0.8% 97
FA
3161
Financial Advisors
Massachusetts
$537M +$30.1M +6% 83
MMPW
3162
Mitchell McLeod Pugh & Williams
Alabama
$537M +$53.3M +11% 280
OMC
3163
Overbrook Management Corp
New York
$536M +$111M +26% 52
SXL
3164
Summit X LLC
Missouri
$536M +$60.7M +13% 270
FTM
3165
First Turn Management
California
$536M +$40M +8% 42
SAM
3166
Strategy Asset Managers
California
$536M +$50.5M +10% 255
LGA
3167
Lebenthal Global Advisors
New York
$536M +$2.02M +0.4% 204
RSVP
3168
Ramsay Stattman Vela & Price
Colorado
$536M +$9.4M +2% 81
FTC
3169
Farmers Trust Company
Ohio
$535M +$3.75M +0.7% 198
MC
3170
Meteora Capital
Florida
$535M +$253M +90% 243
MCM
3171
Mitchell Capital Management
Kansas
$535M +$10.3M +2% 123
IA
3172
IFC Advisors
California
$535M +$55.5M +12% 181
AWC
3173
Abundance Wealth Counselors
Pennsylvania
$534M +$56.6M +12% 170
OCM
3174
Olstein Capital Management
New York
$533M -$9.79M -2% 102
WDL
3175
Well Done LLC
Michigan
$533M -$18.4M -3% 193