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
JWS
3201
Juncture Wealth Strategies
Arizona
$148M +$8.01M +6% 84
WAS
3202
WESPAC Advisors SoCal
California
$148M -$5.48M -4% 312
PMFA
3203
Plante Moran Financial Advisors
Michigan
$148M +$10.2M +7% 1,050
RCP
3204
Rho Capital Partners
New York
$148M +$23M +18% 8
CCI
3205
Cevian Capital II
Jersey
$148M -$14M -9% 1
PC
3206
Permit Capital
Pennsylvania
$148M +$7.45M +5% 33
MC
3207
Miles Capital
Iowa
$148M +$1.02M +0.7% 234
LWA
3208
Lowe Wealth Advisors
Maryland
$148M -$1.12M -0.8% 264
JRM
3209
John R. Muse
$147M -$17M -10% 1
MBA
3210
McQueen Ball & Associates
Pennsylvania
$147M +$5.85M +4% 110
KC
3211
Kellner Capital
New York
$146M +$2.22M +2% 68
NME
3212
Notis-McConarty Edward
$146M +$3.69M +3% 98
IVMX
3213
Institutional Venture Management XIII
California
$146M +$13.6M +10% 6
VWM
3214
Vector Wealth Management
Minnesota
$146M -$759K -0.5% 82
CWM
3215
Cedar Wealth Management
California
$146M -$10.9M -7% 141
LFG
3216
LifePlan Financial Group
Ohio
$146M +$101K +0.1% 112
LK
3217
Lumbard & Kellner
New Hampshire
$146M +$9.61M +7% 86
UAM
3218
UAS Asset Management
New York
$146M -$26.9M -16% 27
SFPM
3219
Sensible Financial Planning & Management
Massachusetts
$145M +$2.59M +2% 88
RA
3220
Raffles Associates
New York
$145M +$46.9M +48% 73
JAM
3221
JW Asset Management
Florida
$145M +$29.7M +26% 46
EHWM
3222
Eads & Heald Wealth Management
Georgia
$145M -$360K -0.2% 135
WOC
3223
West Oak Capital
California
$145M +$6.63M +5% 398
GPC
3224
Guardian Point Capital
Virginia
$145M +$21.9M +18% 18
OWM
3225
Orgel Wealth Management
Wisconsin
$145M -$85.5M -37% 23