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
3226
Janiczek Wealth Management
Colorado
$353M -$1.97M -0.6% 1,086
SAS
3227
Sage Advisory Services
Texas
$353M +$10.7M +3% 51
PS
3228
Presima Securities
Quebec, Canada
$353M +$5.71M +2% 47
CWP
3229
Concord Wealth Partners
Virginia
$352M +$19.9M +6% 1,276
HWM
3230
HFR Wealth Management
New York
$352M +$7.64M +2% 64
NCM
3231
Nelson Capital Management
California
$352M +$11.4M +3% 93
WIS
3232
Wright Investors Service
Connecticut
$352M +$2.99M +0.9% 160
CWM
3233
Cranbrook Wealth Management
Michigan
$352M -$15.5M -4% 308
ROC
3234
Running Oak Capital
Minnesota
$351M +$10.9M +3% 62
GAM
3235
Gould Asset Management
California
$351M +$18.3M +6% 162
PFM
3236
Patton Fund Management
Texas
$350M +$8.55M +3% 233
CM
3237
CoreCommodity Management
Connecticut
$350M +$25.7M +8% 172
AGC
3238
Angelo Gordon & Co
New York
$350M -$194M -36% 187
ASI
3239
All-Stars Investment
Hong Kong
$350M -$10.1M -3% 4
GCCM
3240
Green Court Capital Management
Hong Kong
$350M +$74.2M +27% 2
DIM
3241
Delta Investment Management
California
$349M +$40.8M +13% 201
PA
3242
Perennial Advisors
New York
$349M +$35.2M +11% 112
SCP
3243
Shorepoint Capital Partners
Massachusetts
$349M -$10.8M -3% 142
SAM
3244
Sycomore Asset Management
France
$349M -$13.3M -4% 112
AFIA
3245
America First Investment Advisors
Nebraska
$349M +$10.2M +3% 113
HA
3246
Harfst & Associates
Wyoming
$349M +$1.95M +0.6% 104
GG
3247
Gleason Group
Kentucky
$348M +$29.6M +9% 238
BSWM
3248
Boston Standard Wealth Management
Massachusetts
$348M +$11.4M +3% 40
JSA
3249
Jacobson & Schmitt Advisors
Wisconsin
$348M +$35.5M +11% 66
JWCA
3250
J.W. Coons Advisors
Ohio
$348M +$13.4M +4% 241