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
IIM
3401
Ipswich Investment Management
Massachusetts
$432M +$4.64M +1% 194
AFA
3402
Abacus FCF Advisors
Florida
$431M +$28.8M +7% 175
DI
3403
Diligent Investors
California
$431M +$27.2M +7% 362
RPSA
3404
Richard P. Slaughter Associates
Texas
$431M +$7.07M +2% 157
TLA
3405
Tree Line Advisors
Hong Kong
$431M +$45.3M +12% 8
BHBT
3406
Burke & Herbert Bank & Trust
Virginia
$430M +$18.6M +5% 236
MCCP
3407
Mission Creek Capital Partners
California
$430M +$32.5M +8% 229
PAEMF
3408
Panview Asian Equity Master Fund
Hong Kong
$430M +$33.3M +8% 13
AA
3409
Ashford Advisors
New York
$430M +$22.1M +5% 15
DL
3410
DOHJ LLC
Washington
$429M +$28.6M +7% 147
NWM
3411
Northwest Wealth Management
Iowa
$429M +$42.5M +11% 177
MC
3412
Miramar Capital
Illinois
$428M +$28.3M +7% 59
SAM
3413
SignalPoint Asset Management
Missouri
$428M +$53.8M +14% 273
SFG
3414
Sovereign Financial Group
Connecticut
$428M +$26.6M +7% 295
RRA
3415
Round Rock Advisors
Connecticut
$428M +$17.1M +4% 189
ACM
3416
Aljian Capital Management
Nevada
$428M +$126M +42% 121
QAM
3417
Q3 Asset Management
Michigan
$427M -$13.3M -3% 70
PCP
3418
Polunin Capital Partners
United Kingdom
$427M -$159M -27% 31
FPF
3419
First Pacific Financial
Washington
$427M +$38.1M +10% 420
JJ
3420
Johnson & Johnson
New Jersey
$427M +$26.7M +7% 21
FSG
3421
Financial Strategies Group
Michigan
$427M +$29.1M +7% 101
RCI
3422
RS Crum Inc
California
$427M +$45.2M +12% 97
BB
3423
Berkshire Bank
Massachusetts
$426M +$28.5M +7% 158
WRPWM
3424
Werba Rubin Papier Wealth Management
California
$426M +$64M +18% 197
ECM
3425
Elgethun Capital Management
South Dakota
$426M +$29.3M +7% 158