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
JE
3426
JMAC Enterprises
Pennsylvania
$523M +$17.6M +3% 125
KMC
3427
Kirr Marbach & Co
Indiana
$523M -$30.7M -6% 60
BZWA
3428
Blue Zone Wealth Advisors
California
$523M +$22M +4% 140
CFMC
3429
Curbstone Financial Management Corp
New Hampshire
$523M +$2.52M +0.5% 222
KI
3430
Kapitalo Investimentos
Brazil
$522M -$11.2M -2% 71
GA
3431
GoalVest Advisory
New York
$522M +$50.4M +11% 558
BA
3432
BCM Advisors
Louisiana
$522M +$24.9M +5% 76
TAM
3433
Talaria Asset Management
Australia
$522M -$33.9M -6% 15
SI
3434
Seeds Investor
New York
$522M +$47.8M +10% 284
ETS
3435
ESL Trust Services
New York
$521M +$11.4M +2% 327
AMPWP
3436
Alvarez & Marsal Private Wealth Partners
Florida
$521M 112
GDP
3437
Great Diamond Partners
Maine
$520M +$4.1M +0.8% 241
FGAM
3438
Financial Gravity Asset Management
Texas
$520M +$13.6M +3% 1,070
MWM
3439
Mattern Wealth Management
Kansas
$519M +$18.6M +4% 162
HS
3440
Hazelview Securities
Ontario, Canada
$519M -$11.5M -2% 47
CAM
3441
Covenant Asset Management
New Jersey
$519M -$10.8M -2% 152
CH
3442
Canton Hathaway
Rhode Island
$519M -$2.03M -0.4% 298
SCM
3443
Shah Capital Management
North Carolina
$519M -$40.5M -7% 14
SCV
3444
Sands Capital Ventures
Virginia
$518M +$62M +14% 21
CMA
3445
Cedar Mountain Advisors
Oregon
$518M +$4.77M +0.9% 804
BFIC
3446
Bedell Frazier Investment Counselling
California
$518M +$31.7M +7% 145
RP
3447
Rowlandmiller & Partners
Georgia
$518M +$9.1M +2% 198
KA
3448
Kozak & Associates
Colorado
$518M +$9.71M +2% 474
NB
3449
Northwest Bancshares
Pennsylvania
$517M -$84.7M -14% 191
IP
3450
Intellectus Partners
California
$517M +$1.15M +0.2% 306