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
KIG
3501
Kowal Investment Group
Wisconsin
$316M +$38.5M +14% 1,050
IIA
3502
IPG Investment Advisors
California
$316M -$25.8M -8% 168
ODG
3503
O'Dell Group
Ohio
$316M +$477K +0.2% 516
GWMIA
3504
Global Wealth Management Investment Advisory
Florida
$316M +$15.4M +5% 510
LA
3505
Latitude Advisors
Florida
$316M +$181M +134% 288
TAS
3506
TIFF Advisory Services
Pennsylvania
$316M -$35.1M -10% 21
GPC
3507
Garrison Point Capital
California
$316M +$19.8M +7% 21
MJP
3508
Michael J. Puzo
$316M -$6.33M -2% 76
EHI
3509
Eagle Health Investments
Connecticut
$315M +$23.8M +8% 29
TCCM
3510
Timber Creek Capital Management
Massachusetts
$315M +$7.05M +2% 132
PW
3511
Peninsula Wealth
California
$315M +$9.53M +3% 24
PCWA
3512
Pacific Capital Wealth Advisors
California
$315M +$116M +58% 85
GDS
3513
Gimbel Daniel Scott
$315M +$81.7M +35% 3
SHCM
3514
Shelter Haven Capital Management
New Jersey
$315M +$35M +13% 15
SC
3515
Shay Capital
New York
$314M -$107M -25% 596
RW
3516
REDW Wealth
New Mexico
$314M -$1.83M -0.6% 118
PFMOSF
3517
Philadelphia Financial Management of San Francisco
California
$314M -$20.3M -6% 52
APG
3518
Abacus Planning Group
South Carolina
$314M -$13.4M -4% 203
BMC
3519
Benin Management Corp
Connecticut
$314M -$993K -0.3% 108
GPSPJS
3520
General Pension Society PZU Joint Stock
Poland
$314M -$11.6M -4% 19
BWA
3521
Burt Wealth Advisors
Maryland
$314M +$36.8M +13% 98
PCM
3522
Princeton Capital Management
New Jersey
$314M -$9.7M -3% 114
DDSF
3523
Diana Davis Spencer Foundation
Maryland
$314M -$2.08M -0.7% 3
TLA
3524
Tree Line Advisors
Hong Kong
$313M -$298M -49% 9
RCP
3525
Rothschild Capital Partners
New York
$313M +$670K +0.2% 44