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
JWCA
3501
J.W. Coons Advisors
Ohio
$336M +$4.73M +1% 282
RPA
3502
Rock Point Advisors
Vermont
$335M -$19.7M -6% 107
TCPWM
3503
Traverso Chambers Private Wealth Management
California
$335M -$1.76M -0.5% 112
BL
3504
BCWM LLC
Kansas
$335M -$4.43M -1% 62
RWG
3505
Ratio Wealth Group
Colorado
$335M +$2.83M +0.9% 63
NI
3506
Nepsis Inc
Minnesota
$335M -$9.66M -3% 34
IP
3507
Intellectus Partners
California
$335M -$57.3M -15% 289
SIA
3508
SeaBridge Investment Advisors
New Jersey
$335M +$22.6M +7% 149
IA
3509
Insight Advisors
Pennsylvania
$334M -$5.41M -2% 355
BWA
3510
Burt Wealth Advisors
Maryland
$333M +$27.3M +9% 105
JWM
3511
JFG Wealth Management
Colorado
$333M +$66.1M +25% 62
HI
3512
Helikon Investments
United Kingdom
$333M +$18.1M +6% 6
CFS
3513
CRA Financial Services
New Jersey
$332M -$3.94M -1% 220
CAM
3514
Covenant Asset Management
New Jersey
$332M -$38.5M -10% 143
MJP
3515
Michael J. Puzo
$332M -$21.8M -6% 85
ASI
3516
All-Stars Investment
Hong Kong
$332M -$96.5M -23% 4
LTI
3517
Laffer Tengler Investments
Tennessee
$332M -$14.3M -4% 431
FNBOMD
3518
First National Bank of Mount Dora
Florida
$332M -$7.26M -2% 134
KAH
3519
Kathryn A. Hall
$332M -$102M -23% 53
BHTS
3520
Bar Harbor Trust Services
Maine
$331M -$42.1M -11% 146
ECM
3521
Endurant Capital Management
California
$331M -$38.5M -10% 90
OAMG
3522
Odey Asset Management Group
United Kingdom
$331M -$6.56M -2% 76
CCM
3523
Cobalt Capital Management
New Jersey
$331M -$44M -12% 58
HW
3524
Hedeker Wealth
Illinois
$330M -$14.2M -4% 99
TCCM
3525
Timber Creek Capital Management
Massachusetts
$330M -$5.84M -2% 133