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
HF
3651
Halpern Financial
Virginia
$273M +$20.1M +8% 227
TSWM
3652
Triangle Securities Wealth Management
North Carolina
$273M +$28M +11% 183
PA
3653
Prism Advisors
California
$273M +$24.7M +10% 57
GCM
3654
G2 Capital Management
Ohio
$273M +$56.6M +26% 68
SWM
3655
Shakespeare Wealth Management
Wisconsin
$272M +$35.3M +15% 77
ACG
3656
Arch Capital Group
Bermuda
$272M +$3.13M +1% 2
JWM
3657
Jackson Wealth Management
Florida
$272M -$236M -46% 118
AAI
3658
American Assets Inc
California
$272M +$9.73M +4% 10
IA
3659
IAM Advisory
Pennsylvania
$272M +$35.4M +15% 91
RA
3660
Rovida Advisors
Florida
$272M +$57.1M +27% 26
AWM
3661
Accurate Wealth Management
Florida
$272M +$31.9M +13% 1,590
UCI
3662
Uncommon Cents Investing
Wisconsin
$272M +$33.5M +14% 159
MKC
3663
M. Kraus & Co
Vermont
$271M +$32.4M +14% 74
IGM
3664
Incline Global Management
New York
$271M -$87.5M -24% 25
BCFS
3665
Butensky & Cohen Financial Security
Florida
$271M +$30M +12% 97
SC
3666
Steginsky Capital
New York
$271M +$7.46M +3% 7
SCA
3667
Stuart Chaussee & Associates
California
$271M +$228M +528% 157
RWMH
3668
Riverpoint Wealth Management Holdings
Illinois
$271M +$35.6M +15% 123
P
3669
Paradiem
Louisiana
$271M +$11.9M +5% 104
MAMNY
3670
Marathon Asset Management (New York)
New York
$270M +$16.9M +7% 15
WFM
3671
Wolff Financial Management
Michigan
$270M +$51.3M +23% 102
JCM
3672
JAT Capital Management
Connecticut
$270M +$459K +0.2% 38
SM
3673
Skaana Management
New York
$270M -$20.7M -7% 195
RRC
3674
Relaxing Retirement Coach
Massachusetts
$270M +$58.3M +28% 67
LHC
3675
Lodge Hill Capital
New York
$270M -$594K -0.2% 33