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
BFC
3651
Blue Fin Capital
Rhode Island
$273M +$8.31M +3% 133
HF
3652
Halpern Financial
Virginia
$273M +$20.1M +8% 227
TSWM
3653
Triangle Securities Wealth Management
North Carolina
$273M +$28M +11% 183
PA
3654
Prism Advisors
California
$273M +$24.7M +10% 57
GCM
3655
G2 Capital Management
Ohio
$273M +$56.6M +26% 68
SWM
3656
Shakespeare Wealth Management
Wisconsin
$272M +$35.3M +15% 77
ACG
3657
Arch Capital Group
Bermuda
$272M +$3.13M +1% 2
JWM
3658
Jackson Wealth Management
Florida
$272M -$236M -46% 118
AAI
3659
American Assets Inc
California
$272M +$9.73M +4% 10
IA
3660
IAM Advisory
Pennsylvania
$272M +$35.4M +15% 91
RA
3661
Rovida Advisors
Florida
$272M +$57.1M +27% 26
AWM
3662
Accurate Wealth Management
Florida
$272M +$31.9M +13% 1,590
UCI
3663
Uncommon Cents Investing
Wisconsin
$272M +$33.5M +14% 159
MKC
3664
M. Kraus & Co
Vermont
$271M +$32.4M +14% 74
IGM
3665
Incline Global Management
New York
$271M -$87.5M -24% 25
BCFS
3666
Butensky & Cohen Financial Security
Florida
$271M +$30M +12% 97
SC
3667
Steginsky Capital
New York
$271M +$7.46M +3% 7
SCA
3668
Stuart Chaussee & Associates
California
$271M +$228M +528% 157
RWMH
3669
Riverpoint Wealth Management Holdings
Illinois
$271M +$35.6M +15% 123
P
3670
Paradiem
Louisiana
$271M +$11.9M +5% 104
MAMNY
3671
Marathon Asset Management (New York)
New York
$270M +$16.9M +7% 15
WFM
3672
Wolff Financial Management
Michigan
$270M +$51.3M +23% 102
JCM
3673
JAT Capital Management
Connecticut
$270M +$459K +0.2% 38
SM
3674
Skaana Management
New York
$270M -$20.7M -7% 195
RRC
3675
Relaxing Retirement Coach
Massachusetts
$270M +$58.3M +28% 67