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
JAM
3726
Jacobs Asset Management
New York
$241M +$13.7M +6% 53
VEA
3727
Virtus ETF Advisers
New York
$241M +$50.3M +26% 372
PFA
3728
Pathway Financial Advisors
Vermont
$241M -$17.8M -7% 122
BCCM
3729
Bridge Creek Capital Management
Massachusetts
$241M +$28.1M +13% 91
BCM
3730
Beck Capital Management
Texas
$241M +$63.9M +36% 119
WAS
3731
Winch Advisory Services
Wisconsin
$241M +$4.46M +2% 491
DT
3732
Daniels + Tansey
Delaware
$241M +$39.7M +20% 32
WCAU
3733
Working Capital Advisors (UK)
United Kingdom
$241M 1
CRWM
3734
Castle Rock Wealth Management
California
$241M +$88M +58% 251
MRCM
3735
Mill Road Capital Management
Connecticut
$240M 19
NL
3736
NVWM LLC
Pennsylvania
$240M +$27.3M +13% 462
MWPCG
3737
Measured Wealth Private Client Group
New Hampshire
$240M +$33.4M +16% 147
ATFA
3738
All Terrain Financial Advisors
Minnesota
$240M +$34.3M +17% 80
SFS
3739
Shaker Financial Services
Virginia
$240M +$52.7M +28% 198
MKC
3740
M. Kraus & Co
Vermont
$240M +$28M +13% 65
AA
3741
AlphaCentric Advisors
Puerto Rico
$240M +$33.2M +16% 243
RWM
3742
Rezny Wealth Management
Florida
$240M +$24M +11% 12
FIG
3743
FundX Investment Group
California
$240M -$20.5M -8% 38
BF
3744
Blankinship & Foster
California
$240M +$29.1M +14% 52
EIA
3745
Eldridge Investment Advisors
New Hampshire
$239M +$27M +13% 112
IFO
3746
Independent Family Office
New York
$239M +$28.6M +14% 67
IFA
3747
Invus Financial Advisors
New York
$239M +$31.4M +15% 6
SAM
3748
Security Asset Management
New York
$239M +$76.6M +47% 87
CMI
3749
Clare Market Investments
Texas
$239M +$34.8M +17% 137
PMA
3750
Prudent Man Advisors
Illinois
$239M +$50.1M +27% 189