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
JF
3776
JSF Financial
California
$374M +$31.3M +9% 136
TPC
3777
Tiger Pacific Capital
New York
$374M -$117M -24% 21
AWMG
3778
Alliance Wealth Management Group
New Jersey
$374M -$2.13M -0.6% 86
RI
3779
Redwood Investments
Massachusetts
$373M +$37.2M +11% 124
MAM
3780
Mystic Asset Management
Rhode Island
$373M +$108M +41% 226
OFS
3781
Orrstown Financial Services
Pennsylvania
$373M +$34.1M +10% 147
DBIA
3782
Dumont & Blake Investment Advisors
New Jersey
$373M -$2.61M -0.7% 208
P
3783
Paradiem
Louisiana
$372M -$51.3M -12% 59
ACM
3784
Altrius Capital Management
North Carolina
$372M -$27.2M -7% 87
CZI
3785
Chan Zuckerberg Initiative
California
$372M -$37.7M -9% 3
KCG
3786
Kinsale Capital Group
Virginia
$372M +$32.6M +10% 37
EPAM
3787
Evelyn Partners Asset Management
$371M 245
CSIA
3788
Conrad Siegel Investment Advisors
Pennsylvania
$371M +$812K +0.2% 48
SLC
3789
Second Line Capital
Louisiana
$371M +$3.99M +1% 148
SWM
3790
Shakespeare Wealth Management
Wisconsin
$371M -$11.6M -3% 101
DEA
3791
DoubleLine ETF Adviser
Florida
$371M -$39.9M -10% 219
SDAM
3792
Shulman DeMeo Asset Management
New York
$371M -$36.9M -9% 134
MWAM
3793
Manhattan West Asset Management
California
$370M -$16.2M -4% 146
WPIC
3794
White Pine Investment Company
Michigan
$370M +$5.77M +2% 69
CWM
3795
Centric Wealth Management
Illinois
$370M -$6.13M -2% 191
CPI
3796
Crestview Partners IV
New York
$370M +$284M +332% 2
BCA
3797
Bray Capital Advisors
Florida
$370M -$38.6M -9% 260
FPTW
3798
Franklin, Parlapiano, Turner & Welch
Texas
$370M -$17.5M -5% 54
TCM
3799
Thames Capital Management
New Jersey
$369M +$47.9M +15% 48
LAM
3800
LECAP Asset Management
United Kingdom
$369M -$94.2M -20% 429