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
3901
Jacobs Asset Management
New York
$261M -$7.14M -3% 55
CNC
3902
Citizens & Northern Corp
Pennsylvania
$261M -$6.03M -2% 104
RCS
3903
Retirement Capital Strategies
California
$261M -$1.73M -0.7% 88
MAM
3904
McLean Asset Management
Virginia
$260M +$36.2M +16% 136
MC
3905
Muhlenkamp & Co
Pennsylvania
$260M -$12.2M -4% 34
BEP
3906
Brookside Equity Partners
Connecticut
$260M -$120M -32% 7
OCM
3907
Ovata Capital Management
Hong Kong
$260M +$52.3M +25% 80
BP
3908
BFAM Partners
Hong Kong
$260M -$110M -30% 19
WIM
3909
Wittenberg Investment Management
Massachusetts
$260M +$12M +5% 77
SWM
3910
Shakespeare Wealth Management
Wisconsin
$260M +$683K +0.3% 79
SP
3911
StackLine Partners
New York
$260M -$31.3M -11% 15
MG
3912
MilWealth Group
Wisconsin
$260M +$30.1M +13% 176
DA
3913
DCM Advisors
New York
$260M +$83.5M +47% 321
MWPCG
3914
Measured Wealth Private Client Group
New Hampshire
$260M -$54.4M -17% 176
BDWCC
3915
B&D White Capital Company
Texas
$260M +$34.9M +16% 79
FFG
3916
Ford Financial Group
California
$260M -$8.67M -3% 622
WWM
3917
WT Wealth Management
Arizona
$259M +$12.5M +5% 132
LJHT
3918
Laurie J. Hall Trustee
$259M -$6.07M -2% 339
FRA
3919
Frank Rimerman Advisors
California
$259M +$2.93M +1% 113
FCCPG
3920
FountainVest China Capital Partners GP3
Cayman Islands
$259M -$274M -51% 1
CFS
3921
Cannon Financial Strategists
Georgia
$258M +$6.42M +3% 65
WPP
3922
Whalerock Point Partners
Rhode Island
$258M -$2.03M -0.8% 159
GPCM
3923
Granite Point Capital Management
Massachusetts
$258M -$78.9M -23% 187
NC
3924
NinePointTwo Capital
California
$258M -$25.8M -9% 97
UIA
3925
UBP Investment Advisors
Switzerland
$258M -$12.8M -5% 110