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
MFGP
4051
Marshall Financial Group (Pennsylvania)
Pennsylvania
$151M +$27M +22% 50
WIC
4052
WealthBridge Investment Counsel
Alberta, Canada
$151M +$32.9M +28% 34
BC
4053
Blackstart Capital
New York
$151M +$97.3M +183% 28
JAM
4054
JW Asset Management
Florida
$151M +$41.7M +38% 10
CPI
4055
Canaan Partners IX
California
$151M -$62.6M -29% 2
SCM
4056
Stonehearth Capital Management
Massachusetts
$150M +$27.5M +22% 60
TAM
4057
Tealwood Asset Management
Minnesota
$150M -$25.8M -15% 97
JT
4058
Jump Trading
Illinois
$150M +$22.4M +18% 360
AIA
4059
Arrow Investment Advisors
Maryland
$150M +$6M +4% 43
BAM
4060
Bayview Asset Management
Florida
$150M +$21.7M +17% 14
GPC
4061
Garrison Point Capital
California
$150M 19
EM
4062
Excalibur Management
Massachusetts
$150M +$20.6M +16% 144
SWMG
4063
Sanchez Wealth Management Group
Florida
$150M +$40M +36% 22
LBC
4064
Lawrence B. Cohen
$150M +$22.4M +18% 77
QT
4065
Quantamental Technologies
New York
$150M +$107M +250% 327
VC
4066
Voss Capital
Texas
$150M +$77.5M +108% 74
OFS
4067
OneAscent Financial Services
Alabama
$150M +$16.7M +13% 194
HCA
4068
Horan Capital Advisors
Ohio
$149M +$23.9M +19% 79
BPGAM
4069
BTG Pactual Global Asset Management
Bermuda
$149M -$56.9M -28% 96
DCM
4070
Disciplina Capital Management
Tennessee
$149M +$19.9M +15% 16
MA
4071
Minerva Advisors
Pennsylvania
$148M +$21.4M +17% 83
PBT
4072
Pictet Bank & Trust
Bahamas
$148M -$30.6M -17% 64
GCP
4073
Gill Capital Partners
Colorado
$148M +$10.2M +7% 98
RWM
4074
Rench Wealth Management
Texas
$148M +$19.7M +15% 37
CWM
4075
Cedar Wealth Management
California
$148M +$247K +0.2% 246