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
BCM
4551
Boxer Capital Management
California
$314M +$115M +58% 35
JWM
4552
Jeppson Wealth Management
California
$314M +$24.4M +8% 227
PWM
4553
Purus Wealth Management
California
$313M +$25.3M +9% 147
SFMG
4554
Sage Financial Management Group
Virginia
$313M +$24.2M +8% 57
PWM
4555
Palumbo Wealth Management
New York
$313M -$9.8M -3% 235
CCMI
4556
Creative Capital Management Investments
California
$313M +$33.1M +12% 336
NFGCM
4557
Norman Fields Gottscho Capital Management
New York
$313M +$10.7M +4% 68
SCA
4558
Sandy Cove Advisors
Massachusetts
$313M +$36M +13% 142
CCM
4559
Cutler Capital Management
Massachusetts
$313M +$25.4M +9% 128
LAM
4560
Lynch Asset Management
Pennsylvania
$313M +$29.1M +10% 60
JD6
4561
J Digital 6
Illinois
$312M 2
SIC
4562
Sterling Investment Counsel
New York
$312M +$141M +83% 187
SAAM
4563
Solus Alternative Asset Management
New Jersey
$312M +$32.1M +11% 9
AAI
4564
American Assets Inc
California
$312M +$24M +8% 29
PHWM
4565
Pine Harbor Wealth Management
Maryland
$312M +$27.5M +10% 113
PAM
4566
Pegasus Asset Management
New York
$312M +$19.8M +7% 72
PWM
4567
Penobscot Wealth Management
Maine
$312M +$32.3M +12% 106
OCP
4568
OCO Capital Partners
New York
$311M +$78.4M +34% 4
PC
4569
Pecaut & Co
Iowa
$311M +$10.1M +3% 86
FLA
4570
Financial Life Advisors
Texas
$311M +$19M +7% 49
IWN
4571
Independent Wealth Network
Iowa
$311M +$36.3M +13% 288
SPG
4572
Snow Phipps Group
New York
$311M +$12.5M +4% 2
WE
4573
Wealth Effects
Massachusetts
$311M +$43.7M +16% 229
BI
4574
Berkeley Inc
Idaho
$311M +$32.3M +12% 78
3F
4575
360 Financial
Minnesota
$311M -$5.94M -2% 96