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
JSMC
5076
Jess S. Morgan & Co
California
$126M +$25.3M +25% 43
JA
5077
JVL Associates
Michigan
$126M +$19.5M +18% 41
VFA
5078
Values First Advisors
Tennessee
$125M +$16.7M +15% 149
CCM
5079
Chicago Capital Management
Illinois
$125M +$21M +20% 29
CPSC
5080
Carl P. Sherr & Co
Massachusetts
$125M +$15M +14% 109
SG
5081
Somerset Group
Minnesota
$125M +$14.9M +13% 71
SAMT
5082
Select Asset Management & Trust
Pennsylvania
$125M 63
FMTCOCP
5083
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$125M +$9.4M +8% 286
BFG
5084
Baron Financial Group
New Jersey
$125M +$18.8M +18% 294
RA
5085
RiverTree Advisors
Florida
$125M 31
LPARFS
5086
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$125M 72
MWM
5087
McNaughton Wealth Management
California
$125M +$10.7M +9% 52
DJC
5088
Daily Journal Corp
California
$125M +$26.6M +27% 4
IHWM
5089
Iron Horse Wealth Management
Iowa
$125M 189
PS
5090
Planned Solutions
California
$125M +$22.5M +22% 479
BI
5091
Blooom Inc
Kansas
$125M 43
KAM
5092
Kopion Asset Management
Texas
$125M +$37.5M +43% 23
CWA
5093
Carolina Wealth Advisors
South Carolina
$124M +$10.6M +9% 267
AIFAIM
5094
American Institute for Advanced Investment Management
Arizona
$124M +$13.1M +12% 112
RCA
5095
Reitz Capital Advisors
Michigan
$124M +$14.1M +13% 52
RHDIC
5096
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 46
WPA
5097
Winning Points Advisors
Florida
$124M +$7.14M +6% 67
WVP
5098
Worth Venture Partners
New Jersey
$124M +$5.99M +5% 144
AIC
5099
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 114
GPA
5100
Garrison Point Advisors
California
$124M +$14.1M +13% 140