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
JIC
5076
Juniper Investment Company
New York
$151M +$10.7M +8% 11
TWP
5077
Tempus Wealth Planning
California
$151M +$56.2M +60% 148
FFC
5078
First Financial Corp
Indiana
$150M +$6.33M +4% 356
RHP
5079
Royal Harbor Partners
Texas
$150M +$19.2M +15% 80
GCM
5080
GoodHaven Capital Management
New Jersey
$150M +$16.8M +13% 28
BFP
5081
Briaud Financial Planning
Texas
$150M +$14.3M +11% 23
DFAM
5082
Deep Field Asset Management
California
$150M +$1.34M +0.9% 32
LAIC
5083
Lederer & Associates Investment Counsel
California
$150M +$8.29M +6% 154
PCAP
5084
Pratt Collard Advisory Partners
New York
$150M +$10.2M +7% 100
SIS
5085
SVB Investment Services
Utah
$150M +$24.4M +19% 38
AWAM
5086
Appian Way Asset Management
New York
$150M -$43.4M -22% 76
CWA
5087
Core Wealth Advisors
Florida
$150M +$36.5M +32% 216
MJB
5088
Mark J. Bradley
$150M +$2.19M +1% 51
WCM
5089
Washburn Capital Management
Florida
$150M +$2.21M +2% 59
KLC
5090
Knowledge Leaders Capital
Colorado
$149M +$23.8M +19% 151
GC
5091
Grace Capital
Massachusetts
$149M -$7.9M -5% 214
CCM
5092
Cox Capital Management
Massachusetts
$149M +$4.89M +3% 83
AC
5093
Apogem Capital
New York
$149M +$6.1M +4% 212
NWA
5094
New World Advisors
Massachusetts
$149M -$32.9M -18% 109
PWM
5095
Palumbo Wealth Management
New York
$149M +$16.4M +12% 107
OCPWS
5096
One Charles Private Wealth Services
Massachusetts
$149M +$128M +614% 107
IA
5097
IFS Advisors
Kansas
$149M +$21.1M +17% 29
AFR
5098
Applied Fundamental Research
Massachusetts
$149M +$30.3M +26% 12
CCM
5099
Colorado Capital Management
Colorado
$149M +$8.66M +6% 74
BCM
5100
Brightline Capital Management
Florida
$149M +$370K +0.2% 15