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
$243M +$20.7M +9% 11
FCG
5077
Financial Connections Group
California
$242M +$19.7M +9% 263
TC
5078
TAGStone Capital
North Carolina
$242M +$39.1M +19% 114
WF
5079
Warner Financial
Maryland
$242M +$16.2M +7% 118
RFG
5080
RFP Financial Group
Georgia
$242M -$6.46M -3% 131
YCG
5081
Yeomans Consulting Group
Georgia
$242M -$16.7M -6% 111
IVMX
5082
Institutional Venture Management XV
California
$242M +$44.1M +22% 4
SCM
5083
Spreng Capital Management
Ohio
$242M +$20.8M +9% 77
AWMT
5084
AAFMAA Wealth Management & Trust
North Carolina
$242M +$21.6M +10% 86
DWM
5085
Denver Wealth Management
Colorado
$242M +$22.5M +10% 93
SCM
5086
Stonehearth Capital Management
Massachusetts
$241M -$187K -0.1% 102
TAA
5087
Turiya Advisors Asia
Hong Kong
$241M +$176M +271% 4
HFRG
5088
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 110
WP
5089
Wealthspan Partners
Iowa
$241M +$24.4M +11% 124
ACC
5090
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 82
TPW
5091
TL Private Wealth
Texas
$241M +$39M +19% 45
HAM
5092
Hanwha Asset Management
South Korea
$241M +$22M +10% 1
CFLC
5093
California First Leasing Corp
California
$241M +$13.9M +6% 47
JHWEPV
5094
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 1
DIM
5095
DC Investments Management
Virginia
$240M +$45.4M +23% 115
NL
5096
NKCFO LLC
Illinois
$240M +$24.6M +11% 121
SFPG
5097
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 168
AFC
5098
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 22
MCAV
5099
Meritech Capital Associates V
California
$239M +$83.5M +54% 2
ACA
5100
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 42