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
JAMONY
5101
Jacob Asset Management of New York
California
$164M -$59.6M -27% 79
CIA
5102
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 277
BIP
5103
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 67
OCM
5104
Orser Capital Management
Texas
$164M -$34.4M -17% 105
RCA
5105
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 25
AWM
5106
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 128
SRA
5107
Summit Rock Advisors
New York
$163M -$3.94M -2% 10
NIP
5108
Norwood Investment Partners
California
$163M -$20M -11% 12
CA
5109
Corrado Advisors
New Jersey
$163M -$3.63M -2% 118
AMC
5110
Asset Management Corp
Illinois
$163M -$9.31M -5% 176
CPWA
5111
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 123
LAIC
5112
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 90
BAM
5113
Bellevue Asset Management
Washington
$163M -$6.64M -4% 588
HWMG
5114
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 100
DCM
5115
DGS Capital Management
New Jersey
$163M +$2.44M +2% 219
BMA
5116
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 102
LA
5117
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 139
BP
5118
BFAM Partners
Hong Kong
$163M +$45.8M +39% 8
TRIA
5119
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 142
SCM
5120
Spreng Capital Management
Ohio
$163M -$10.8M -6% 111
GWCM
5121
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 119
PWS
5122
Peterson Wealth Services
Utah
$163M +$11.9M +8% 95
BCM
5123
Birch Capital Management
Texas
$163M -$4.21M -3% 85
CF
5124
Concorde Financial
Texas
$163M +$3.55M +2% 145
CC
5125
Codex Capital
New York
$163M -$29.7M -15% 42