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
AC
5601
Applied Capital
Arkansas
$104M +$11.5M +12% 47
CMANY
5602
Capital Management Associates (New York)
New York
$104M +$6.97M +7% 83
PWM
5603
Penobscot Wealth Management
Maine
$104M 50
SPAS
5604
Spectrum Planning & Advisory Services
California
$104M +$6.72M +7% 52
SVP
5605
Strategic Value Partners
Connecticut
$104M +$69.1M +198% 4
MCM
5606
Magnolia Capital Management
New York
$104M +$2.61M +3% 46
BWM
5607
Birchcreek Wealth Management
Ohio
$104M +$9.27M +10% 123
JPC
5608
Jabodon PT Co
Nevada
$104M -$62.8M -38% 21
DA
5609
DSC Advisors
Illinois
$104M -$18.1M -15% 84
GIM
5610
Guild Investment Management
California
$103M +$9.9M +11% 83
WPW
5611
Warther Private Wealth
Ohio
$103M 110
BBHBI
5612
B, B, H, & B Inc
Alabama
$103M +$6.8M +7% 35
LCAM
5613
Long Corridor Asset Management
Hong Kong
$103M -$31.2M -23% 14
APC
5614
Asset Planning Corporation
Tennessee
$103M +$6.59M +7% 31
AWG
5615
Altus Wealth Group
Colorado
$102M +$1.76M +2% 172
SWAG
5616
Spectrum Wealth Advisory Group
California
$102M -$2.55M -2% 46
CC
5617
Copperleaf Capital
North Carolina
$102M +$8.43M +9% 60
JMF
5618
Johnson Midwest Financial
Iowa
$102M +$6.09M +6% 312
BCM
5619
Beaumont Capital Management
Massachusetts
$102M +$915K +0.9% 38
CPI
5620
Crestview Partners II
New York
$101M +$1.9M +2% 2
SAM
5621
Stringer Asset Management
Tennessee
$101M +$5.22M +5% 36
NC
5622
Nucleo Capital
Brazil
$101M -$67.8M -40% 3
MRL
5623
Mantle Ridge LP
New York
$101M -$1.43M -1% 1
DAM
5624
Draper Asset Management
New York
$101M +$8.49M +9% 47
LSC
5625
Lesa Sroufe & Co
Washington
$100M +$10.3M +11% 74