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
JWM
2276
Jackson Wealth Management
Florida
$823M -$58.7M -7% 203
DP
2277
DDD Partners
Washington
$823M +$9.33M +1% 108
PJWM
2278
Philip James Wealth Mangement
Georgia
$822M +$48.5M +6% 191
FSWA
2279
Financial Synergies Wealth Advisors
Texas
$822M +$15.6M +2% 85
BL
2280
BFSG LLC
California
$822M -$33.5M -4% 721
RA
2281
Rodgers & Associates
Pennsylvania
$820M -$19M -2% 102
DC
2282
Dendur Capital
New York
$820M -$53.1M -6% 25
SWA
2283
Strategies Wealth Advisors
Michigan
$818M +$15.5M +2% 184
BFS
2284
Bard Financial Services
Connecticut
$818M -$16.1M -2% 219
GAM
2285
Griffin Asset Management
New York
$817M -$34.2M -4% 219
TCG
2286
Tremblant Capital Group
Florida
$816M -$137M -14% 49
SAM
2287
Sawgrass Asset Management
Florida
$816M -$95.5M -10% 187
SAA
2288
Southeast Asset Advisors
Georgia
$816M +$397K +0% 192
CIA
2289
CCM Investment Advisers
South Carolina
$815M -$89.5M -10% 77
LRPA
2290
L. Roy Papp & Associates
Arizona
$815M -$41.4M -5% 179
GLLW
2291
Graves Light Lenhart Wealth
Virginia
$815M +$10.3M +1% 192
ME
2292
McIlrath & Eck
Washington
$814M +$29.9M +4% 1,017
MCM
2293
Manchester Capital Management
Vermont
$814M -$47.1M -5% 1,212
BIM
2294
Barton Investment Management
Pennsylvania
$814M -$129M -14% 49
RIM
2295
RW Investment Management
Idaho
$814M -$7.03M -0.9% 103
PL
2296
Parthenon LLC
Kentucky
$813M -$13.6M -2% 124
CVM
2297
Cheviot Value Management
California
$813M +$290M +55% 459
AI
2298
Atom Investors
Texas
$813M +$7.87M +1% 669
RPC
2299
Rossmore Private Capital
Connecticut
$812M +$3.43M +0.4% 251
SFC
2300
SYM Financial Corp
Indiana
$812M +$38.1M +5% 394