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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
EC
2826
Edenbrook Capital
New York
$312M +$180M +136% 18.1% 249% 19 26.32%
MAM
2827
Marotta Asset Management
Virginia
$312M +$52.1M +20% 15.3% 45.7% 84 10.71%
GSWM
2828
Golden State Wealth Management
California
$312M +$85M +37% 22.9% 1,040 82.31%
RSS
2829
Rosenblum Silverman Sutton
California
$312M +$61.2M +24% 33.9% 95.4% 71 19.72%
IWA
2830
IBEX Wealth Advisors
New Jersey
$311M +$54.3M +21% 19.2% 221% 113 32.74%
SB
2831
Samsara BioCapital
California
$311M +$137M +79% 36.9% 1,814% 36 33.33%
ANBT
2832
American National Bank & Trust
Texas
$311M +$56.5M +22% 20% 95.1% 223 17.49%
MCM
2833
Mitchell Capital Management
Kansas
$311M +$54.2M +21% 25.4% 155% 144 14.58%
DC
2834
Derby & Company
Massachusetts
$310M +$60.7M +24% 14.4% 33.7% 62 35.48%
HEIP
2835
Hudson Edge Investment Partners
New Jersey
$310M +$46.9M +18% 17.4% 68.8% 140 20%
IC
2836
Intersect Capital
California
$310M +$58.7M +23% 23.1% 57.2% 201 23.38%
SWP
2837
Summit Wealth Partners
Florida
$310M +$63.9M +26% 13.4% 35.5% 147 29.25%
PGA
2838
Portland Global Advisors
Maine
$310M +$51.2M +20% 17.7% 32.8% 109 11.01%
SAM
2839
Symphony Asset Management
California
$309M -$8.92M -3% 15.8% 21.6% 52 44.23%
LA
2840
Lynch & Associates
Indiana
$309M +$37M +14% 15.3% 62.9% 101 2.97%
CFG
2841
Cooper Financial Group
California
$309M +$69M +29% 18.4% 78.6% 200 29%
FFS
2842
Founders Financial Securities
Maryland
$309M +$40M +15% 17.3% 52.3% 193 45.6%
SL
2843
Systelligence LLC
Minnesota
$309M +$94.5M +44% 18.2% 57.3% 62 35.48%
TCIM
2844
TOMS Capital Investment Management
New York
$308M -$272M -47% 25.9% 105% 19 89.47%
PP
2845
Pegasus Partners
Wisconsin
$308M +$53.1M +21% 21.4% 32.6% 142 15.49%
F
2846
Filament
Washington
$308M +$42.1M +16% 25.4% 46.9% 37 18.92%
AGAM
2847
Avalon Global Asset Management
California
$308M +$95.7M +45% 46.6% 177% 58 58.62%
MCG
2848
McCollum Christoferson Group
New York
$308M +$57.7M +23% 26.6% 47.8% 69 14.49%
PWPS
2849
Pinnacle Wealth Planning Services
Ohio
$308M +$97.3M +46% 22.2% 64.8% 289 26.64%
IWA
2850
Intercontinental Wealth Advisors
Texas
$308M +$118M +63% 23.6% 46.7% 191 24.08%