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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
TCA
2851
Transcend Capital Advisors
New Jersey
$307M -$26.2M -8% 21.4% 61.2% 227 57.27%
CCB
2852
Cutter & Co Brokerage
Missouri
$307M +$41.8M +16% 25.8% 40.4% 290 33.79%
CC
2853
Clearline Capital
New York
$307M +$90.6M +42% 17.9% 18% 98 69.39%
MAM
2854
Marquette Asset Management
Minnesota
$307M +$64.9M +27% 24.6% 63.5% 266 15.41%
LCM
2855
Lonestar Capital Management
California
$306M +$207M +208% 39.2% 237% 27 66.67%
SPIA
2856
Strategic Point Investment Advisors
Rhode Island
$306M +$72.5M +31% 17.1% 51.9% 26 19.23%
PFBT
2857
Parkside Financial Bank & Trust
Missouri
$306M +$42M +16% 22.3% 63.3% 1,806 21.54%
EWA
2858
Evolution Wealth Advisors
Florida
$305M +$57.5M +23% 24.8% 84.5% 585 56.92%
MGIA
2859
Matthew Goff Investment Advisor
Texas
$305M +$67.3M +28% 11.7% 79.9% 74 27.03%
BRC
2860
Bishop Rock Capital
New York
$305M +$36.3M +14% 20.8% 35.4% 26 26.92%
KM
2861
Kylin Management
New York
$304M +$72.9M +31% 43.7% 126% 11 36.36%
CHP
2862
Cable Hill Partners
Oregon
$304M +$25.7M +9% 12.3% 20.3% 99 25.25%
LWANC
2863
Laurel Wealth Advisors (North Carolina)
North Carolina
$304M +$38M +14% 16.4% 63.3% 562 7.47%
WCP
2864
Welch Capital Partners
New York
$304M +$53.7M +21% 23.7% 66.3% 24 12.5%
RIA
2865
Realta Investment Advisors
Delaware
$304M +$71.1M +31% 26.4% 126% 364 24.73%
MWM
2866
Madison Wealth Management
Ohio
$304M +$54.6M +22% 23.1% 35.1% 128 20.31%
NA
2867
Newport Asia
California
$304M -$44.1M -13% 12.6% 6 16.67%
LIA
2868
LSP Investment Advisors
New York
$304M +$126M +71% 41.6% 104% 19 52.63%
TB
2869
Terril Brothers
Missouri
$304M +$73.5M +32% 20.8% 94.4% 61 13.11%
GBT
2870
Grove Bank & Trust
Florida
$304M +$50.3M +20% 18.9% 71.8% 184 16.3%
WCA
2871
Windsor Creek Advisors
Vermont
$303M +$22.2M +8% 22% 48.3% 218 49.54%
IAA
2872
Ironsides Asset Advisors
North Carolina
$303M +$139M +84% 32.9% 45.2% 83 21.69%
UF
2873
Univest Financial
Pennsylvania
$303M +$51.1M +20% 18.6% 60.6% 111 16.22%
CAM
2874
Crestone Asset Management
Colorado
$303M +$57.4M +23% 26.4% 6.65% 86 47.67%
CAC
2875
Certified Advisory Corp
Florida
$302M +$49.3M +19% 16.6% 58.2% 843 12.22%