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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 Avg Holding
Period (Yrs)
Hartford Financial Management
2876
Hartford Financial Management
Connecticut
$313M +$63M +25% 17.6% 87.9% 358 8.66% 3.7
PWW
2877
Pettyjohn Wood & White
Virginia
$313M +$44.8M +17% 16.4% 70.9% 145 13.1% 4.6
First Command Bank
2878
First Command Bank
Texas
$313M +$128M +70% 15.7% 34.1% 367 17.98% 2.7
First Command Financial Services
2879
First Command Financial Services
Texas
$313M +$128M +70% 15.7% 34.4% 367 17.98% 2.7
Sicart Associates
2880
Sicart Associates
New York
$313M +$50M +19% 28.9% 113% 118 21.19% 1.6
Galibier Capital Management
2881
Galibier Capital Management
Ontario, Canada
$312M +$82.8M +36% 14.3% 66.8% 44 29.55% 1
ArchPoint Investors
2882
ArchPoint Investors
Florida
$312M +$58.5M +23% 25.6% 111% 138 21.01% 2.7
Edenbrook Capital
2883
Edenbrook Capital
New York
$312M +$180M +136% 18.1% 267% 19 26.32% 0.4
Marotta Asset Management
2884
Marotta Asset Management
Virginia
$312M +$52.1M +20% 15.3% 51% 84 10.71% 0.5
Rosenblum Silverman Sutton
2885
Rosenblum Silverman Sutton
California
$312M +$61.2M +24% 33.9% 90.1% 71 19.72% 3.3
IBEX Wealth Advisors
2886
IBEX Wealth Advisors
New Jersey
$311M +$54.3M +21% 19.2% 221% 113 32.74% 1.3
Samsara BioCapital
2887
Samsara BioCapital
California
$311M +$137M +79% 36.9% 1,580% 36 33.33% 0.7
American National Bank & Trust
2888
American National Bank & Trust
Texas
$311M +$56.5M +22% 20% 102% 223 17.49% 2.8
Mitchell Capital Management
2889
Mitchell Capital Management
Kansas
$311M +$54.2M +21% 25.4% 234% 144 14.58% 2
DC
2890
Derby & Company
Massachusetts
$310M +$60.7M +24% 14.4% 33.7% 62 35.48% 0.9
Hudson Edge Investment Partners
2891
Hudson Edge Investment Partners
New Jersey
$310M +$46.9M +18% 17.4% 67.9% 140 20% 3.4
Intersect Capital
2892
Intersect Capital
California
$310M +$58.7M +23% 23.1% 57.2% 201 23.38% 2.5
Summit Wealth Partners
2893
Summit Wealth Partners
Florida
$310M +$63.9M +26% 13.4% 44.9% 147 29.25% 0.3
Portland Global Advisors
2894
Portland Global Advisors
Maine
$310M +$51.2M +20% 17.7% 43.4% 109 11.01% 4.8
Symphony Asset Management
2895
Symphony Asset Management
California
$309M -$8.92M -3% 15.8% 21.6% 52 44.23% 0.7
LA
2896
Lynch & Associates
Indiana
$309M +$37M +14% 15.3% 73.5% 101 2.97% 5.4
Cooper Financial Group
2897
Cooper Financial Group
California
$309M +$69M +29% 18.4% 87.2% 200 29% 0.8
Founders Financial Securities
2898
Founders Financial Securities
Maryland
$309M +$40M +15% 17.3% 71% 193 45.6% 1
Systelligence LLC
2899
Systelligence LLC
Minnesota
$309M +$94.5M +44% 18.2% 57.3% 62 35.48% 0.3
TCIM
2900
TOMS Capital Investment Management
New York
$308M -$272M -47% 25.9% 203% 19 89.47% 0.2