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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
PWW
2876
Pettyjohn Wood & White
Virginia
$313M +$44.8M +17% 16.4% 70.9% 145 13.1%
FCB
2877
First Command Bank
Texas
$313M +$128M +70% 15.7% 34.1% 367 17.98%
FCFS
2878
First Command Financial Services
Texas
$313M +$128M +70% 15.7% 34.4% 367 17.98%
SA
2879
Sicart Associates
New York
$313M +$50M +19% 28.9% 99.1% 118 21.19%
GCM
2880
Galibier Capital Management
Ontario, Canada
$312M +$82.8M +36% 14.3% 66.8% 44 29.55%
AI
2881
ArchPoint Investors
Florida
$312M +$58.5M +23% 25.6% 111% 138 21.01%
EC
2882
Edenbrook Capital
New York
$312M +$180M +136% 18.1% 267% 19 26.32%
MAM
2883
Marotta Asset Management
Virginia
$312M +$52.1M +20% 15.3% 45.7% 84 10.71%
RSS
2884
Rosenblum Silverman Sutton
California
$312M +$61.2M +24% 33.9% 90.1% 71 19.72%
IWA
2885
IBEX Wealth Advisors
New Jersey
$311M +$54.3M +21% 19.2% 221% 113 32.74%
SB
2886
Samsara BioCapital
California
$311M +$137M +79% 36.9% 1,580% 36 33.33%
ANBT
2887
American National Bank & Trust
Texas
$311M +$56.5M +22% 20% 95.1% 223 17.49%
MCM
2888
Mitchell Capital Management
Kansas
$311M +$54.2M +21% 25.4% 219% 144 14.58%
DC
2889
Derby & Company
Massachusetts
$310M +$60.7M +24% 14.4% 33.7% 62 35.48%
HEIP
2890
Hudson Edge Investment Partners
New Jersey
$310M +$46.9M +18% 17.4% 68.8% 140 20%
IC
2891
Intersect Capital
California
$310M +$58.7M +23% 23.1% 57.2% 201 23.38%
SWP
2892
Summit Wealth Partners
Florida
$310M +$63.9M +26% 13.4% 44.9% 147 29.25%
PGA
2893
Portland Global Advisors
Maine
$310M +$51.2M +20% 17.7% 43.4% 109 11.01%
SAM
2894
Symphony Asset Management
California
$309M -$8.92M -3% 15.8% 21.6% 52 44.23%
LA
2895
Lynch & Associates
Indiana
$309M +$37M +14% 15.3% 62.9% 101 2.97%
CFG
2896
Cooper Financial Group
California
$309M +$69M +29% 18.4% 78.6% 200 29%
FFS
2897
Founders Financial Securities
Maryland
$309M +$40M +15% 17.3% 64.3% 193 45.6%
SL
2898
Systelligence LLC
Minnesota
$309M +$94.5M +44% 18.2% 57.3% 62 35.48%
TCIM
2899
TOMS Capital Investment Management
New York
$308M -$272M -47% 25.9% 203% 19 89.47%
PP
2900
Pegasus Partners
Wisconsin
$308M +$53.1M +21% 21.4% 32.6% 142 15.49%