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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
F
2901
Filament
Washington
$308M +$42.1M +16% 25.4% 46.9% 37 18.92%
AGAM
2902
Avalon Global Asset Management
California
$308M +$95.7M +45% 46.6% 278% 58 58.62%
MCG
2903
McCollum Christoferson Group
New York
$308M +$57.7M +23% 26.6% 47.8% 69 14.49%
PWPS
2904
Pinnacle Wealth Planning Services
Ohio
$308M +$97.3M +46% 22.2% 82.1% 289 26.64%
IWA
2905
Intercontinental Wealth Advisors
Texas
$308M +$118M +63% 23.6% 46.7% 191 24.08%
TCA
2906
Transcend Capital Advisors
New Jersey
$307M -$26.2M -8% 21.4% 71.6% 227 57.27%
CCB
2907
Cutter & Co Brokerage
Missouri
$307M +$41.8M +16% 25.8% 40.4% 290 33.79%
CC
2908
Clearline Capital
New York
$307M +$90.6M +42% 17.9% 57.4% 98 69.39%
MAM
2909
Marquette Asset Management
Minnesota
$307M +$64.9M +27% 24.6% 63.5% 266 15.41%
LCM
2910
Lonestar Capital Management
California
$306M +$207M +208% 39.2% 260% 27 66.67%
SPIA
2911
Strategic Point Investment Advisors
Rhode Island
$306M +$72.5M +31% 17.1% 51.9% 26 19.23%
PFBT
2912
Parkside Financial Bank & Trust
Missouri
$306M +$42M +16% 22.3% 63.3% 1,806 21.54%
EWA
2913
Evolution Wealth Advisors
Florida
$305M +$57.5M +23% 24.8% 84.5% 585 56.92%
MGIA
2914
Matthew Goff Investment Advisor
Texas
$305M +$67.3M +28% 11.7% 79.9% 74 27.03%
BRC
2915
Bishop Rock Capital
New York
$305M +$36.3M +14% 20.8% 35.4% 26 26.92%
KM
2916
Kylin Management
New York
$304M +$72.9M +31% 43.7% 126% 11 36.36%
CHP
2917
Cable Hill Partners
Oregon
$304M +$25.7M +9% 12.3% 20.3% 99 25.25%
LWANC
2918
Laurel Wealth Advisors (North Carolina)
North Carolina
$304M +$38M +14% 16.4% 63.3% 562 7.47%
WCP
2919
Welch Capital Partners
New York
$304M +$53.7M +21% 23.7% 79.2% 24 12.5%
RIA
2920
Realta Investment Advisors
Delaware
$304M +$71.1M +31% 26.4% 126% 364 24.73%
MWM
2921
Madison Wealth Management
Ohio
$304M +$54.6M +22% 23.1% 35.1% 128 20.31%
NA
2922
Newport Asia
California
$304M -$44.1M -13% 12.6% 6 16.67%
LIA
2923
LSP Investment Advisors
New York
$304M +$126M +71% 41.6% 79.5% 19 52.63%
TB
2924
Terril Brothers
Missouri
$304M +$73.5M +32% 20.8% 94.4% 61 13.11%
GBT
2925
Grove Bank & Trust
Florida
$304M +$50.3M +20% 18.9% 71.8% 184 16.3%