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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
MBT
3001
Montecito Bank & Trust
California
$440M +$20.9M +5% 6.12% 238 4.62%
PRCP
3002
Pacific Ridge Capital Partners
Oregon
$440M +$33.5M +8% 5.05% 112% 135 5.93%
EGWAG
3003
Elwood & Goetz Wealth Advisory Group
Georgia
$439M +$19.8M +5% 3.05% 40.7% 70 10%
FSA
3004
Fort Sheridan Advisors
Illinois
$438M +$44.4M +11% 7.71% 87.2% 209 8.61%
HI
3005
Human Investing
Oregon
$438M +$26.3M +6% 4.12% 52% 108 16.67%
MP
3006
Marcho Partners
United Kingdom
$438M +$15.3M +4% 16.2% 112% 14 21.43%
MSWM
3007
McGlone Suttner Wealth Management
Wisconsin
$438M +$49M +13% 4.64% 56% 154 11.69%
SHFP
3008
Second Half Financial Partners
Florida
$438M +$269M +160% 3.1% 36.8% 153 76.47%
SDWMA
3009
Schneider Downs Wealth Management Advisors
Pennsylvania
$438M -$49.1M -10% 1.06% 43.5% 118 7.63%
MCM
3010
Mitchell Capital Management
Kansas
$437M +$34.2M +8% 11% 155% 121 5.79%
BPIM
3011
Brant Point Investment Management
New York
$437M -$163M -27% 8.96% 126% 93 34.41%
AWM
3012
Affinity Wealth Management
Delaware
$436M +$10.5M +2% 6.49% 116% 122 27.87%
GCM
3013
Galibier Capital Management
Ontario, Canada
$436M +$13.1M +3% 1.34% 66.8% 40 12.5%
LIM
3014
Longfellow Investment Management
Massachusetts
$435M -$1.58M -0.4% 3.02% 49.9% 311 24.76%
ECM
3015
EagleClaw Capital Management
Massachusetts
$435M +$10.6M +3% 4.84% 96.5% 130 6.92%
PWW
3016
Pettyjohn Wood & White
Virginia
$435M +$25.4M +6% 6% 62.7% 180 7.22%
PC
3017
Permanens Capital
New York
$434M -$26.7M -6% 5.59% 74.7% 43 51.16%
GEA
3018
Glen Eagle Advisors
New Jersey
$434M +$35.5M +9% 7.44% 63% 1,141 12.01%
YDMI
3019
Y.D. More Investments
Israel
$434M -$10.2M -2% 6.88% 231% 359 10.58%
CGA
3020
Compound Global Advisors
Washington
$433M +$40M +10% 8.09% 45 42.22%
FA
3021
Faithward Advisors
Pennsylvania
$433M -$8M -2% 2.51% 86.7% 327 23.85%
GCMG
3022
Gyroscope Capital Management Group
Florida
$433M +$40.7M +10% 5.54% 24.8% 220 39.09%
JCM
3023
JAT Capital Management
Connecticut
$433M +$97.6M +29% 25.2% 446% 50 68%
SFWA
3024
Summit Financial Wealth Advisors
Louisiana
$433M +$11M +3% 1.77% 61.5% 134 15.67%
PAM
3025
Peak Asset Management
Colorado
$432M +$23.3M +6% 6.99% 58.1% 145 6.21%