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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
EC
3226
Edenbrook Capital
New York
$586M +$120M +26% 9.05% 267% 27 44.44%
IG
3227
Ithaka Group
Virginia
$586M +$1.6M +0.3% 5.69% 143% 41 12.2%
SWA
3228
Serenus Wealth Advisors
California
$585M -$5.21M -0.9% 4.94% 71 21.13%
CT
3229
Clearstead Trust
Maine
$585M +$56.7M +11% 9.82% 111% 1,574 9.4%
MGIA
3230
Matthew Goff Investment Advisor
Texas
$585M +$44.5M +8% 8.49% 79.9% 99 6.06%
RIS
3231
Retirement Income Solutions
Michigan
$585M +$39.8M +7% 6.73% 60.8% 170 10%
JHCP
3232
Jackson Hole Capital Partners
Oklahoma
$585M +$39.3M +7% 6.74% 71.4% 310 10.32%
CFS
3233
Commonwealth Financial Services
West Virginia
$584M +$65M +13% 5.69% 58.2% 241 15.77%
OFS
3234
Orrstown Financial Services
Pennsylvania
$584M +$110M +23% 6.22% 144 13.89%
MCM
3235
Mitchell Capital Management
Kansas
$584M +$49.2M +9% 12.3% 219% 139 32.37%
PEP
3236
Providence Equity Partners
Rhode Island
$584M -$263M -31% 2.14% 12.4% 3 0%
AWC
3237
Abundance Wealth Counselors
Pennsylvania
$583M +$49.3M +9% 7.8% 94.7% 175 9.14%
SWA
3238
SOA Wealth Advisors
New York
$583M +$50.9M +10% 9.65% 79.1% 938 11.09%
JSA
3239
Jacobson & Schmitt Advisors
Wisconsin
$583M +$18.5M +3% 6.15% 70.3% 91 29.67%
AIM
3240
Advyzon Investment Management
Illinois
$583M +$131M +29% 8.01% 500 28.2%
PDL
3241
Portfolio Design Labs
California
$582M +$73.1M +14% 7.94% 230 48.26%
AL
3242
AIP LLC
New York
$582M -$131M -18% 12.5% 54.9% 2 0%
PAMI
3243
Perseverance Asset Management International
Cayman Islands
$582M +$185M +46% 20.2% 120% 15 40%
LNWTC
3244
Laird Norton Wetherby Trust Company
Washington
$582M -$146M -20% 6.92% 88.1% 73 16.44%
TCM
3245
Topline Capital Management
California
$582M -$1.86M -0.3% 1.19% 53 41.51%
CRB
3246
Chad R. Baker
$581M +$42.8M +8% 9.12% 108% 54 7.41%
BPC
3247
Bearing Point Capital
Minnesota
$581M +$37.6M +7% 8.86% 171 7.6%
SAM
3248
Sompo Asset Management
Japan
$581M +$5.2M +0.9% 7.71% 84.7% 194 10.31%
FGA
3249
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 9.34% 91.2% 568 12.68%
FTC
3250
Farmers Trust Company
Ohio
$580M +$44.8M +8% 7.64% 73.5% 198 8.08%