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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)
Edge Wealth Management
3526
Edge Wealth Management
New York
$594M +$9.08M +2% 7.13% 75.3% 91 10.99% 5.8
RI
3527
RPTC Inc
Wyoming
$594M +$23M +4% 4.9% 66.4% 7 0% 6.5
Kirr Marbach & Co
3528
Kirr Marbach & Co
Indiana
$594M +$45M +8% 15.2% 121% 59 6.78% 4.5
Drake & Associates
3529
Drake & Associates
Wisconsin
$594M +$68.9M +13% 9.04% 47.9% 118 26.27% 1.8
ALM First Financial Advisors
3530
ALM First Financial Advisors
Texas
$594M +$36.2M +6% 7.28% 50.5% 25 12% 2.9
JMAC Enterprises
3531
JMAC Enterprises
Pennsylvania
$593M +$71.4M +14% 13.8% 65% 126 10.32% 2.9
Science & Technology Partners
3532
Science & Technology Partners
New York
$593M +$211M +55% 64.8% – 104 77.88% 0.2
Astoria Portfolio Advisors
3533
Astoria Portfolio Advisors
New York
$593M +$123M +26% 16.4% 75.4% 369 22.76% 1.6
Matthew Goff Investment Advisor
3534
Matthew Goff Investment Advisor
Texas
$593M -$7.24M -1% 18.2% 89.6% 117 30.77% 4.5
FFA
3535
Florida Financial Advisors
Florida
$592M +$174M +42% 37.2% – 396 28.54% 1.1
Studio Investment Management
3536
Studio Investment Management
Illinois
$592M +$37.1M +7% 8.06% 51.3% 192 9.9% 3.2
Duncker Streett & Co
3537
Duncker Streett & Co
Missouri
$591M +$64.7M +12% 16.6% 102% 548 7.3% 7
Anatole Investment Management
3538
Anatole Investment Management
Hong Kong
$590M -$126M -18% 145% 3,486% 21 66.67% 0.3
Dorsey Wright & Associates
3539
Dorsey Wright & Associates
California
$590M -$217M -27% 31.2% 311% 195 51.79% 0.8
Estuary Capital Management
3540
Estuary Capital Management
Minnesota
$589M -$8.35M -1% 10.9% – 33 69.7% 0.4
CenterStar Asset Management
3541
CenterStar Asset Management
Illinois
$589M -$209M -26% 18.4% 104% 566 76.86% 0.4
Helen Stephens Group
3542
Helen Stephens Group
Texas
$589M +$87.5M +17% 9.86% 53.4% 136 11.76% 2.3
SP
3543
Solel Partners
Massachusetts
$588M +$121M +26% 22.2% 25.9% 25 28% 1.5
New World Advisors
3544
New World Advisors
Massachusetts
$588M +$19.6M +3% 1.63% 84.1% 127 36.22% 1.5
Triata Capital
3545
Triata Capital
Hong Kong
$588M +$36.5M +7% 10.9% – 14 14.29% 1.3
Nuance Investments
3546
Nuance Investments
Missouri
$588M -$129M -18% 4.55% 3.13% 56 30.36% 2.4
WestHill Financial Advisors
3547
WestHill Financial Advisors
California
$587M +$64.4M +12% 12.4% 62.9% 85 14.12% 3.7
CFMC
3548
Curbstone Financial Management Corp
New Hampshire
$587M +$64.3M +12% 14% 69.6% 221 11.31% 6.5
Whalerock Point Partners
3549
Whalerock Point Partners
Rhode Island
$587M +$68.7M +13% 15.5% 103% 213 10.33% 5.5
MFA Wealth Advisors
3550
MFA Wealth Advisors
Pennsylvania
$587M +$78.5M +15% 14.1% 68.6% 106 23.58% 2.4