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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
PA
3626
Parkside Advisors
California
$323M +$20.7M +7% 4.2% 36.7% 79 8.86%
CCM
3627
Carderock Capital Management
Maryland
$323M +$35.6M +12% 7.38% 88.6% 126 54.76%
EPDL
3628
El Puerto de Liverpool
Mexico
$323M +$66.2M +26% 25.8% 1 0%
CSC
3629
Cove Street Capital
California
$322M -$13.1M -4% 14% 84.2% 90 18.89%
PBF
3630
Petix & Botte Financial
California
$322M +$174M +117% 3.45% 47.5% 117 35.04%
TCM
3631
Tekne Capital Management
New York
$322M -$44.3M -12% 7.85% 516% 12 8.33%
JJ
3632
Johnson & Johnson
New Jersey
$322M +$14.6M +5% 30.7% 281% 23 4.35%
GFG
3633
GR Financial Group
Arizona
$322M +$41.2M +15% 7.09% 66.6% 14 14.29%
PCM
3634
PenderFund Capital Management
British Columbia, Canada
$322M +$3.24M +1% 2.69% 129% 163 50.92%
IC
3635
Inscription Capital
Texas
$322M -$57M -15% 5.11% 211 13.74%
CCT
3636
Capital City Trust
Florida
$322M +$7.8M +2% 4.54% 86.1% 124 9.68%
GWA
3637
Geometric Wealth Advisors
District of Columbia
$321M +$34.9M +12% 4.52% 62.1% 39 7.69%
TCM
3638
Tradewinds Capital Management
Washington
$321M +$2.71M +0.9% 0.91% 85.2% 525 14.67%
PIM
3639
Progressive Investment Management
Oregon
$321M +$10.9M +4% 10.9% 126% 61 8.2%
AWM
3640
Accurate Wealth Management
Florida
$321M +$30.5M +11% 8.29% 93.2% 295 24.41%
BEW
3641
Burton Enright Welch
California
$320M +$58.2M +22% 5.3% 62.8% 75 16%
WCA
3642
Waypoint Capital Advisors
Minnesota
$320M +$13.4M +4% 5.89% 50.3% 136 5.15%
AWM
3643
Adams Wealth Management
Utah
$320M +$10.6M +3% 7.32% 105% 108 7.41%
MWM
3644
MinichMacGregor Wealth Management
New York
$320M +$18.1M +6% 6.53% 119% 105 22.86%
SC
3645
Steginsky Capital
New York
$320M +$39.9M +14% 13.9% 115% 7 0%
DF
3646
Donoghue Forlines
Massachusetts
$320M +$42.1M +15% 4.77% 199% 284 41.2%
VARA
3647
Value Aligned Research Advisors
New Jersey
$320M +$37.3M +13% 12.9% 1,641% 22 40.91%
FC
3648
Franchise Capital
Cayman Islands
$319M -$64.1M -17% 28% 537% 26 73.08%
CH
3649
Canton Hathaway
Rhode Island
$319M +$26M +9% 8.65% 84.7% 251 13.94%
MM
3650
Meridian Management
Arkansas
$319M +$14.4M +5% 4.19% 57.8% 96 8.33%