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
TP
2701
Toronado Partners
California
$359M -$24.3M -6% 12
MAM
2702
Marquette Asset Management
Minnesota
$359M +$52.3M +17% 249
PWP
2703
Principle Wealth Partners
Connecticut
$359M +$18.3M +5% 477
AWM
2704
Avitas Wealth Management
California
$359M +$57.5M +19% 191
SB
2705
Samsara BioCapital
California
$359M +$47.7M +15% 44
OWM
2706
Orgel Wealth Management
Wisconsin
$358M +$93.1M +35% 55
HCA
2707
Heck Capital Advisors
Wisconsin
$358M -$115M -24% 109
BEAM
2708
Baker Ellis Asset Management
Washington
$358M +$19M +6% 197
LPAM
2709
Legion Partners Asset Management
California
$358M +$12.9M +4% 16
LF
2710
Lee Financial
Texas
$358M -$2.34M -0.6% 585
FSCM
2711
Front Street Capital Management
Montana
$358M +$23.7M +7% 59
GCM
2712
Gabalex Capital Management
New York
$357M +$39.7M +13% 24
BCVI
2713
Bain Capital Venture Investors
Massachusetts
$357M -$53M -13% 3
PW
2714
Price Wealth
Texas
$357M +$19.4M +6% 470
CAS
2715
Cascadia Advisory Services
Oregon
$357M +$30.3M +9% 226
HAM
2716
Harber Asset Management
North Carolina
$356M -$24.9M -7% 40
VPIM
2717
Vanguard Personalized Indexing Management
California
$356M +$136M +62% 478
RSS
2718
Rosenblum Silverman Sutton
California
$356M +$44.8M +14% 66
SNT
2719
Security National Trust
West Virginia
$356M +$22.3M +7% 431
CIP
2720
Capital Insight Partners
Arizona
$356M +$38.7M +12% 143
ODCM
2721
Old Dominion Capital Management
Virginia
$356M +$32.6M +10% 153
FCMI
2722
Foresite Capital Management I
California
$355M +$37.9M +12% 4
WDL
2723
Well Done LLC
Michigan
$355M -$8.78M -2% 154
GBBWRPM
2724
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354M +$10.5M +3% 104
LIM
2725
Lathrop Investment Management
Arkansas
$354M +$19.3M +6% 71