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
MAM
2701
Marquette Asset Management
Minnesota
$359M +$52.3M +17% 249
PWP
2702
Principle Wealth Partners
Connecticut
$359M +$18.3M +5% 477
AWM
2703
Avitas Wealth Management
California
$359M +$57.5M +19% 191
SB
2704
Samsara BioCapital
California
$359M +$47.7M +15% 44
OWM
2705
Orgel Wealth Management
Wisconsin
$358M +$93.1M +35% 55
HCA
2706
Heck Capital Advisors
Wisconsin
$358M -$115M -24% 109
BEAM
2707
Baker Ellis Asset Management
Washington
$358M +$19M +6% 197
LPAM
2708
Legion Partners Asset Management
California
$358M +$12.9M +4% 16
LF
2709
Lee Financial
Texas
$358M -$2.34M -0.6% 585
FSCM
2710
Front Street Capital Management
Montana
$358M +$23.7M +7% 59
GCM
2711
Gabalex Capital Management
New York
$357M +$39.7M +13% 24
BCVI
2712
Bain Capital Venture Investors
Massachusetts
$357M -$53M -13% 3
PW
2713
Price Wealth
Texas
$357M +$19.4M +6% 470
CAS
2714
Cascadia Advisory Services
Oregon
$357M +$30.3M +9% 226
HAM
2715
Harber Asset Management
North Carolina
$356M -$24.9M -7% 40
VPIM
2716
Vanguard Personalized Indexing Management
California
$356M +$136M +62% 478
RSS
2717
Rosenblum Silverman Sutton
California
$356M +$44.8M +14% 66
SNT
2718
Security National Trust
West Virginia
$356M +$22.3M +7% 431
CIP
2719
Capital Insight Partners
Arizona
$356M +$38.7M +12% 143
ODCM
2720
Old Dominion Capital Management
Virginia
$356M +$32.6M +10% 153
FCMI
2721
Foresite Capital Management I
California
$355M +$37.9M +12% 4
WDL
2722
Well Done LLC
Michigan
$355M -$8.78M -2% 154
GBBWRPM
2723
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354M +$10.5M +3% 104
LIM
2724
Lathrop Investment Management
Arkansas
$354M +$19.3M +6% 71
NEWAS
2725
N.E.W. Advisory Services
Wisconsin
$354M +$32.7M +10% 97