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
WWM
2751
Windsor Wealth Management
Indiana
$314M +$66.3M +27% 196
DCM
2752
Dimension Capital Management
Florida
$314M +$39M +14% 101
PFA
2753
Paradigm Financial Advisors
Missouri
$314M +$45.6M +17% 140
PAM
2754
Peak Asset Management
Colorado
$314M +$54.4M +21% 135
IC
2755
Impactive Capital
New York
$313M +$79.6M +34% 8
FA
2756
Fagan Associates
New York
$313M +$61.7M +25% 114
PWW
2757
Pettyjohn Wood & White
Virginia
$313M +$44.8M +17% 145
FCB
2758
First Command Bank
Texas
$313M +$128M +70% 367
FCFS
2759
First Command Financial Services
Texas
$313M +$128M +70% 367
CBA
2760
Coastal Bridge Advisors
Connecticut
$313M +$40.3M +15% 164
SA
2761
Sicart Associates
New York
$313M +$50M +19% 118
HFM
2762
Hartford Financial Management
Connecticut
$313M +$62.4M +25% 357
GCM
2763
Galibier Capital Management
Ontario, Canada
$312M +$82.8M +36% 44
AI
2764
ArchPoint Investors
Florida
$312M +$58.5M +23% 138
MAM
2765
Marotta Asset Management
Virginia
$312M +$52.1M +20% 84
GSWM
2766
Golden State Wealth Management
California
$312M +$84.9M +37% 1,031
RSS
2767
Rosenblum Silverman Sutton
California
$312M +$61.2M +24% 71
IWA
2768
IBEX Wealth Advisors
New Jersey
$311M +$54.3M +21% 113
SB
2769
Samsara BioCapital
California
$311M +$137M +79% 36
ANBT
2770
American National Bank & Trust
Texas
$311M +$56.5M +22% 223
MCM
2771
Mitchell Capital Management
Kansas
$311M +$54.2M +21% 144
DC
2772
Derby & Company
Massachusetts
$310M +$60.7M +24% 62
HEIP
2773
Hudson Edge Investment Partners
New Jersey
$310M +$46.9M +18% 140
IC
2774
Intersect Capital
California
$310M +$58.7M +23% 200
SWP
2775
Summit Wealth Partners
Florida
$310M +$63.9M +26% 147