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
DC
2776
Derby & Company
Massachusetts
$310M +$60.7M +24% 62
HEIP
2777
Hudson Edge Investment Partners
New Jersey
$310M +$46.9M +18% 140
IC
2778
Intersect Capital
California
$310M +$58.7M +23% 200
SWP
2779
Summit Wealth Partners
Florida
$310M +$63.9M +26% 147
PGA
2780
Portland Global Advisors
Maine
$310M +$51.2M +20% 109
LA
2781
Lynch & Associates
Indiana
$309M +$37M +14% 101
CFG
2782
Cooper Financial Group
California
$309M +$69M +29% 201
FFS
2783
Founders Financial Securities
Maryland
$309M +$40M +15% 193
SL
2784
Systelligence LLC
Minnesota
$309M +$94.5M +44% 62
PP
2785
Pegasus Partners
Wisconsin
$308M +$53.1M +21% 142
F
2786
Filament
Washington
$308M +$42.1M +16% 37
MCG
2787
McCollum Christoferson Group
New York
$308M +$57.7M +23% 69
IWA
2788
Intercontinental Wealth Advisors
Texas
$308M +$118M +63% 191
TCA
2789
Transcend Capital Advisors
New Jersey
$307M -$26.2M -8% 227
CCB
2790
Cutter & Co Brokerage
Missouri
$307M +$41.8M +16% 290
CC
2791
Clearline Capital
New York
$307M +$90.6M +42% 98
MAM
2792
Marquette Asset Management
Minnesota
$307M +$64.9M +27% 266
PWPS
2793
Pinnacle Wealth Planning Services
Ohio
$307M +$97M +46% 288
SPIA
2794
Strategic Point Investment Advisors
Rhode Island
$306M +$72.5M +31% 26
EWA
2795
Evolution Wealth Advisors
Florida
$305M +$57.5M +23% 586
MGIA
2796
Matthew Goff Investment Advisor
Texas
$305M +$67.3M +28% 74
PFBT
2797
Parkside Financial Bank & Trust
Missouri
$305M +$40.9M +15% 1,805
BRC
2798
Bishop Rock Capital
New York
$305M +$36.3M +14% 26
KM
2799
Kylin Management
New York
$304M +$72.9M +31% 11
CHP
2800
Cable Hill Partners
Oregon
$304M +$25.7M +9% 99