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
SWP
2776
Summit Wealth Partners
Florida
$310M +$63.9M +26% 147
PGA
2777
Portland Global Advisors
Maine
$310M +$51.2M +20% 109
LA
2778
Lynch & Associates
Indiana
$309M +$37M +14% 101
CFG
2779
Cooper Financial Group
California
$309M +$69M +29% 201
FFS
2780
Founders Financial Securities
Maryland
$309M +$40M +15% 193
SL
2781
Systelligence LLC
Minnesota
$309M +$94.5M +44% 62
PP
2782
Pegasus Partners
Wisconsin
$308M +$53.1M +21% 142
F
2783
Filament
Washington
$308M +$42.1M +16% 37
MCG
2784
McCollum Christoferson Group
New York
$308M +$57.7M +23% 69
IWA
2785
Intercontinental Wealth Advisors
Texas
$308M +$118M +63% 191
TCA
2786
Transcend Capital Advisors
New Jersey
$307M -$26.2M -8% 227
CCB
2787
Cutter & Co Brokerage
Missouri
$307M +$41.8M +16% 290
CC
2788
Clearline Capital
New York
$307M +$90.6M +42% 98
MAM
2789
Marquette Asset Management
Minnesota
$307M +$64.9M +27% 266
PWPS
2790
Pinnacle Wealth Planning Services
Ohio
$307M +$97M +46% 288
SPIA
2791
Strategic Point Investment Advisors
Rhode Island
$306M +$72.5M +31% 26
EWA
2792
Evolution Wealth Advisors
Florida
$305M +$57.5M +23% 586
MGIA
2793
Matthew Goff Investment Advisor
Texas
$305M +$67.3M +28% 74
PFBT
2794
Parkside Financial Bank & Trust
Missouri
$305M +$40.9M +15% 1,804
BRC
2795
Bishop Rock Capital
New York
$305M +$36.3M +14% 26
KM
2796
Kylin Management
New York
$304M +$72.9M +31% 11
CHP
2797
Cable Hill Partners
Oregon
$304M +$25.7M +9% 99
LWANC
2798
Laurel Wealth Advisors (North Carolina)
North Carolina
$304M +$38M +14% 563
WCP
2799
Welch Capital Partners
New York
$304M +$53.7M +21% 24
RIA
2800
Realta Investment Advisors
Delaware
$304M +$71.1M +31% 364