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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
HS
2676
Huntington Steele
Pennsylvania
$236M +$2.57M +1% 2.32% 69.8% 52 3.85%
SFG
2677
Sather Financial Group
Texas
$236M +$6.68M +3% 1.05% 70% 53 15.09%
BWFM
2678
Bridgewater Wealth & Financial Management
Maryland
$236M +$1.39M +0.6% 0.14% 30.8% 79 3.8%
FBT
2679
First Bankers Trust
Kentucky
$236M +$2.54M +1% 0.34% 78.9% 152 5.92%
FC
2680
Forte Capital
New York
$235M +$2.23M +1% 0.41% 98.3% 161 7.45%
LA
2681
LVW Advisors
New York
$235M +$24.9M +12% 0.23% 71.5% 158 13.29%
BCB
2682
Brian C. Broderick
$235M -$6.24M -3% 0.64% 98.6% 105 3.81%
BFG
2683
Bouchey Financial Group
New York
$234M +$12.4M +6% 0.43% 66.7% 69 2.9%
SCM
2684
Summit Capital Management
Washington
$234M -$13.9M -6% 1.03% 12.4% 82 39.02%
HDIM
2685
Hanson & Doremus Investment Management
Vermont
$234M -$2.47M -1% 1.44% 80.8% 478 10.25%
MCM
2686
Matterhorn Capital Management
Texas
$234M +$10.4M +5% 3.52% 38.8% 59 20.34%
GIP
2687
Greatmark Investment Partners
Georgia
$234M +$942K +0.4% 0.87% 62% 92 8.7%
LWA
2688
Lenox Wealth Advisors
New York
$234M -$14.4M -6% 1.98% 35.7% 359 25.07%
WPC
2689
White Pine Capital
Minnesota
$233M -$13.2M -5% 0.48% 143% 225 11.56%
CGC
2690
Cloud Gate Capital
Illinois
$233M +$40.1M +21% 4.1% 41 51.22%
SIPS
2691
Shelter Insurance Profit Sharing
Missouri
$233M -$7.12M -3% 2.21% 42 7.14%
MC
2692
Muzinich & Co
New York
$233M +$8.87M +4% 4.06% 9.67% 37 2.7%
SP
2693
Stairway Partners
Illinois
$232M -$903K -0.4% 0.42% 43.9% 8 0%
WFG
2694
Windsor Financial Group
Minnesota
$232M +$9.12M +4% 2.16% 15.3% 95 26.32%
NCM
2695
Noesis Capital Mangement
Florida
$232M -$9.61M -4% 0.65% 128% 115 11.3%
RCP
2696
Rothschild Capital Partners
New York
$232M +$8.04M +4% 3.29% 90.8% 52 32.69%
GMA
2697
Goldstein Munger & Associates
California
$231M -$3.5M -1% 1.07% 11.9% 31 6.45%
FGA
2698
Flood Gamble Associates
New York
$230M -$4.14M -2% 0.67% 58 5.17%
IHG
2699
Insight Holdings Group
New York
$230M -$244M -51% 3.11% 111% 8 50%
IMIM
2700
Irving Magee Investment Management
Pennsylvania
$230M -$991K -0.4% 2.22% 39.9% 53 7.55%