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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 Avg Holding
Period (Yrs)
SH
2951
Sandia Holdings
Connecticut
$233M +$18.5M +9% 4.29% – 28 21.43% 0.5
Matthew Goff Investment Advisor
2952
Matthew Goff Investment Advisor
Texas
$233M +$121M +109% 3.33% 89.6% 70 47.14% 0.3
American Financial Network Advisory Services
2953
American Financial Network Advisory Services
California
$233M – – 4.33% – 782 – 0
Wittenberg Investment Management
2954
Wittenberg Investment Management
Massachusetts
$233M +$12.6M +6% 3.89% 89.9% 83 8.43% 0.7
McRae Capital Management
2955
McRae Capital Management
New Jersey
$232M -$14M -6% 2.08% 78.2% 95 10.53% 3.1
Rothschild Capital Partners
2956
Rothschild Capital Partners
New York
$232M -$31.2M -12% 4.98% 90.8% 56 28.57% 1.7
KAS
2957
Kemnay Advisory Services
New York
$232M +$59.6M +34% 4.06% 167% 129 36.43% 1.3
Domani Wealth
2958
Domani Wealth
Pennsylvania
$232M -$10.8M -4% 2.29% 48.6% 99 8.08% 1.9
Fieldpoint Private Securities
2959
Fieldpoint Private Securities
Connecticut
$232M +$85.1M +58% 4.31% 47.2% 624 77.56% 0.1
BlueSky Wealth Advisors
2960
BlueSky Wealth Advisors
North Carolina
$232M +$15.5M +7% 2.53% 42.9% 54 7.41% 0.7
BP Capital Fund Advisors
2961
BP Capital Fund Advisors
Texas
$232M +$22.9M +11% 2.34% 17.9% 59 25.42% 1
Lyell Wealth Management
2962
Lyell Wealth Management
California
$232M +$26.1M +13% 6.81% 128% 110 14.55% 0.6
Tiptree Advisors
2963
Tiptree Advisors
New York
$231M -$47.7M -17% 1.34% – 48 22.92% 0.7
NIC
2964
Northwest Investment Counselors
Oregon
$231M +$10.3M +5% 4.31% 32.4% 363 19.28% 1.4
Rikoon Group
2965
Rikoon Group
New Mexico
$231M +$5.5M +2% 4.44% 63.3% 172 10.47% 0.9
Capital Investment Counsel Inc
2966
Capital Investment Counsel Inc
North Carolina
$231M +$5.61M +2% 5.17% 174% 159 11.32% 3
Dorsey Asset Management
2967
Dorsey Asset Management
Illinois
$231M +$17.5M +8% 12.2% 122% 11 18.18% 0.6
SA
2968
Strategic Advisors
New York
$231M +$11.7M +5% 4.41% 106% 151 9.93% 2.3
Watermark Asset Management
2969
Watermark Asset Management
California
$230M +$8.22M +4% 3.35% – 260 6.54% 0.5
Evermay Wealth Management
2970
Evermay Wealth Management
Virginia
$230M +$4.82M +2% 3.59% 56.2% 106 12.26% 2.3
Integrated Investment Consultants
2971
Integrated Investment Consultants
Michigan
$230M +$8.56M +4% 3.96% 70.2% 663 14.48% 1.2
Parker Investment Management
2972
Parker Investment Management
California
$230M +$30.7M +15% 7.27% 208% 23 26.09% 1.1
Keating Investment Counselors
2973
Keating Investment Counselors
Florida
$230M +$1.68M +0.7% 2.43% 50% 64 0% 3.4
Shikiar Asset Management
2974
Shikiar Asset Management
New York
$230M -$1.89M -0.8% 5.99% 117% 120 18.33% 1.9
ThornTree Capital Partners
2975
ThornTree Capital Partners
Massachusetts
$230M +$17M +8% 6.8% 217% 18 11.11% 0.5