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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
GFA
3226
Gallagher Fiduciary Advisors
Illinois
$494M +$47.6M +11% 7.95% 25.1% 305 26.23%
III
3227
Independent Investors Inc
New York
$493M +$37.8M +8% 9.03% 61.6% 69 2.9%
TF
3228
TLWM Financial
Texas
$493M +$28.5M +6% 5.01% 48% 75 10.67%
HPCM
3229
Hunter Perkins Capital Management
Illinois
$493M +$17M +4% 8.11% 58% 110 6.36%
FA
3230
Fermata Advisors
California
$493M +$57.2M +13% 5.41% 49.3% 259 16.22%
LGA
3231
Lebenthal Global Advisors
New York
$493M +$36.3M +8% 5.19% 50.8% 199 18.59%
SC
3232
Schoolcraft Capital
Colorado
$493M +$26.5M +6% 5.95% 54.3% 69 5.8%
SAI
3233
Savvy Advisors Inc
New York
$492M +$186M +61% 5.67% 374 25.94%
MC
3234
Montag & Caldwell
Georgia
$492M -$2.73M -0.6% 4.49% 91.3% 89 8.99%
RP
3235
Rowlandmiller & Partners
Georgia
$492M +$33.7M +7% 7.89% 84% 186 5.91%
PC
3236
Permanens Capital
New York
$492M -$487M -50% 5.62% 76.9% 55 54.55%
RBCM
3237
Raub Brock Capital Management
California
$492M +$34.3M +7% 11% 56.3% 40 5%
LA
3238
LM Advisors
California
$492M -$75.4M -13% 4.57% 186 15.59%
HIM
3239
HughesLittle Investment Management
$492M +$35.9M +8% 8.73% 106% 17 0%
GC
3240
Gibson Capital
Pennsylvania
$491M +$38.3M +8% 8.86% 60.4% 79 15.19%
SFS
3241
Security Financial Services
Indiana
$491M +$30.9M +7% 5.63% 60.7% 176 15.34%
DIM
3242
Delta Investment Management
California
$491M +$37.5M +8% 4.04% 65.8% 260 24.23%
GRA
3243
Goehring & Rozencwajg Associates
New York
$491M -$13.1M -3% 2% 148% 48 8.33%
WCFA
3244
Walkner Condon Financial Advisors
Wisconsin
$490M +$26.7M +6% 6.31% 56.8% 276 11.59%
BWM
3245
Brickley Wealth Management
California
$490M +$33.5M +7% 7.58% 62.6% 48 4.17%
MCO
3246
MAK Capital One
New York
$489M +$71.5M +17% 24.9% 200% 10 10%
LWM
3247
LJI Wealth Management
Indiana
$489M +$36.9M +8% 4.87% 61.5% 197 7.11%
HFM
3248
Hartford Financial Management
Connecticut
$489M +$23M +5% 6.6% 79.6% 409 10.27%
LBIM
3249
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 22.3% 53.9% 24 41.67%
CHCM
3250
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 8.51% 151% 36 38.89%