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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
SFA
3276
Stewardship Financial Advisors
Georgia
$212M +$11.6M +6% 5.44% 39.1% 76 38.16%
FCM
3277
Firsthand Capital Management
California
$212M -$1.07M -0.5% 17.7% 154% 56 17.86%
BWM
3278
Brickley Wealth Management
California
$212M -$5.37M -2% 4.77% 62.6% 42 42.86%
ACP
3279
Arcus Capital Partners
Georgia
$212M +$7.02M +3% 2.48% 82.6% 113 13.27%
PI
3280
Parkside Investments
Illinois
$212M +$7.46M +4% 4.42% 70% 162 48.77%
OFM
3281
Omega Fund Management
Massachusetts
$211M +$75.9M +56% 1.48% 112% 14 7.14%
DLG
3282
Daniel L. Goodwin
$211M -$5.02M -2% 1.39% 72.6% 99 7.07%
LP
3283
LGL Partners
Pennsylvania
$211M -$1.35M -0.6% 3.4% 56.3% 59 11.86%
APSP
3284
Asset Planning Services (Pennsylvania)
Pennsylvania
$211M +$6.09M +3% 5.49% 62.1% 290 10%
FWC
3285
First Washington Corp
Washington
$210M +$8.66M +4% 6.09% 104% 90 23.33%
AIC
3286
Aurora Investment Counsel
Georgia
$210M +$4.62M +2% 4.99% 23.4% 131 23.66%
IFA
3287
Interactive Financial Advisors
Illinois
$210M -$1.04M -0.5% 3.48% 37.7% 128 19.53%
IBT
3288
International Biotechnology Trust
United Kingdom
$210M -$50M -19% 9.76% 11.1% 57 15.79%
TFM
3289
Trimaran Fund Management
New York
$210M +$19.3M +10% 10.1% 82.8% 1 0%
CT
3290
CPF Texas
Texas
$210M +$21.5M +11% 4.82% 281 22.42%
BFO
3291
Biltmore Family Office
North Carolina
$210M +$9.01M +4% 5.08% 73.5% 148 4.73%
FBT
3292
First Bankers Trust
Kentucky
$210M +$17.3M +9% 8.35% 78.9% 140 7.14%
BLAM
3293
Bourne Lent Asset Management
New York
$210M +$20.1M +11% 12% 75.7% 59 6.78%
ZF
3294
Zhang Financial
Michigan
$210M +$13.1M +7% 4.12% 56.8% 81 9.88%
CC
3295
Covalis Capital
United Kingdom
$209M +$16.3M +8% 1.48% 31.3% 42 71.43%
WA
3296
WealthTrust-Arizona
Arizona
$209M +$14.7M +8% 5.7% 20.2% 743 11.04%
CWM
3297
Catamount Wealth Management
Connecticut
$209M +$1.94M +0.9% 5.85% 70.7% 196 12.76%
WPIC
3298
White Pine Investment Company
Michigan
$209M +$15.8M +8% 8.46% 66.3% 55 14.55%
NWP
3299
Northstar Wealth Partners
Connecticut
$209M +$8.88M +4% 7.28% 36.2% 196 17.86%
SA
3300
Sicart Associates
New York
$208M +$17.8M +9% 4.45% 89.1% 89 4.49%