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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
RHFI
3276
Reilly Herbert Faulkner III
$219M +$34.7M +19% 14.4% 80.6% 48 10.42%
FC
3277
Financial Consulate
Maryland
$219M +$52.1M +31% 12.9% 53.3% 117 19.66%
LCM
3278
Lionstone Capital Management
New York
$219M +$12.5M +6% 14.3% 89.6% 16 0%
SC
3279
Stralem & Co
New York
$218M +$8.82M +4% 13.8% 25.5% 48 35.42%
NWP
3280
Northstar Wealth Partners
Connecticut
$218M +$27.7M +15% 12.9% 36.2% 182 10.44%
DLG
3281
Daniel L. Goodwin
$218M +$27.5M +14% 13.2% 72.6% 95 5.26%
ISB
3282
Iowa State Bank
Iowa
$218M +$19.8M +10% 10.9% 76% 104 3.85%
SIA
3283
Starfire Investment Advisers
Michigan
$218M +$32.3M +17% 13.3% 19.2% 161 13.04%
TFM
3284
Trimaran Fund Management
New York
$218M -$36.2M -14% 14.2% 82.8% 1 0%
SWP
3285
Strategic Wealth Partners
Ohio
$218M +$19.7M +10% 9.38% 853 21.57%
WLIM
3286
White Lighthouse Investment Management
Massachusetts
$218M +$35.8M +20% 10.1% 46.8% 126 15.87%
EWA
3287
Evolution Wealth Advisors
Florida
$218M -$1.6M -0.7% 11.3% 66.4% 157 43.31%
PFM
3288
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 9.37% 51.8% 56 5.36%
AC
3289
Asturias Capital
New York
$217M +$3.83M +2% 20% 94.2% 25 56%
FC
3290
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 7.57% 24.8% 4 75%
P8IP
3291
Pier 88 Investment Partners
California
$217M +$19.7M +10% 5.99% 27% 108 21.3%
SFA
3292
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 11.1% 39.1% 73 21.92%
FSCM
3293
First Sabrepoint Capital Management
Texas
$217M +$26.5M +14% 18% 182% 34 35.29%
YWP
3294
YorkBridge Wealth Partners
New York
$217M +$28M +15% 13.8% 36.5% 799 7.88%
MGIA
3295
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 10.8% 79.9% 54 9.26%
KIM
3296
Kestrel Investment Management
California
$216M +$17.9M +9% 16.1% 82.9% 50 20%
ACP
3297
Aveo Capital Partners
Colorado
$216M +$16.2M +8% 7.87% 19.1% 175 30.86%
WCWM
3298
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 10.7% 39.1% 39 15.38%
TL
3299
TrueWealth LLC
Georgia
$216M +$18.6M +9% 9.03% 778 5.4%
APSP
3300
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 10.4% 62.1% 285 8.42%