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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
GIC
3326
GFI Investment Counsel
Ontario, Canada
$199M +$4.68M +2% 1.35% 41.8% 38 36.84%
BFA
3327
Benedict Financial Advisors
Georgia
$199M -$8.97M -4% 2.66% 62% 106 4.72%
TL
3328
TrueWealth LLC
Georgia
$198M -$14.7M -7% 2.38% 976 19.26%
RAG
3329
Roof Advisory Group
Pennsylvania
$198M +$22.3M +13% 1.13% 37 16.22%
NDSI
3330
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 1.31% 73.5% 165 9.7%
BWM
3331
Brickley Wealth Management
California
$198M +$9.23M +5% 0.86% 62.6% 26 15.38%
FU
3332
Fairfield University
Connecticut
$198M -$2.36M -1% 1.16% 61.9% 4 0%
YEPI
3333
Yorktown Energy Partners IX
New York
$198M -$15.6M -7% 6.59% 67.3% 3 0%
ECM
3334
EagleClaw Capital Management
Massachusetts
$198M -$677K -0.3% 0.34% 104% 114 5.26%
HFM
3335
Hartford Financial Management
Connecticut
$198M -$6.26M -3% 1.34% 79.6% 369 12.74%
GC
3336
Gobi Capital
California
$197M -$6.72M -3% 0.96% 93.7% 10 30%
HFBOT
3337
Home Federal Bank of Tennessee
Tennessee
$197M -$7.17M -4% 3.05% 65.2% 66 1.52%
HPIA
3338
Hamilton Point Investment Advisors
North Carolina
$197M +$5.67M +3% 1.26% 79.3% 70 4.29%
VW
3339
Vantage Wealth
California
$197M +$8.22M +4% 1.88% 56.1% 24 4.17%
PTB
3340
Pioneer Trust Bank
Oregon
$197M -$7.34M -4% 1.75% 61.4% 73 1.37%
TAM
3341
Toscafund Asset Management
United Kingdom
$197M -$10.5M -5% 0.26% 80.9% 6 16.67%
BWA
3342
Burt Wealth Advisors
Maryland
$196M +$35.7M +22% 0.42% 57.3% 415 9.16%
SHA
3343
Shelter Harbor Advisors
Connecticut
$196M +$112M +132% 0.75% 31 61.29%
BRM
3344
Boston Research & Management
Massachusetts
$196M -$3.16M -2% 1.37% 53.8% 97 2.06%
NWP
3345
Northstar Wealth Partners
Connecticut
$196M +$83M +74% 1.57% 36.2% 204 46.57%
CWM
3346
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 0.04% 31.9% 136 20.59%
CT
3347
CPF Texas
Texas
$196M -$8.61M -4% 1.58% 301 35.88%
WRTC
3348
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 1.53% 62.1% 8 0%
PC
3349
Peavine Capital
Nevada
$195M -$1.16M -0.6% 1.49% 27.7% 17 5.88%
FA
3350
Fiducient Advisors
Illinois
$195M +$38.2M +24% 1.56% 52.3% 20 65%