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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)
Meridian Wealth Management
3326
Meridian Wealth Management
Kentucky
$220M +$50M +29% 15.7% 117% 217 38.71% 1
World Investment Advisors
3327
World Investment Advisors
California
$220M -$3.22M -1% 10.4% 65.4% 166 28.31% 0.2
Nalanda India Fund
3328
Nalanda India Fund
Mauritius
$220M +$21.8M +11% 29.1% 15.3% 1 0% 0.3
Realta Investment Advisors
3329
Realta Investment Advisors
Delaware
$220M – – 14.6% 151% 1,371 – 0
AIP
3330
Ahrens Investment Partners
Louisiana
$219M +$5.03M +2% 12.9% 82.3% 194 26.8% 1.5
Premier Fund Managers
3331
Premier Fund Managers
United Kingdom
$219M +$47.3M +27% 11.4% 56.6% 50 20% 1.9
Farmers & Merchants Trust Company
3332
Farmers & Merchants Trust Company
California
$219M +$19.8M +10% 8.83% 79.8% 146 10.27% 0.2
Chicago Capital Management
3333
Chicago Capital Management
Illinois
$219M -$31.9M -13% 45.7% 270% 42 83.33% 0.1
Sound Income Strategies
3334
Sound Income Strategies
Florida
$219M +$28.3M +15% 9.01% 31.4% 863 16.45% 1
ECM
3335
EagleClaw Capital Management
Massachusetts
$219M +$28.4M +15% 15.2% 104% 122 8.2% 3.5
Quantamental Technologies
3336
Quantamental Technologies
New York
$219M +$51.6M +31% 16.6% 24.2% 1,982 58.22% 0.1
New England Investment & Retirement Group
3337
New England Investment & Retirement Group
Massachusetts
$219M +$44.5M +26% 11.5% 72.5% 66 37.88% 1.2
FA
3338
FMA Advisory
Pennsylvania
$219M +$25.4M +13% 11.8% 46.7% 153 8.5% 1.6
Raab & Moskowitz Asset Management
3339
Raab & Moskowitz Asset Management
New Jersey
$219M +$15.7M +8% 11.4% 75% 175 17.14% 3.1
RHFI
3340
Reilly Herbert Faulkner III
$219M +$34.7M +19% 14.4% 80.6% 48 10.42% 3.8
Financial Consulate
3341
Financial Consulate
Maryland
$219M +$52.1M +31% 12.9% 61.4% 117 19.66% 2.2
LCM
3342
Lionstone Capital Management
New York
$219M +$12.5M +6% 14.3% 74.1% 16 0% 3.1
SC
3343
Stralem & Co
New York
$218M +$8.82M +4% 13.8% 25.5% 48 35.42% 3.5
Northstar Wealth Partners
3344
Northstar Wealth Partners
Connecticut
$218M +$27.7M +15% 12.9% 36.2% 182 10.44% 1.2
DLG
3345
Daniel L. Goodwin
$218M +$27.5M +14% 13.2% 72.6% 95 5.26% 3.4
Iowa State Bank
3346
Iowa State Bank
Iowa
$218M +$19.8M +10% 10.9% 85.7% 104 3.85% 3.7
Starfire Investment Advisers
3347
Starfire Investment Advisers
Michigan
$218M +$32.3M +17% 13.3% 19.2% 161 13.04% 1.1
Trimaran Fund Management
3348
Trimaran Fund Management
New York
$218M -$36.2M -14% 14.2% 82.8% 1 0% 4.3
Strategic Wealth Partners
3349
Strategic Wealth Partners
Ohio
$218M +$19.7M +10% 9.38% – 853 21.57% 0.9
White Lighthouse Investment Management
3350
White Lighthouse Investment Management
Massachusetts
$218M +$35.8M +20% 10.1% 62% 126 15.87% 1