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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)
Northstar Wealth Partners
3326
Northstar Wealth Partners
Connecticut
$225M +$6.27M +3% 2.7% 36.2% 186 6.45% 1.5
SP
3327
StackLine Partners
New York
$225M +$27.3M +14% 3.31% 12.7% 22 27.27% 0.3
Beck Bode LLC
3328
Beck Bode LLC
Massachusetts
$225M +$17.3M +8% 4.17% 155% 77 37.66% 0.4
Trivium Point Advisory
3329
Trivium Point Advisory
Connecticut
$224M +$10.2M +5% 4.87% 106% 173 16.18% 0.4
Keating Investment Counselors
3330
Keating Investment Counselors
Florida
$224M +$3.11M +1% 2.53% 50% 66 4.55% 4.4
Kellner Capital
3331
Kellner Capital
New York
$224M +$76.8M +52% 8.83% 390% 47 74.47% 0.2
Farmers & Merchants Trust Company
3332
Farmers & Merchants Trust Company
California
$224M +$4.4M +2% 3.08% 79.8% 143 5.59% 0.5
Starfire Investment Advisers
3333
Starfire Investment Advisers
Michigan
$224M +$5.74M +3% 2.8% 19.2% 163 4.29% 1.4
Trust Company of Oklahoma
3334
Trust Company of Oklahoma
Oklahoma
$223M +$3.46M +2% 3.8% 101% 128 3.91% 3.8
AP
3335
Arlington Partners
Alabama
$223M +$83.5M +60% 1.8% 46.4% 266 45.49% 0.7
Rainier Group Investment Advisory
3336
Rainier Group Investment Advisory
Washington
$223M -$3.8M -2% 3.89% 41.4% 45 15.56% 1.6
Lincoln Capital
3337
Lincoln Capital
Nebraska
$223M +$16.1M +8% 7.43% 67.1% 79 11.39% 3.1
JHL Capital Group
3338
JHL Capital Group
Illinois
$223M -$8.89M -4% 0.71% – 13 61.54% 0.5
WealthStone
3339
WealthStone
Ohio
$223M +$220M +7,919% 3.28% – 1,020 87.55% 0
Liberty Capital Management
3340
Liberty Capital Management
Michigan
$223M +$24.5M +12% 4.79% – 123 11.38% 3.6
Peak Financial Management
3341
Peak Financial Management
Massachusetts
$223M +$5.21M +2% 2.45% 58.2% 56 1.79% 2
Wooster Corthell Wealth Management
3342
Wooster Corthell Wealth Management
Connecticut
$223M +$6.56M +3% 2.77% 39.1% 38 0% 3
Manchester Financial
3343
Manchester Financial
California
$222M +$16.1M +8% 2.96% 73% 535 86.92% 0.1
PCMK
3344
Paragon Capital Management (Kansas)
Kansas
$222M +$11.8M +6% 2.22% 87.5% 361 45.15% 1.3
Financial Consulate
3345
Financial Consulate
Maryland
$222M +$3.48M +2% 2.95% 61.4% 114 15.79% 2.4
WAM
3346
Warlander Asset Management
New York
$222M -$60.3M -21% 21% 0.72% 8 37.5% 0.7
WoodTrust Financial
3347
WoodTrust Financial
Wisconsin
$222M +$13M +6% 4.46% 80.3% 76 7.89% 1.3
180 Wealth Advisors
3348
180 Wealth Advisors
Washington
$222M +$1.78M +0.8% 4.1% 136% 267 13.86% 1.1
Occidental Asset Management
3349
Occidental Asset Management
California
$222M +$14.2M +7% 3.72% 82.5% 152 10.53% 2.6
RDA Financial Network
3350
RDA Financial Network
Iowa
$222M +$10.2M +5% 3.11% 93.4% 240 12.08% 0.2