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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)
Evolution Wealth Advisors
3351
Evolution Wealth Advisors
Florida
$218M -$1.6M -0.7% 11.3% 84.5% 157 43.31% 0.2
Peak Financial Management
3352
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 9.37% 58.2% 56 5.36% 1.8
AC
3353
Asturias Capital
New York
$217M +$3.83M +2% 20% 94.2% 25 56% 0.5
Finepoint Capital
3354
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 7.57% 27.4% 4 75% 0.2
Pier 88 Investment Partners
3355
Pier 88 Investment Partners
California
$217M +$19.7M +10% 5.99% 36.1% 108 21.3% 1
Stewardship Financial Advisors
3356
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 11.1% 39.1% 73 21.92% 1.8
First Sabrepoint Capital Management
3357
First Sabrepoint Capital Management
Texas
$217M +$26.5M +14% 18% 218% 34 35.29% 0.5
YorkBridge Wealth Partners
3358
YorkBridge Wealth Partners
New York
$217M +$28M +15% 13.8% 36.5% 799 7.88% 1.9
Matthew Goff Investment Advisor
3359
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 10.8% 89.6% 54 9.26% 1.6
Kestrel Investment Management
3360
Kestrel Investment Management
California
$216M +$17.9M +9% 16.1% 89.2% 50 20% 1.3
Aveo Capital Partners
3361
Aveo Capital Partners
Colorado
$216M +$16.2M +8% 7.87% 19.1% 175 30.86% 1.3
Wooster Corthell Wealth Management
3362
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 10.7% 39.1% 39 15.38% 2.8
TrueWealth LLC
3363
TrueWealth LLC
Georgia
$216M +$18.6M +9% 9.03% – 778 5.4% 1.2
APSP
3364
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 10.4% 62.1% 285 8.42% 2.8
Shine Investment Advisory Services
3365
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 13.4% 29% 734 11.72% 1.5
Inspire Investing
3366
Inspire Investing
Idaho
$215M +$66.6M +45% 14.7% 107% 323 33.13% 0.8
Think Investments
3367
Think Investments
California
$215M +$47.6M +28% 27.3% 285% 12 41.67% 1.6
McNamara Financial Services
3368
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 9.06% 42.6% 40 5% 2.4
CA
3369
Continental Advisors
Utah
$215M -$112M -34% 14.3% 73.6% 104 21.15% 3.1
Perkins Coie Trust Company
3370
Perkins Coie Trust Company
Washington
$215M +$24M +13% 13.8% 83.2% 315 5.71% 3.9
Roanoke Asset Management
3371
Roanoke Asset Management
New Jersey
$215M +$26M +14% 16.8% 50.3% 112 13.39% 3.9
Sharkey, Howes & Javer
3372
Sharkey, Howes & Javer
Colorado
$214M +$60.9M +40% 11.5% 60.2% 237 12.24% 2.8
LCP
3373
Legacy Capital Partners
Wisconsin
$214M +$25.6M +14% 12.8% 85.6% 138 10.14% 3.4
Trivium Point Advisory
3374
Trivium Point Advisory
Connecticut
$214M +$49.4M +30% 13.6% 106% 167 22.75% 0.2
Permit Capital
3375
Permit Capital
Pennsylvania
$214M +$46.5M +28% 18.4% 121% 27 0% 4.4