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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
PFM
3351
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 9.37% 51.8% 56 5.36%
AC
3352
Asturias Capital
New York
$217M +$3.83M +2% 20% 94.2% 25 56%
FC
3353
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 7.57% 27.4% 4 75%
P8IP
3354
Pier 88 Investment Partners
California
$217M +$19.7M +10% 5.99% 36.1% 108 21.3%
SFA
3355
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 11.1% 39.1% 73 21.92%
FSCM
3356
First Sabrepoint Capital Management
Texas
$217M +$26.5M +14% 18% 218% 34 35.29%
YWP
3357
YorkBridge Wealth Partners
New York
$217M +$28M +15% 13.8% 36.5% 799 7.88%
MGIA
3358
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 10.8% 79.9% 54 9.26%
KIM
3359
Kestrel Investment Management
California
$216M +$17.9M +9% 16.1% 89.2% 50 20%
ACP
3360
Aveo Capital Partners
Colorado
$216M +$16.2M +8% 7.87% 19.1% 175 30.86%
WCWM
3361
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 10.7% 39.1% 39 15.38%
TL
3362
TrueWealth LLC
Georgia
$216M +$18.6M +9% 9.03% 778 5.4%
APSP
3363
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 10.4% 62.1% 285 8.42%
SIAS
3364
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 13.4% 29% 734 11.72%
II
3365
Inspire Investing
Idaho
$215M +$66.6M +45% 14.7% 108% 323 33.13%
TI
3366
Think Investments
California
$215M +$47.6M +28% 27.3% 285% 12 41.67%
MFS
3367
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 9.06% 42.6% 40 5%
CA
3368
Continental Advisors
Utah
$215M -$112M -34% 14.3% 69% 104 21.15%
PCTC
3369
Perkins Coie Trust Company
Washington
$215M +$24M +13% 13.8% 70.8% 315 5.71%
RAM
3370
Roanoke Asset Management
New Jersey
$215M +$26M +14% 16.8% 50.3% 112 13.39%
SHJ
3371
Sharkey, Howes & Javer
Colorado
$214M +$60.9M +40% 11.5% 54.6% 237 12.24%
LCP
3372
Legacy Capital Partners
Wisconsin
$214M +$25.6M +14% 12.8% 85.6% 138 10.14%
TPA
3373
Trivium Point Advisory
Connecticut
$214M +$49.4M +30% 13.6% 106% 167 22.75%
PC
3374
Permit Capital
Pennsylvania
$214M +$46.5M +28% 18.4% 121% 27 0%
BBPWM
3375
Blue Bell Private Wealth Management
Pennsylvania
$214M +$24.1M +13% 13.7% 62.5% 217 10.6%