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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)
RDST Capital
4001
RDST Capital
Washington
$265M +$21.5M +9% 1.73% 43% 19 26.32% 1.2
BBJS Financial Advisors
4002
BBJS Financial Advisors
Washington
$264M +$14.2M +6% 2.93% – 130 7.69% 0.7
Bridge Creek Capital Management
4003
Bridge Creek Capital Management
Massachusetts
$264M -$15.4M -6% 4.57% 76.5% 101 2.97% 5.7
Coston McIsaac & Partners
4004
Coston McIsaac & Partners
Maine
$264M -$27M -9% 4.48% 34.3% 911 16.14% 1
Round Rock Advisors
4005
Round Rock Advisors
Connecticut
$264M -$13.2M -5% 3.89% 87.4% 147 5.44% 1.8
HPC
4006
Hobart Private Capital
North Carolina
$263M -$5.52M -2% 4.61% 60% 44 22.73% 1.1
Navalign LLC
4007
Navalign LLC
California
$263M +$12.6M +5% 3.54% 50.7% 139 22.3% 1.8
Keystone Wealth Services
4008
Keystone Wealth Services
California
$263M -$4.35M -2% 2.48% 80.1% 220 16.36% 1.3
Compton Financial Group
4009
Compton Financial Group
Maryland
$263M -$1.93M -0.7% 3.25% 37.7% 37 21.62% 2
RA
4010
Rovida Advisors
Florida
$263M +$33.7M +15% 1.14% 24.8% 21 28.57% 1.8
Flagstar Advisors
4011
Flagstar Advisors
New York
$263M -$2.78M -1% 3.82% 81.9% 168 14.88% 1.6
Maltese Capital Management
4012
Maltese Capital Management
New York
$263M -$26.5M -9% 2.54% 114% 105 20% 2.9
Matthew 25 Management Corp
4013
Matthew 25 Management Corp
Pennsylvania
$263M -$8.04M -3% 0.57% 141% 22 0% 5.3
WR Wealth Planners
4014
WR Wealth Planners
Missouri
$263M +$4.34M +2% 2.61% 22.1% 956 9.41% 0.9
Cornerstone Planning Group
4015
Cornerstone Planning Group
New Jersey
$262M +$9.33M +4% 3.48% 60% 1,333 30.01% 0.5
PRW Wealth Management
4016
PRW Wealth Management
Massachusetts
$262M -$28.9M -10% 1.66% 42.3% 118 44.07% 1.1
Cincinnati Specialty Underwriters Insurance
4017
Cincinnati Specialty Underwriters Insurance
Ohio
$262M -$11.1M -4% 5.08% 115% 38 0% 7.1
Cobalt Capital Management
4018
Cobalt Capital Management
New Jersey
$262M +$2.3M +0.9% 2.3% 235% 38 57.89% 0.7
DMKJ
4019
David M. Knott Jr
$262M +$10.7M +4% 5.62% 169% 162 27.78% 1.2
AH Equity Partners LSV III
4020
AH Equity Partners LSV III
California
$262M -$28.2M -10% 7.46% – 3 0% 1.6
Outlook Wealth Advisors
4021
Outlook Wealth Advisors
Texas
$262M -$2.64M -1% 2.15% 76% 216 16.2% 1.7
ArchPoint Investors
4022
ArchPoint Investors
Florida
$262M +$3.16M +1% 2.68% 111% 58 5.17% 4.2
WPWealth
4023
WPWealth
Texas
$261M +$28.3M +12% 3.11% 38.2% 65 21.54% 0.5
Northcape Wealth Management
4024
Northcape Wealth Management
New York
$261M -$16M -6% 3.07% 66% 153 11.11% 1.1
Lloyd Harbor Capital Management
4025
Lloyd Harbor Capital Management
New York
$261M +$69.4M +36% 24.4% 144% 21 42.86% 0.3