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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
TFO
4726
Timonier Family Office
North Carolina
$305M +$37.8M +14% 6.4% 58 6.9%
FAFC
4727
First American Financial Corporation
California
$305M +$11.5M +4% 31.8% 3 0%
PPWM
4728
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 8.78% 93.9% 219 15.53%
YWM
4729
Yukon Wealth Management
Kansas
$305M +$25.5M +9% 9.68% 134 17.16%
BCM
4730
Boone Capital Management
Georgia
$305M +$71.8M +31% 59.3% 255% 19 57.89%
SPFSPD
4731
Sava Pension Fund (Sava Penzisko Drushtvo)
$305M 9.72% 24
BE
4732
Bonness Enterprises
District of Columbia
$305M -$548K -0.2% 1.91% 94.6% 38 0%
HPC
4733
Highland Peak Capital
Connecticut
$305M +$37.2M +14% 17% 150% 20 60%
WLPWM
4734
Walled Lake Planning & Wealth Management
Illinois
$305M -$1.9M -0.6% 5.28% 51.7% 150 10.67%
CWA
4735
Consilio Wealth Advisors
Washington
$304M +$24M +9% 6.8% 53.3% 99 16.16%
NI
4736
NYL Investors
New York
$304M -$58.4M -16% 2.86% 7.55% 37 2.7%
TFG
4737
Tilson Financial Group
New Jersey
$304M +$39.2M +15% 5.08% 39.3% 79 7.59%
OFCM
4738
One Fin Capital Management
California
$304M +$8.23M +3% 16.7% 75.5% 31 77.42%
FPWM
4739
FSB Premier Wealth Management
Iowa
$304M +$23.8M +9% 5.52% 43.1% 234 11.11%
WIC
4740
Whitegate Investment Counselors
New Hampshire
$304M +$9.26M +3% 5.33% 40.3% 70 8.57%
SC
4741
Schiavi & Co
Delaware
$303M +$8.65M +3% 3.68% 33% 45 13.33%
FWA
4742
Flagship Wealth Advisors
Massachusetts
$303M +$38.2M +14% 7.99% 442 19.46%
EP
4743
Essential Partners
California
$303M +$52.7M +21% 10.2% 2,813 24.35%
BDA
4744
Borer Denton & Associates
Pennsylvania
$303M +$14.7M +5% 6.21% 44.2% 62 8.06%
EWA
4745
Etesian Wealth Advisors
Oregon
$303M +$34.6M +13% 5.76% 54.8% 139 7.19%
CPW
4746
Crestmont Private Wealth
Texas
$303M +$26M +9% 6.54% 45.8% 96 14.58%
BSI
4747
Bennett Selby Investments
Maine
$302M +$21.5M +8% 7.4% 69.8% 82 9.76%
MFA
4748
Morling Financial Advisors
California
$302M -$3.44M -1% 6.49% 87.8% 117 23.08%
LI
4749
LHM Inc
Utah
$302M +$510K +0.2% 4.59% 22 4.55%
MHP
4750
Manatuck Hill Partners
Connecticut
$302M +$36.6M +14% 24.2% 424% 148 53.38%