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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
HP
4926
Hartree Partners
New York
$291M -$64.6M -18% 14.2% 138% 110 67.27%
SIC
4927
Samalin Investment Counsel
New York
$291M +$29.6M +11% 7.74% 62.8% 337 15.13%
EP
4928
Essential Planning
New Hampshire
$290M +$21.9M +8% 4.56% 38.1% 85 3.53%
BFA
4929
Buttonwood Financial Advisors
Maryland
$290M +$41.3M +17% 4.97% 66.3% 103 3.88%
VW
4930
Veridan Wealth
Oregon
$290M 19.8% 79
HAM
4931
Harmony Asset Management
Arizona
$290M +$23.2M +9% 9.45% 180 11.11%
SA
4932
Skyline Advisors
Washington
$290M +$19.5M +7% 4.67% 102 11.76%
BFS
4933
Burkett Financial Services
South Carolina
$290M +$12.4M +4% 5.21% 247 17.81%
UWM
4934
USAdvisors Wealth Management
Minnesota
$290M +$20.9M +8% 5.87% 55% 143 11.89%
WPWM
4935
Windward Private Wealth Management
Kansas
$290M +$12.5M +5% 4.66% 35.5% 44 4.55%
RWM
4936
RBA Wealth Management
California
$290M +$21.4M +8% 9.74% 77.7% 97 8.25%
YCG
4937
Yeomans Consulting Group
Georgia
$290M +$47.7M +20% 8.83% 128 44.53%
RWM
4938
Revisor Wealth Management
Ohio
$290M +$12.4M +4% 7.91% 62.8% 291 15.46%
WSIB
4939
Washington State Investment Board
Washington
$290M +$33.2M +13% 31.9% 567% 2 0%
GC
4940
GFG Capital
Florida
$290M -$45.2M -14% 13.5% 128% 390 83.85%
AP
4941
Arlington Partners
Alabama
$289M +$18.3M +7% 3.48% 43.7% 66 13.64%
SAS
4942
Stelac Advisory Services
New York
$289M +$26.2M +10% 8.62% 84.9% 119 20.17%
WA
4943
Waterford Advisors
New York
$289M +$18.4M +7% 6.32% 50.5% 58 15.52%
ACM
4944
Argyle Capital Management
Pennsylvania
$289M +$13.4M +5% 6.09% 95.8% 135 2.22%
LSA
4945
Lion Street Advisors
Texas
$289M -$40.7M -12% 2.04% 38% 341 53.96%
BIC
4946
B&I Capital
Switzerland
$289M -$5.09M -2% 1.67% 30.5% 31 6.45%
LA
4947
LFL Advisers
Illinois
$289M +$38.7M +15% 14.1% 83% 8 0%
DFG
4948
Demars Financial Group
Washington
$289M +$28.3M +11% 7.88% 59.6% 101 22.77%
VWM
4949
Vigilare Wealth Management
Arizona
$289M +$21.9M +8% 8.57% 56.9% 135 22.96%
EPIME
4950
Evelyn Partners Investment Management (Europe)
$289M +$10M +4% 10.3% 189 7.94%