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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)
Samalin Investment Counsel
5051
Samalin Investment Counsel
New York
$198M +$23.8M +14% 8.71% 68.3% 284 13.73% 2.2
Foresite Capital Management IV
5052
Foresite Capital Management IV
California
$198M +$17.8M +10% 42.8% 151% 7 28.57% 2.7
Jacobsen Capital Management
5053
Jacobsen Capital Management
Utah
$198M +$13.5M +7% 11.9% 97.3% 86 18.6% 1.9
Saiph Capital
5054
Saiph Capital
New Jersey
$198M +$14.8M +8% 9.24% 52.4% 47 27.66% 1.4
Bull Street Advisors
5055
Bull Street Advisors
Georgia
$198M +$8.59M +5% 7.16% 48.5% 92 5.43% 4
Investors Asset Management of Georgia
5056
Investors Asset Management of Georgia
Georgia
$197M +$16.1M +9% 13.4% 118% 172 12.79% 6.1
Alpha Financial Advisors
5057
Alpha Financial Advisors
North Carolina
$197M +$39.4M +25% 10.2% 41.6% 49 34.69% 0.8
Evernest Financial Advisors
5058
Evernest Financial Advisors
Indiana
$197M – – 9.96% – 122 – 1.9
Consilio Wealth Advisors
5059
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 12% 66.4% 60 28.33% 1.1
Caldwell Sutter Capital
5060
Caldwell Sutter Capital
California
$197M +$16.1M +9% 10.9% 79.5% 991 13.42% 0.7
Mountaineer Partners Management
5061
Mountaineer Partners Management
New York
$197M +$40.7M +26% 16.9% 158% 15 13.33% 1.1
Precedent Wealth Partners
5062
Precedent Wealth Partners
Texas
$197M – – 9.77% 61.1% 131 – 0
RFG Holdings
5063
RFG Holdings
Texas
$197M +$19.6M +11% 8.26% 74.2% 28 14.29% 1.3
Kathleen S. Wright Associates
5064
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 9.64% 66% 221 23.98% 1.3
WorthPointe
5065
WorthPointe
California
$197M +$26.9M +16% 10.6% 59.7% 83 30.12% 0.9
First Financial Corp
5066
First Financial Corp
Indiana
$197M +$26M +15% 13.9% 95.3% 402 10.95% 6.3
Crestmont Private Wealth
5067
Crestmont Private Wealth
Texas
$197M +$33M +20% 9.93% 54.8% 50 6% 1.1
Reliant Investment Management
5068
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 12.2% 129% 65 13.85% 2.7
ShankerValleau Wealth Advisors
5069
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 8.48% 60.3% 23 4.35% 1.5
TPG Financial Advisors
5070
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 8.77% – 63 22.22% 2.5
CWM
5071
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 8.43% 51.3% 41 0% 2.7
Greencape Capital
5072
Greencape Capital
Australia
$196M +$11.6M +6% 16.6% 98.1% 3 0% 2.8
Sterling Investment Counsel
5073
Sterling Investment Counsel
New York
$196M +$21.4M +12% 11.1% 93.8% 171 19.88% 1.4
SL
5074
SIB LLC
New York
$196M +$27.1M +16% 18.9% 29.2% 18 0% 8.3
Investment Research & Advisory Group
5075
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 12.6% 105% 236 13.98% 2.5