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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)
IFO
7776
Intrepid Family Office
Florida
$135M +$11.6M +9% 7.3% – 46 39.13% 1.6
RD Lewis Holdings
7777
RD Lewis Holdings
Florida
$135M +$19.7M +17% 17.8% – 91 7.69% 1.3
Granite Islands Private Wealth
7778
Granite Islands Private Wealth
Connecticut
$135M +$26.7M +25% 21.2% – 82 19.51% 0.4
Lakeshore Capital Group
7779
Lakeshore Capital Group
Illinois
$135M +$12.6M +10% 13.3% – 79 10.13% 1.3
Barnett & Company
7780
Barnett & Company
Tennessee
$135M +$6.39M +5% 14.2% 65.9% 95 16.84% 3.9
Titan Investment Management
7781
Titan Investment Management
Indiana
$135M +$21.7M +19% 30.8% – 41 17.07% 0.4
BFI Wealth Solutions
7782
BFI Wealth Solutions
Texas
$135M +$30.8M +30% 7.68% – 83 10.84% 0.4
Benningfield Financial Advisors
7783
Benningfield Financial Advisors
California
$135M +$8.28M +7% 6.51% – 19 5.26% 1.2
Paragon Capital Management (Utah)
7784
Paragon Capital Management (Utah)
Utah
$135M +$16.9M +14% 27.6% 72.3% 90 33.33% 1.6
Western Reserve Capital Management
7785
Western Reserve Capital Management
Ohio
$135M +$13.1M +11% 9.61% – 56 16.07% 0.4
Piper Sandler & Co
7786
Piper Sandler & Co
Minnesota
$135M +$32.9M +32% 0.01% 0.05% 21 14.29% 0.3
Stirlingshire Investments
7787
Stirlingshire Investments
New York
$135M +$20.8M +18% 15% – 255 36.47% 0.3
Poinciana Advisors Group
7788
Poinciana Advisors Group
Florida
$135M +$8.06M +6% 16.6% – 143 30.07% 1
Andrew Hill Investment Advisors
7789
Andrew Hill Investment Advisors
Florida
$135M +$22.5M +20% 16.3% 269% 68 36.76% 1.2
Oath Planning
7790
Oath Planning
Oklahoma
$135M +$22.2M +20% 9.22% – 73 8.22% 0.5
RM Financial Services
7791
RM Financial Services
Maine
$135M +$18.6M +16% 11.3% – 81 9.88% 0.5
VanWeelden Wealth Management
7792
VanWeelden Wealth Management
Ohio
$135M +$9.17M +7% 6.4% – 34 52.94% 1.3
BLVD Private Wealth
7793
BLVD Private Wealth
Kentucky
$135M +$19.5M +17% 23.8% – 79 29.11% 0.7
SIM
7794
Summitas Investment Management
Texas
$135M +$7.03M +6% 11.6% – 10 0% 0.5
Life Planning Partners
7795
Life Planning Partners
Florida
$135M +$3.53M +3% 9.67% 50.3% 74 12.16% 3.4
Fountainhead AM
7796
Fountainhead AM
New Jersey
$135M +$23.1M +21% 16.6% 65.6% 250 25.6% 1.8
Cook & Bynum Capital Management
7797
Cook & Bynum Capital Management
Alabama
$135M +$10.3M +8% 10.1% 46.8% 6 0% 7.7
Tenet Wealth Partners
7798
Tenet Wealth Partners
Illinois
$134M – – 11.1% – 101 – 0
Athena Wealth Management
7799
Athena Wealth Management
Nevada
$134M +$12.2M +10% 8.93% – 126 33.33% 0.4
Talisman Wealth Advisors
7800
Talisman Wealth Advisors
New Jersey
$134M +$10.3M +8% 13% 70.8% 151 60.26% 1.6