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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
SFP
2351
Shepherd Financial Partners
Massachusetts
$775M +$11.5M +2% 2.68% 62.3% 222 6.76%
TF
2352
Talbot Financial
Washington
$775M +$27.3M +4% 6.11% 99.9% 62 9.68%
ICA
2353
Infrastructure Capital Advisors
New York
$775M -$12.6M -2% 1.28% 49% 115 30.43%
TC
2354
Trust Company
Kansas
$774M +$13.4M +2% 0.72% 36.5% 359 11.7%
WA
2355
Wealth Alliance
New York
$774M +$12.1M +2% 4.44% 65.1% 550 13.27%
MIM
2356
Monashee Investment Management
Massachusetts
$773M -$71.9M -9% 2.18% 447% 144 77.08%
LSPW
2357
Lake Street Private Wealth
Illinois
$772M +$48M +7% 5.36% 77% 336 10.71%
SC
2358
Savoie Capital
Illinois
$772M +$54.3M +8% 12.3% 96 15.63%
MHS
2359
M Holdings Securities
Oregon
$771M +$177M +30% 3.98% 68.2% 348 74.14%
MP
2360
Makaira Partners
California
$771M -$57.8M -7% 5.49% 22% 11 9.09%
AWAG
2361
ARS Wealth Advisors Group
Florida
$771M +$29.6M +4% 4.31% 77.1% 174 8.62%
CAL
2362
Capital Advisors Ltd
Ohio
$771M +$3.39M +0.4% 0.95% 54.2% 1,717 17.41%
ACA
2363
Atlas Capital Advisors
Wyoming
$770M +$130M +20% 2.23% 984 19%
NAM
2364
Nexpoint Asset Management
Texas
$770M +$104M +16% 5.95% 209% 116 50.86%
FWP
2365
Falcon Wealth Planning
California
$770M +$139M +22% 2.34% 52.7% 142 11.27%
HVIA
2366
Hudson Valley Investment Advisors
New York
$769M -$65.5M -8% 2.65% 94.6% 185 5.95%
PAG
2367
Private Advisory Group
Washington
$768M +$67.3M +10% 7.25% 134% 216 38.43%
HPM
2368
H. Partners Management
New York
$767M -$49.3M -6% 0.93% 30.8% 2 0%
AAA
2369
Adams Asset Advisors
Texas
$767M -$6.31M -0.8% 0.66% 63.2% 78 7.69%
PCI
2370
Planning Center Inc
Illinois
$765M +$306M +67% 0.29% 35.7% 66 13.64%
JFGLC
2371
Johnson Financial Group LLC (Colorado)
Colorado
$765M -$27.6M -3% 2.12% 45.4% 42 14.29%
GIC
2372
GFI Investment Counsel
Ontario, Canada
$764M -$24.9M -3% 1.22% 46.9% 20 15%
BBI
2373
Baxter Bros Inc
Connecticut
$764M -$15.7M -2% 1.26% 68.8% 162 8.02%
BBCM
2374
Broad Bay Capital Management
New York
$763M -$20.3M -3% 11.5% 242% 24 37.5%
CWM
2375
Cabot Wealth Management
Massachusetts
$763M -$2.15M -0.3% 2.94% 55.6% 145 11.03%