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
ISB
3226
Iowa State Bank
Iowa
$218M +$19.8M +10% 104
SIA
3227
Starfire Investment Advisers
Michigan
$218M +$32.3M +17% 161
TFM
3228
Trimaran Fund Management
New York
$218M -$36.2M -14% 1
SWP
3229
Strategic Wealth Partners
Ohio
$218M +$19.7M +10% 860
WLIM
3230
White Lighthouse Investment Management
Massachusetts
$218M +$35.8M +20% 126
EWA
3231
Evolution Wealth Advisors
Florida
$218M -$1.6M -0.7% 158
PFM
3232
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 56
FC
3233
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 5
P8IP
3234
Pier 88 Investment Partners
California
$217M +$19.7M +10% 111
SFA
3235
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 73
YWP
3236
YorkBridge Wealth Partners
New York
$217M +$28M +15% 800
MGIA
3237
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 54
SM
3238
Scoggin Management
New York
$217M +$103M +90% 47
AC
3239
Asturias Capital
New York
$217M +$6.94M +3% 24
KIM
3240
Kestrel Investment Management
California
$216M +$17.9M +9% 50
ACP
3241
Aveo Capital Partners
Colorado
$216M +$16.1M +8% 174
WCWM
3242
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 39
TL
3243
TrueWealth LLC
Georgia
$216M +$18.6M +9% 781
APSP
3244
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 289
SIAS
3245
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 735
II
3246
Inspire Investing
Idaho
$215M +$66.6M +45% 323
TI
3247
Think Investments
California
$215M +$47.6M +28% 12
MFS
3248
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 40
PCTC
3249
Perkins Coie Trust Company
Washington
$215M +$24M +13% 315
RAM
3250
Roanoke Asset Management
New Jersey
$215M +$26M +14% 112