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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)
Resources Management Corp
2626
Resources Management Corp
Connecticut
$733M -$8.67M -1% 1.07% 78.5% 470 10.21% 4.8
EFG Asset Management
2627
EFG Asset Management
Oregon
$732M +$135M +23% 8.01% 211% 199 18.59% 1.8
WCM
2628
Wallace Capital Management
Texas
$732M -$6.66M -0.9% 2.16% 62.3% 90 15.56% 4.8
Laird Norton Wetherby Trust Company
2629
Laird Norton Wetherby Trust Company
Washington
$731M -$32.2M -4% 1.06% 88.1% 96 29.17% 1.7
Insight Wealth Partners
2630
Insight Wealth Partners
Texas
$730M +$224M +44% 0.9% 56.2% 104 12.5% 2.4
LaFleur & Godfrey
2631
LaFleur & Godfrey
Michigan
$729M +$4.33M +0.6% 3.73% 98.2% 154 7.14% 4.2
Monashee Investment Management
2632
Monashee Investment Management
Massachusetts
$729M -$194M -21% 3.3% 520% 127 84.25% 0.4
Samsara BioCapital
2633
Samsara BioCapital
California
$729M +$208M +40% 139% 1,580% 47 19.15% 2.4
ARS Wealth Advisors Group
2634
ARS Wealth Advisors Group
Florida
$728M -$85.8M -11% 2.01% 89.5% 183 17.49% 2.1
Steel Grove Capital Advisors
2635
Steel Grove Capital Advisors
Tennessee
$728M +$16M +2% 4.02% 106% 202 19.8% 3.1
Emerald Advisors
2636
Emerald Advisors
Washington
$726M +$34.7M +5% 2.78% 71.8% 96 9.38% 3.1
Biondo Investment Advisors
2637
Biondo Investment Advisors
Pennsylvania
$726M -$3.93M -0.5% 2.18% 83.4% 93 4.3% 5.2
Crewe Advisors
2638
Crewe Advisors
Utah
$725M -$137M -16% 0.03% 96.1% 818 33.86% 1.5
Tamar Securities
2639
Tamar Securities
California
$725M +$13.2M +2% 0.85% 84.8% 82 18.29% 2.6
Professional Advisory Services
2640
Professional Advisory Services
Florida
$725M -$37.2M -5% 2.41% 69.3% 83 8.43% 6.2
Conversant Capital
2641
Conversant Capital
New Jersey
$724M -$197M -21% 4.89% 228% 21 42.86% 0.9
Aviance Capital Partners
2642
Aviance Capital Partners
Florida
$724M -$34.4M -5% 2.91% 109% 348 11.78% 4.5
AA
2643
AF Advisors
California
$723M +$14.7M +2% 2.56% 76.5% 24 16.67% 2.7
Avitas Wealth Management
2644
Avitas Wealth Management
California
$723M +$11.5M +2% 4.47% 56.2% 204 10.29% 3.5
Dillon & Associates
2645
Dillon & Associates
Michigan
$721M +$10.4M +1% 3.33% 117% 82 2.44% 7.4
Columbus Macro
2646
Columbus Macro
Pennsylvania
$721M +$446M +162% 1.96% 48.7% 220 25.45% 2.7
Grove Bank & Trust
2647
Grove Bank & Trust
Florida
$720M +$43.5M +6% 0.97% 80.5% 869 24.86% 2.5
Bedel Financial Consulting
2648
Bedel Financial Consulting
Indiana
$720M +$11.4M +2% 5% 104% 275 8.73% 4.4
Crosslink Capital
2649
Crosslink Capital
California
$719M -$25.7M -3% 7.66% 135% 22 27.27% 4.1
Oak Harvest Investment Services
2650
Oak Harvest Investment Services
Texas
$717M +$20.8M +3% 4.46% 120% 175 33.14% 1.7