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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)
Claro Advisors
2651
Claro Advisors
Massachusetts
$953M +$123M +15% 15.6% 85.5% 572 18.36% 2.6
Night Owl Capital Management
2652
Night Owl Capital Management
Connecticut
$953M +$94.8M +11% 22.5% 162% 32 12.5% 4.6
CVFG LLC
2653
CVFG LLC
Indiana
$952M +$148M +18% 30.2% – 266 16.17% 0.7
Elyxium Wealth
2654
Elyxium Wealth
California
$952M +$640M +205% 18.7% – 303 47.19% 0.7
Makena Capital Management
2655
Makena Capital Management
California
$952M +$85.8M +10% 10.6% 78.7% 29 17.24% 2
Abacus Wealth Partners
2656
Abacus Wealth Partners
California
$952M -$144M -13% 14.8% 46% 525 42.86% 1.3
L. Roy Papp & Associates
2657
L. Roy Papp & Associates
Arizona
$951M +$84M +10% 16.2% 80.1% 200 11.5% 7.2
Griffin Asset Management
2658
Griffin Asset Management
New York
$949M +$62.3M +7% 12.6% 88.9% 272 26.1% 5.1
Diametric Capital
2659
Diametric Capital
Massachusetts
$948M +$564M +146% 26.2% 175% 760 75.39% 0.3
TIM
2660
Total Investment Management
Arizona
$948M +$90.6M +11% 11.9% 44.4% 100 22% 3.1
GA
2661
GFS Advisors
Texas
$948M +$164M +21% 20.7% 97.9% 305 60.33% 1.8
Asset One Wealth Management
2662
Asset One Wealth Management
Washington
$948M +$43.8M +5% 11.6% – 368 14.4% 0.4
UAG
2663
United Advisor Group
Ohio
$948M +$136M +17% 16.4% – 586 20.48% 1.3
WDA
2664
Wendell David Associates
New Hampshire
$947M +$27.8M +3% 6.38% 58.7% 158 6.33% 8.9
Oarsman Capital
2665
Oarsman Capital
Wisconsin
$945M +$139M +17% 12.7% 70.6% 262 15.65% 4.5
Sylebra Capital
2666
Sylebra Capital
California
$945M +$171M +22% 82.8% 362% 11 18.18% 2.4
Old West Investment Management
2667
Old West Investment Management
California
$944M +$21.6M +2% 9.28% 242% 137 19.71% 1.5
Headlands Technologies
2668
Headlands Technologies
Illinois
$943M +$64.6M +7% 26.7% 158% 1,054 66.51% 0.3
Condire Management
2669
Condire Management
Texas
$942M -$92.4M -9% 17.4% 187% 21 9.52% 2
Allegheny Financial Group
2670
Allegheny Financial Group
Pennsylvania
$942M +$200M +27% 11.5% 71.1% 317 12.3% 2.7
Middleton & Co
2671
Middleton & Co
Massachusetts
$942M +$65M +7% 12.7% 81.8% 175 9.14% 6.8
Wealth High Governance Asset Management
2672
Wealth High Governance Asset Management
$940M +$299M +47% 59.1% – 81 75.31% 0.2
FSM Wealth Advisors
2673
FSM Wealth Advisors
Ohio
$939M +$161M +21% 13.1% 68.4% 363 16.25% 1.8
Pinnbrook Capital Management
2674
Pinnbrook Capital Management
New York
$938M +$554M +144% 44.5% 913% 130 86.15% 0.1
AP
2675
Archon Partners
New Jersey
$937M +$91.8M +11% 10.2% 99.5% 44 27.27% 5.5