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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)
LaFleur & Godfrey
2701
LaFleur & Godfrey
Michigan
$826M +$1.16M +0.1% 3.53% 98.2% 150 8.67% 4.9
Triata Capital
2702
Triata Capital
Hong Kong
$825M -$31.7M -4% 12.8% – 15 0% 0.8
De Burlo Group
2703
De Burlo Group
Massachusetts
$824M -$5.98M -0.7% 4.71% 147% 83 10.84% 3.9
Octagon Capital Advisors
2704
Octagon Capital Advisors
New York
$824M +$164M +25% 53.7% 2,969% 35 45.71% 1.1
Ovata Capital Management
2705
Ovata Capital Management
Hong Kong
$823M +$323M +65% 0.61% 69.1% 64 53.13% 0.5
Jamison Private Wealth Management
2706
Jamison Private Wealth Management
Georgia
$823M +$33.6M +4% 4.77% 130% 213 2.82% 1.9
BPIM
2707
Brant Point Investment Management
New York
$823M -$102M -11% 3.43% 169% 154 37.01% 2.9
RTD Financial Advisors
2708
RTD Financial Advisors
Pennsylvania
$820M -$12.6M -2% 1.5% 51.5% 116 10.34% 3.1
Ally Financial
2709
Ally Financial
Michigan
$819M +$9.14M +1% 1.1% 9.35% 117 16.24% 2.2
One Wealth Advisors
2710
One Wealth Advisors
California
$818M +$21.5M +3% 2.5% 66% 334 18.86% 2
BDF Gestion
2711
BDF Gestion
France
$818M -$26.8M -3% 3.88% – 156 14.1% 1.2
F1I
2712
Fund 1 Investments
Puerto Rico
$818M -$82.4M -9% 10.8% 128% 76 53.95% 0.8
Lake Street Private Wealth
2713
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 1.52% 105% 291 9.28% 3.4
KPS Global Asset Management (UK)
2714
KPS Global Asset Management (UK)
United Kingdom
$817M +$28.2M +4% 5.34% 373% 4 0% 5.6
Syquant Capital SAS
2715
Syquant Capital SAS
France
$817M +$469M +135% 0.36% 160% 45 80% 0.1
Inspirion Wealth Advisors
2716
Inspirion Wealth Advisors
Illinois
$817M +$102M +14% 0.79% 52.5% 183 25.68% 4.5
Alpha Wave Global
2717
Alpha Wave Global
New York
$816M -$172M -17% 24% 226% 32 43.75% 1.7
Embree Financial Group
2718
Embree Financial Group
Illinois
$816M +$69.5M +9% 2.77% 87.6% 260 14.23% 1.4
Central Pacific Bank - Trust Division
2719
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 3.3% – 885 12.66% 1.4
Cache Advisors
2720
Cache Advisors
California
$814M +$241M +42% 1.57% – 125 21.6% 0.7
Strategic Wealth Investment Group
2721
Strategic Wealth Investment Group
Kentucky
$814M -$375M -32% 2.19% – 134 33.58% 2.1
Arista Wealth Management
2722
Arista Wealth Management
Nevada
$813M +$9.44M +1% 2.59% 67% 323 39.32% 0.8
City Holding Co
2723
City Holding Co
West Virginia
$813M +$17.5M +2% 3.08% 89.2% 643 18.82% 5.9
Kera Capital Partners
2724
Kera Capital Partners
California
$811M +$144M +22% 4.04% – 597 36.52% 0.4
Mass General Brigham
2725
Mass General Brigham
Massachusetts
$810M – – 5.22% – 7 – 0.5