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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)
Lifeworks Advisors
2851
Lifeworks Advisors
Michigan
$671M +$68.9M +11% 7.57% 80.4% 334 14.37% 1.6
Glenorchy Capital
2852
Glenorchy Capital
Australia
$671M +$508M +312% 11.8% – 66 4.55% 1.3
Live Oak Private Wealth
2853
Live Oak Private Wealth
North Carolina
$670M +$53.3M +9% 7.36% 65% 194 4.64% 3.7
Exchange Capital Management
2854
Exchange Capital Management
Michigan
$670M +$53.3M +9% 9.03% 57.8% 212 5.19% 5.5
ECM
2855
EagleClaw Capital Management
Massachusetts
$670M +$33.6M +5% 9.05% 104% 150 8% 6.6
Geometric Wealth Advisors
2856
Geometric Wealth Advisors
District of Columbia
$669M +$84.2M +14% 10.3% 62.1% 76 10.53% 1.9
Nexus Investment Management
2857
Nexus Investment Management
Ontario, Canada
$669M -$214M -24% 10.5% 77.5% 82 10.98% 4.2
Schneider Downs Wealth Management Advisors
2858
Schneider Downs Wealth Management Advisors
Pennsylvania
$669M +$117M +21% 8.54% 55% 154 13.64% 3.8
LWANC
2859
Laurel Wealth Advisors (North Carolina)
North Carolina
$669M +$30.2M +5% 7.08% 63.3% 698 73.21% 5.6
High Probability Advisors
2860
High Probability Advisors
New York
$669M +$69.1M +12% 7.77% 52.6% 61 11.48% 2.9
Family Management
2861
Family Management
New York
$668M +$56.6M +9% 10.5% 69% 255 23.53% 2.3
Daido Life Insurance Company
2862
Daido Life Insurance Company
Japan
$668M -$69.2M -9% 10.4% 68.7% 6 0% 5.1
Freemont Management
2863
Freemont Management
Switzerland
$667M +$363M +119% 25.4% 113% 113 32.74% 1.7
VCM
2864
Vivaldi Capital Management
Illinois
$666M +$45.2M +7% 9.12% 69.2% 309 12.62% 3.2
Evelyn Partners Investment Management Services
2865
Evelyn Partners Investment Management Services
$666M +$56.4M +9% 11.5% – 282 10.28% 0.5
Tarbox Family Office
2866
Tarbox Family Office
California
$665M +$63.3M +11% 8.78% 66.4% 117 9.4% 6.9
Concord Asset Management (Virginia)
2867
Concord Asset Management (Virginia)
Virginia
$665M +$211M +47% 8.89% 64.7% 204 41.67% 1.1
Arvest Investments
2868
Arvest Investments
Arkansas
$664M +$30.3M +5% 5.79% 50% 185 17.84% 1.1
Embree Financial Group
2869
Embree Financial Group
Illinois
$664M +$67.2M +11% 10.2% 87.6% 224 13.39% 1.2
Beryl Capital Management
2870
Beryl Capital Management
California
$664M +$396M +148% 54.3% 3,932% 39 94.87% 0
Boulay Financial Advisors
2871
Boulay Financial Advisors
Minnesota
$663M +$364M +122% 7.6% – 4 50% 0.1
Intelligence Driven Advisers
2872
Intelligence Driven Advisers
California
$663M +$144M +28% 8% 65.6% 126 24.6% 2
Atlas Venture Life Science Advisors
2873
Atlas Venture Life Science Advisors
Massachusetts
$662M +$141M +27% 52.9% 484% 13 15.38% 2.7
McGlone Suttner Wealth Management
2874
McGlone Suttner Wealth Management
Wisconsin
$662M +$52.9M +9% 7.04% 61.6% 200 10% 1.7
Financial Advisors Network
2875
Financial Advisors Network
California
$662M +$59.4M +10% 7.45% – 197 10.15% 3.4