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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
NAMM
3301
NorthStar Asset Management (Massachusetts)
Massachusetts
$398M +$19.5M +5% 11% 66.3% 84 5.95%
DCM
3302
DAFNA Capital Management
California
$398M +$20.8M +6% 9.25% 240% 92 18.48%
SC
3303
Saybrook Capital
North Carolina
$397M +$36M +10% 10.2% 61.4% 56 10.71%
MWA
3304
Monograph Wealth Advisors
California
$397M 7.48% 59.7% 86
HFA
3305
Harbert Fund Advisors
Alabama
$397M +$115M +41% 2.85% 70.8% 53 45.28%
GMA
3306
Goldstein Munger & Associates
California
$397M +$24M +6% 6.15% 11.9% 33 0%
WIS
3307
Wright Investors Service
Connecticut
$395M +$43.5M +12% 10.6% 107% 156 17.95%
OLA
3308
Oliver Luxxe Assets
New Jersey
$395M +$31.9M +9% 10.8% 141% 222 23.42%
PT
3309
Plimoth Trust
Massachusetts
$394M +$40.7M +12% 10.7% 94% 167 3.59%
OWA
3310
One Wealth Advisors
California
$394M +$53.2M +16% 7.75% 54.5% 246 32.93%
AAM
3311
AR Asset Management
California
$394M +$36.8M +10% 11.8% 59.5% 121 5.79%
SW
3312
SkyOak Wealth
Michigan
$393M +$22.2M +6% 8.09% 73.4% 265 20%
HA
3313
Harfst & Associates
Wyoming
$393M +$31.1M +9% 9.77% 70.3% 132 12.12%
SAM
3314
Shikiar Asset Management
New York
$393M +$37.3M +10% 10.9% 97.8% 119 25.21%
UF
3315
Univest Financial
Pennsylvania
$393M +$34.5M +10% 9.55% 60.6% 116 9.48%
IP
3316
Intellectus Partners
California
$392M -$20.9M -5% 3.69% 111% 302 18.54%
HI
3317
Hoey Investments
Pennsylvania
$392M +$57M +17% 17.5% 200% 275 20.36%
HFA
3318
High Falls Advisors
New York
$392M +$23.7M +6% 5.61% 56.9% 139 22.3%
RWA
3319
Redhawk Wealth Advisors
Minnesota
$392M +$30.1M +8% 9.75% 111% 264 35.23%
WCMN
3320
Westchester Capital Management (Nebraska)
Nebraska
$392M +$32.7M +9% 12% 107% 48 0%
PCM
3321
Punch Card Management
Florida
$391M +$4.92M +1% 1.81% 41% 3 0%
RBC
3322
Rye Brook Capital
Connecticut
$390M +$248M +175% 4.42% 67.3% 36 44.44%
CBFP
3323
Cedar Brook Financial Partners
Ohio
$390M +$57M +17% 8% 47% 396 16.41%
AWC
3324
Abundance Wealth Counselors
Pennsylvania
$390M +$219M +128% 7.53% 94.7% 120 64.17%
PPP
3325
Private Portfolio Partners
New Jersey
$390M +$40M +11% 6.7% 16.9% 287 15.33%