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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)
Greystone Financial Group
3326
Greystone Financial Group
Michigan
$396M -$21.6M -5% 2% 79.3% 96 28.13% 0.8
Bedell Frazier Investment Counselling
3327
Bedell Frazier Investment Counselling
California
$396M -$14.8M -4% 1.21% 72.5% 104 21.15% 2.4
BSW Wealth Partners
3328
BSW Wealth Partners
Colorado
$396M -$2.7M -0.7% 4.89% 75.4% 309 21.04% 2.2
Oliver Luxxe Assets
3329
Oliver Luxxe Assets
New Jersey
$395M +$211K +0.1% 0.23% 137% 226 29.65% 1.9
SFE Investment Counsel
3330
SFE Investment Counsel
California
$395M +$5.79M +1% 1.44% 114% 126 8.73% 4.4
Journey Advisory Group
3331
Journey Advisory Group
Kentucky
$395M +$32.9M +9% 3.58% 66.2% 229 14.41% 1
Martin Investment Management
3332
Martin Investment Management
Florida
$395M -$8.9M -2% 3.64% 44% 53 9.43% 4
59 North Capital Management
3333
59 North Capital Management
Texas
$395M +$56M +17% 5.46% 81.4% 14 35.71% 0.8
EverSource Wealth Advisors
3334
EverSource Wealth Advisors
Alabama
$394M +$37.1M +10% 2.89% 89.7% 1,929 18.51% 0.2
Semper Augustus Investments Group
3335
Semper Augustus Investments Group
Colorado
$393M +$72.9M +23% 15.3% 95.4% 34 8.82% 5.3
Growth Interface Management
3336
Growth Interface Management
Florida
$393M -$560M -59% 21.4% 12% 10 10% 1.6
White Lighthouse Investment Management
3337
White Lighthouse Investment Management
Massachusetts
$393M -$8.14M -2% 4.92% 62% 118 5.93% 3.3
Schneider Downs Wealth Management Advisors
3338
Schneider Downs Wealth Management Advisors
Pennsylvania
$392M -$26.2M -6% 6.33% 61.5% 163 14.72% 2.2
Single Point Partners
3339
Single Point Partners
Massachusetts
$392M +$18.9M +5% 5.43% 56.4% 124 33.87% 0.4
Georgetown University
3340
Georgetown University
District of Columbia
$392M +$112M +40% 15.7% 79.9% 26 38.46% 0.7
Martin & Co
3341
Martin & Co
Tennessee
$392M -$45.4M -10% 2.64% 67.8% 111 2.7% 7
Squadra Investments
3342
Squadra Investments
Brazil
$392M +$206M +110% 1.7% 1.55% 9 44.44% 0.4
Marathon Asset Management (New York)
3343
Marathon Asset Management (New York)
New York
$392M +$156M +66% 9.16% 490% 30 40% 1
SG
3344
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 3.16% 44.2% 66 27.27% 1.3
Institutional Venture Management XIII
3345
Institutional Venture Management XIII
California
$392M +$22.6M +6% 15.4% – 5 20% 0.2
Brian C. Broderick
3346
Brian C. Broderick
$391M -$24.4M -6% 5.16% 98.6% 78 8.97% 5.9
Ullmann Wealth Partners Group
3347
Ullmann Wealth Partners Group
Florida
$391M +$16.9M +5% 5.1% 62.2% 92 15.22% 2.8
Occidental Asset Management
3348
Occidental Asset Management
California
$391M -$29.9M -7% 4.37% 82.5% 222 20.72% 3.2
Bond Capital Management
3349
Bond Capital Management
California
$391M – – 24.3% 47.5% 5 – 0
PGCM
3350
Prescott Group Capital Management
Oklahoma
$391M -$49.9M -11% 2.89% 135% 220 51.82% 2