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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)
BSW Wealth Partners
3426
BSW Wealth Partners
Colorado
$398M +$40.5M +11% 8.49% 75.4% 276 16.3% 2.3
NorthStar Asset Management (Massachusetts)
3427
NorthStar Asset Management (Massachusetts)
Massachusetts
$398M +$19.5M +5% 11% 66.3% 84 5.95% 0.7
DAFNA Capital Management
3428
DAFNA Capital Management
California
$398M +$20.8M +6% 9.25% 313% 92 18.48% 2
SC
3429
Saybrook Capital
North Carolina
$397M +$36M +10% 10.2% 72.5% 56 10.71% 5.6
Monograph Wealth Advisors
3430
Monograph Wealth Advisors
California
$397M – – 7.48% 68% 86 – 0
Harbert Fund Advisors
3431
Harbert Fund Advisors
Alabama
$397M +$115M +41% 2.85% 70.8% 53 45.28% 0.6
Goldstein Munger & Associates
3432
Goldstein Munger & Associates
California
$397M +$24M +6% 6.15% 11.9% 33 0% 6
Wright Investors Service
3433
Wright Investors Service
Connecticut
$395M +$43.5M +12% 10.6% 161% 156 17.95% 3.3
Oliver Luxxe Assets
3434
Oliver Luxxe Assets
New Jersey
$395M +$31.9M +9% 10.8% 137% 222 23.42% 1.8
PT
3435
Plimoth Trust
Massachusetts
$394M +$40.7M +12% 10.7% 110% 167 3.59% 3.4
One Wealth Advisors
3436
One Wealth Advisors
California
$394M +$53.2M +16% 7.75% 66% 246 32.93% 1.1
AAM
3437
AR Asset Management
California
$394M +$36.8M +10% 11.8% 66% 121 5.79% 6.1
SkyOak Wealth
3438
SkyOak Wealth
Michigan
$393M +$22.2M +6% 8.09% 80.7% 265 20% 1.4
Harfst & Associates
3439
Harfst & Associates
Wyoming
$393M +$31.1M +9% 9.77% 88.1% 132 12.12% 3
Shikiar Asset Management
3440
Shikiar Asset Management
New York
$393M +$37.3M +10% 10.9% 117% 119 25.21% 2.5
Univest Financial
3441
Univest Financial
Pennsylvania
$393M +$34.5M +10% 9.55% 96.9% 116 9.48% 3.8
Intellectus Partners
3442
Intellectus Partners
California
$392M -$20.9M -5% 3.69% 157% 302 18.54% 2.2
Hoey Investments
3443
Hoey Investments
Pennsylvania
$392M +$57M +17% 17.5% 247% 275 20.36% 1.1
High Falls Advisors
3444
High Falls Advisors
New York
$392M +$23.7M +6% 5.61% 56.9% 139 22.3% 1.8
Redhawk Wealth Advisors
3445
Redhawk Wealth Advisors
Minnesota
$392M +$30.1M +8% 9.75% 116% 264 35.23% 1.2
WCMN
3446
Westchester Capital Management (Nebraska)
Nebraska
$392M +$32.7M +9% 12% 121% 48 0% 5
Punch Card Management
3447
Punch Card Management
Florida
$391M +$4.92M +1% 1.81% 41% 3 0% 3.8
Rye Brook Capital
3448
Rye Brook Capital
Connecticut
$390M +$248M +175% 4.42% 77.2% 36 44.44% 0.5
Cedar Brook Financial Partners
3449
Cedar Brook Financial Partners
Ohio
$390M +$57M +17% 8% 47% 396 16.41% 1.7
Abundance Wealth Counselors
3450
Abundance Wealth Counselors
Pennsylvania
$390M +$219M +128% 7.53% 107% 120 64.17% 0.5