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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)
Martin Investment Management
3426
Martin Investment Management
Florida
$355M +$7.08M +2% 6.26% 44% 53 7.55% 4.6
Park Place Capital
3427
Park Place Capital
Alabama
$354M -$1.83M -0.5% 4.65% 60% 1,043 7.48% 0.5
Westside Investment Management
3428
Westside Investment Management
California
$354M +$13.6M +4% 6.99% 114% 865 5.9% 3.9
SkyOak Wealth
3429
SkyOak Wealth
Michigan
$354M +$26.1M +8% 8.64% 73.4% 271 15.87% 2.2
Coppell Advisory Solutions
3430
Coppell Advisory Solutions
Texas
$354M +$48.6M +16% 3.45% – 1,448 86.12% 0.2
HughesLittle Investment Management
3431
HughesLittle Investment Management
$354M +$24.9M +8% 8.01% 106% 16 0% 5.1
SFE Investment Counsel
3432
SFE Investment Counsel
California
$353M +$30M +9% 8.19% 105% 113 1.77% 5.3
Wellspring Financial Advisors
3433
Wellspring Financial Advisors
Ohio
$353M +$16.5M +5% 5.09% 77.2% 131 16.03% 2
WestHill Financial Advisors
3434
WestHill Financial Advisors
California
$353M +$19.1M +6% 5.26% 62.9% 114 4.39% 2
Washington State Investment Board
3435
Washington State Investment Board
Washington
$353M -$11.6M -3% 14.4% 567% 2 0% 1.9
Marino Stram & Associates
3436
Marino Stram & Associates
Massachusetts
$353M +$22.1M +7% 5.07% 72.2% 164 6.71% 2.6
Boston Research & Management
3437
Boston Research & Management
Massachusetts
$353M +$18.3M +5% 4.72% 53.2% 115 6.09% 7
Mach-1 Financial Group
3438
Mach-1 Financial Group
Arkansas
$353M +$337M +2,145% 7.26% 83.4% 373 77.48% 0.5
True North Advisors
3439
True North Advisors
Texas
$353M +$12.7M +4% 11.7% 82.9% 241 33.61% 1.7
Opes Wealth Management
3440
Opes Wealth Management
California
$353M +$42.4M +14% 5.72% 54.1% 123 13.82% 2.1
Jacobson & Schmitt Advisors
3441
Jacobson & Schmitt Advisors
Wisconsin
$353M +$4.21M +1% 7.23% 70.3% 66 10.61% 3.2
Manchester Financial
3442
Manchester Financial
California
$352M +$7.1M +2% 3.6% 73% 104 16.35% 2.4
SFS
3443
Security Financial Services
Indiana
$352M +$23.4M +7% 5.07% 60.7% 155 17.42% 1.1
Mitchell Sinkler & Starr
3444
Mitchell Sinkler & Starr
Pennsylvania
$352M +$14M +4% 6.85% 85.6% 145 6.21% 4.6
EnCap Energy Capital Fund IX
3445
EnCap Energy Capital Fund IX
Texas
$352M +$283M +412% 8.97% 69.2% 2 50% 1.3
Nicolet Bankshares
3446
Nicolet Bankshares
Wisconsin
$352M +$44M +14% 7.61% 75.5% 208 8.65% 4.8
Harbourvest Partners
3447
Harbourvest Partners
Massachusetts
$352M +$55.2M +19% 26.9% 8.96% 64 7.81% 1.9
Perkins Coie Trust Company
3448
Perkins Coie Trust Company
Washington
$352M +$18.3M +5% 6.01% 83.2% 253 14.23% 6.8
O'Dell Group
3449
O'Dell Group
Ohio
$352M +$41.7M +13% 5.58% 72.2% 523 85.85% 0.4
Fruth Investment Management
3450
Fruth Investment Management
Texas
$352M +$5.87M +2% 3.13% 79.4% 222 3.15% 7.1