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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
EWP
3551
Engrave Wealth Partners
Texas
$288M +$73.9M +35% 10% 39.9% 75 30.67%
CH
3552
Canton Hathaway
Rhode Island
$288M +$13.7M +5% 10.9% 76.5% 241 9.96%
OM
3553
Opaleye Management
Massachusetts
$288M +$45.4M +19% 25.1% 486% 53 45.28%
HA
3554
Hamel Associates
New Jersey
$287M +$34.7M +14% 11.3% 50.6% 86 15.12%
AWAM
3555
Appian Way Asset Management
New York
$287M +$59.1M +26% 16.8% 49.4% 38 73.68%
PC
3556
Packer & Co
Australia
$287M +$36.2M +14% 18.4% 3 0%
IP
3557
Intellectus Partners
California
$287M +$6.1M +2% 6.7% 111% 276 9.78%
WA
3558
WealthTrust Axiom
Pennsylvania
$287M +$24.3M +9% 13% 101% 262 10.69%
TTSTC
3559
Texas Treasury Safekeeping Trust Company
Texas
$287M -$576K -0.2% 0.76% 27.3% 7 28.57%
SAM
3560
SignalPoint Asset Management
Missouri
$287M +$24.4M +9% 8.85% 36% 229 13.54%
FC
3561
Financial Consulate
Maryland
$286M +$49.4M +21% 9.14% 53.3% 138 16.67%
SDH
3562
Sloy Dahl & Holst
Washington
$286M -$187M -40% 25% 131% 81 25.93%
KM
3563
Kabouter Management
Illinois
$286M +$103M +56% 12.7% 12.9% 13 30.77%
BOS
3564
Bank of Stockton
California
$286M +$27.7M +11% 8.74% 92.3% 117 8.55%
EIA
3565
Eldridge Investment Advisors
New Hampshire
$286M +$27.9M +11% 6.81% 41.3% 143 15.38%
FWSM
3566
First Wilshire Securities Management
California
$286M +$38.7M +16% 14.4% 107% 90 11.11%
IA
3567
Insight Advisors
Pennsylvania
$286M +$31.3M +12% 6.08% 51.7% 334 20.36%
PA
3568
Parkside Advisors
California
$286M +$23.2M +9% 5.83% 36.7% 85 32.94%
MIA
3569
Milestone Investment Advisors
Wisconsin
$285M 6.87% 43.6% 121
SV
3570
Sapphire Ventures
Texas
$285M -$26.3M -8% 1.9% 20.2% 10 0%
BIC
3571
B&I Capital
Switzerland
$285M +$31.7M +13% 7.09% 15.9% 27 7.41%
KS
3572
Karpas Strategies
Connecticut
$285M +$21.3M +8% 9.27% 16.1% 118 5.08%
WMG
3573
WESCAP Management Group
California
$285M +$22.9M +9% 8.67% 40.2% 92 6.52%
FA
3574
Flagstar Advisors
New York
$285M +$18.3M +7% 7.36% 77.9% 284 46.13%
SPIO
3575
Seven Post Investment Office
California
$284M +$27.4M +11% 4.01% 52.6% 56 23.21%