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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)
Engrave Wealth Partners
3651
Engrave Wealth Partners
Texas
$288M +$74.1M +35% 10% 39.9% 75 30.67% 1.3
Roberts, Glore & Co
3652
Roberts, Glore & Co
Illinois
$288M +$8.27M +3% 9.27% 72.3% 198 9.09% 5.2
CH
3653
Canton Hathaway
Rhode Island
$288M +$13.7M +5% 10.9% 87.8% 241 9.96% 2.3
OM
3654
Opaleye Management
Massachusetts
$288M +$45.4M +19% 25.1% 748% 53 45.28% 1.5
HA
3655
Hamel Associates
New Jersey
$287M +$34.7M +14% 11.3% 50.6% 86 15.12% 5
AWAM
3656
Appian Way Asset Management
New York
$287M +$59.1M +26% 16.8% 49.4% 38 73.68% 0.4
Packer & Co
3657
Packer & Co
Australia
$287M +$36.2M +14% 18.4% – 3 0% 3.1
East Coast Asset Management
3658
East Coast Asset Management
Massachusetts
$287M +$30.7M +12% 8.27% 167% 64 1.56% 7.9
Intellectus Partners
3659
Intellectus Partners
California
$287M +$6.1M +2% 6.7% 157% 276 9.78% 2.7
WA
3660
WealthTrust Axiom
Pennsylvania
$287M +$24.3M +9% 13% 125% 262 10.69% 5.2
Texas Treasury Safekeeping Trust Company
3661
Texas Treasury Safekeeping Trust Company
Texas
$287M -$576K -0.2% 0.76% 43.7% 7 28.57% 1.2
SignalPoint Asset Management
3662
SignalPoint Asset Management
Missouri
$287M +$24.4M +9% 8.85% 36% 229 13.54% 4.8
Financial Consulate
3663
Financial Consulate
Maryland
$286M +$49.4M +21% 9.14% 61.4% 138 16.67% 3.5
Sloy Dahl & Holst
3664
Sloy Dahl & Holst
Washington
$286M -$187M -40% 25% 132% 81 25.93% 1.8
Kabouter Management
3665
Kabouter Management
Illinois
$286M +$103M +56% 12.7% 12.9% 13 30.77% 0.9
Bank of Stockton
3666
Bank of Stockton
California
$286M +$27.7M +11% 8.74% 99.2% 117 8.55% 5.7
Eldridge Investment Advisors
3667
Eldridge Investment Advisors
New Hampshire
$286M +$27.9M +11% 6.81% 50.9% 143 15.38% 2.8
First Wilshire Securities Management
3668
First Wilshire Securities Management
California
$286M +$38.7M +16% 14.4% 135% 90 11.11% 4
Insight Advisors
3669
Insight Advisors
Pennsylvania
$286M +$31.3M +12% 6.08% 74% 334 20.36% 1.4
Parkside Advisors
3670
Parkside Advisors
California
$286M +$23.2M +9% 5.83% 36.7% 85 32.94% 3.1
Myriad Asset Management US
3671
Myriad Asset Management US
Florida
$286M -$151M -35% 0.15% – 34 64.71% 0.3
LJI Wealth Management
3672
LJI Wealth Management
Indiana
$285M – – 4.83% 68.8% 149 – 0
Milestone Investment Advisors
3673
Milestone Investment Advisors
Wisconsin
$285M – – 6.87% 52.8% 121 – 0
Sapphire Ventures
3674
Sapphire Ventures
Texas
$285M -$26.3M -8% 1.9% 27.9% 10 0% 1.5
B&I Capital
3675
B&I Capital
Switzerland
$285M +$31.7M +13% 7.09% 30.5% 27 7.41% 1.5