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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)
Nationwide Asset Management
3676
Nationwide Asset Management
Ohio
$311M +$129M +70% 1.88% 8.56% 19 52.63% 1.5
Hunter Associates Investment Management
3677
Hunter Associates Investment Management
Pennsylvania
$311M -$10M -3% 1.95% 81.7% 156 13.46% 4.6
Cloverfields Capital Group
3678
Cloverfields Capital Group
Minnesota
$311M -$34M -10% 2.54% 101% 74 24.32% 0.6
Harrell Investment Partners
3679
Harrell Investment Partners
Texas
$311M +$2.49M +0.8% 0.19% 121% 101 1.98% 1.3
Oak Management Corp
3680
Oak Management Corp
Connecticut
$310M +$116M +60% 35.3% 96.4% 3 100% 0
Taylor Frigon Capital Management
3681
Taylor Frigon Capital Management
Arizona
$310M -$9.9M -3% 2.86% 152% 90 3.33% 3.1
Souders Financial Advisors
3682
Souders Financial Advisors
Ohio
$310M +$13.4M +5% 0.7% 54.9% 143 13.29% 1
BlueDrive Global Investors
3683
BlueDrive Global Investors
United Kingdom
$310M -$103M -25% 11.6% 25.6% 13 23.08% 0.7
Stokes Capital Advisors
3684
Stokes Capital Advisors
South Carolina
$310M +$4.85M +2% 0.34% 61.3% 84 5.95% 2.4
PGF
3685
Pelham Global Financials
United Kingdom
$310M -$379K -0.1% 6.82% 24.5% 14 21.43% 1.3
KRC
3686
Kehrs Ridge Capital
New Jersey
$310M +$64.5M +26% 3.13% – 49 75.51% 0.2
Semper Augustus Investments Group
3687
Semper Augustus Investments Group
Colorado
$309M +$8.24M +3% 4.03% 95.4% 38 5.26% 4.1
Pacifica Capital Investments
3688
Pacifica Capital Investments
Texas
$309M +$3.5M +1% 4.43% 70.4% 19 0% 5.9
Oakhurst Advisors
3689
Oakhurst Advisors
California
$309M -$30M -9% 0.16% – 7 0% 0.3
PLFAM
3690
Pineno Levin & Ford Asset Management
Virginia
$309M -$26K -0% 0.27% 81.6% 115 5.22% 4.8
Buckley Wealth Management
3691
Buckley Wealth Management
Nevada
$309M +$17.7M +6% 0.33% 88% 135 9.63% 2.6
Bishop Rock Capital
3692
Bishop Rock Capital
New York
$309M -$15.8M -5% 4.65% 35.4% 34 2.94% 2.7
AFT
3693
Alpha Family Trust
California
$309M -$8.94M -3% 0.25% 198% 25 28% 0.5
Journey Advisory Group
3694
Journey Advisory Group
Kentucky
$309M -$6.15M -2% 0.04% 66.2% 205 6.34% 0.7
Invenomic Capital Management
3695
Invenomic Capital Management
Massachusetts
$308M -$109M -26% 2.44% 6.61% 155 43.23% 0.6
Alliance Wealth Management Group
3696
Alliance Wealth Management Group
New Jersey
$308M +$6.92M +2% 1.13% 43.4% 75 10.67% 3
Fairfield, Bush & Co
3697
Fairfield, Bush & Co
Connecticut
$308M -$60.1M -16% 0.19% 112% 171 23.39% 4.4
Jackson Hole Capital Partners
3698
Jackson Hole Capital Partners
Oklahoma
$308M +$18.9M +7% 1.5% 71.4% 256 8.59% 1.8
LDFR
3699
Lehman & Derafelo Financial Resources
Pennsylvania
$308M -$58.1M -16% 1.32% 37.5% 227 15.86% 2.2
Jackson Square Capital
3700
Jackson Square Capital
California
$308M -$3.66M -1% 2% 423% 189 14.29% 1.2