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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)
Inlet Private Wealth
3801
Inlet Private Wealth
Florida
$443M +$36.2M +9% 10.7% 111% 137 10.22% 4.4
Archer Investment Corporation
3802
Archer Investment Corporation
Indiana
$443M +$23.6M +6% 6.28% 68.2% 1,254 9.57% 3.2
Evelyn Partners Asset Management
3803
Evelyn Partners Asset Management
$443M +$48.4M +12% 7.19% – 287 19.86% 0.6
MAM
3804
Mystic Asset Management
Rhode Island
$443M +$29.3M +7% 9.38% 114% 226 3.1% 2.5
Baker Tilly Wealth Management
3805
Baker Tilly Wealth Management
Wisconsin
$443M +$163M +58% 7.93% 96.9% 281 18.86% 2.9
Standpoint Asset Management
3806
Standpoint Asset Management
Arizona
$442M -$46.6M -10% 7.23% 71.9% 8 0% 2.8
GWM
3807
Gibbs Wealth Management
Georgia
$442M -$77.1M -15% 6.96% – 386 19.95% 1.1
Goldstream Capital Management
3808
Goldstream Capital Management
Hong Kong
$442M +$140M +46% 13.9% 686% 57 15.79% 1.3
Scott Capital Advisors
3809
Scott Capital Advisors
Oregon
$442M +$72.6M +20% 5.36% 50.9% 54 9.26% 2.6
Triangle Securities Wealth Management
3810
Triangle Securities Wealth Management
North Carolina
$442M +$35.4M +9% 7.64% 83.6% 207 4.35% 6.3
PT
3811
Plimoth Trust
Massachusetts
$442M +$24.6M +6% 7.79% 110% 168 2.38% 6.1
GWM
3812
GSB Wealth Management
Connecticut
$441M +$32.9M +8% 6.54% 61.8% 249 7.63% 3.3
Curtis Advisory Group
3813
Curtis Advisory Group
California
$441M +$43.1M +11% 7.97% 79.8% 110 7.27% 3.2
AMCI
3814
Al Mehwar Commercial Investments
United Arab Emirates
$441M -$172M -28% 28% – 1 0% 1.8
Solstein Capital
3815
Solstein Capital
California
$441M +$246M +126% 11.9% 91.4% 520 18.65% 2.5
World Equity Group
3816
World Equity Group
Illinois
$441M +$74M +20% 10.1% 117% 377 23.87% 1.5
First PREMIER Bank
3817
First PREMIER Bank
South Dakota
$440M +$27.4M +7% 7.11% 63% 411 6.57% 4.9
Equitec Proprietary Markets
3818
Equitec Proprietary Markets
Illinois
$440M +$334M +316% 32.8% 526% 102 61.76% 0.9
Landaas & Company
3819
Landaas & Company
Wisconsin
$440M +$21.4M +5% 6.71% 68.3% 130 16.15% 3
Cypress Asset Management
3820
Cypress Asset Management
Texas
$440M +$24.2M +6% 8.12% 141% 111 5.41% 7.1
3Chopt Investment Partners
3821
3Chopt Investment Partners
Virginia
$440M +$23.6M +6% 8.94% 128% 240 10% 1
Avidity Partners Management
3822
Avidity Partners Management
Texas
$439M -$62.6M -12% 48.2% 492% 69 56.52% 1.1
Shakespeare Wealth Management
3823
Shakespeare Wealth Management
Wisconsin
$439M +$64.3M +17% 5.83% 55.5% 105 14.29% 4.2
Eldridge Investment Advisors
3824
Eldridge Investment Advisors
New Hampshire
$439M -$39.1M -8% 6.25% 50.9% 168 14.29% 3.8
Fairvoy Private Wealth
3825
Fairvoy Private Wealth
Alabama
$439M +$36.7M +9% 6.59% – 196 9.18% 0.6