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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)
EC
4201
Euclidean Capital
New York
$392M +$22.9M +6% 3.4% 79.7% 12 16.67% 3.8
Highline Wealth Partners
4202
Highline Wealth Partners
California
$392M +$36.6M +10% 3.2% 93.8% 1,397 30.64% 1.3
Level Financial Advisors
4203
Level Financial Advisors
New York
$392M +$13.8M +4% 0.11% 44% 97 7.22% 2.9
Boltwood Capital Management
4204
Boltwood Capital Management
California
$392M +$7.51M +2% 0.87% 63% 187 4.28% 6.6
Hollow Brook Wealth Management
4205
Hollow Brook Wealth Management
New York
$392M +$5.33M +1% 8.52% 97.8% 81 16.05% 5.3
Buckley Wealth Management
4206
Buckley Wealth Management
Nevada
$392M +$14.7M +4% 4.49% 88% 109 11.01% 5
Inlet Private Wealth
4207
Inlet Private Wealth
Florida
$392M -$39.6M -9% 1.23% 111% 134 6.72% 4.8
Turas Capital Management
4208
Turas Capital Management
Massachusetts
$392M +$93.3M +31% 24.1% – 90 88.89% 0.1
Cary Street Partners Investment Advisory
4209
Cary Street Partners Investment Advisory
Virginia
$392M +$20.9M +6% 0.23% 84.1% 728 11.81% 2.6
BOS Asset Management
4210
BOS Asset Management
Illinois
$392M +$17.9M +5% 1.16% 70.3% 209 11.48% 2
Mezzasalma Advisors
4211
Mezzasalma Advisors
New Jersey
$391M -$24.9M -6% 0.26% 203% 171 15.2% 2
SI
4212
Schusterman Interests
Oklahoma
$391M -$45.7M -10% 1.76% 344% 9 0% 1.3
RI
4213
Rinkey Investments
California
$391M -$2.8M -0.7% 0.63% 42.1% 135 11.85% 1.7
SimplyRich
4214
SimplyRich
California
$391M +$8.54M +2% 0.89% 105% 239 19.25% 3.6
Prostatis Group
4215
Prostatis Group
Maryland
$391M -$28.1M -7% 1.63% 72.9% 175 10.29% 2.1
55 North Private Wealth
4216
55 North Private Wealth
Florida
$391M +$11.1M +3% 0.52% – 228 22.37% 0.2
CWS Financial Advisors
4217
CWS Financial Advisors
Michigan
$390M +$21.9M +6% 2.31% 55.7% 163 11.66% 3.4
Pier 88 Investment Partners
4218
Pier 88 Investment Partners
California
$390M -$57.6M -13% 0.43% 40.3% 127 22.05% 1.5
Hilltop Partners
4219
Hilltop Partners
Indiana
$390M +$1.66M +0.4% 0.9% 64.9% 133 9.77% 2.1
Winthrop Capital Management
4220
Winthrop Capital Management
Indiana
$389M -$39.6M -9% 1.14% 68.1% 363 1.93% 1.3
Sicart Associates
4221
Sicart Associates
New York
$389M +$12.4M +3% 1.98% 113% 78 7.69% 4.4
BWM
4222
Brown Wealth Management
Illinois
$389M +$9.21M +2% 1.93% 51.2% 117 6.84% 1.6
AIM
4223
Aigen Investment Management
New York
$389M -$42.8M -10% 0.95% 55.5% 834 74.58% 0.2
Patriot Financial Partners GP II
4224
Patriot Financial Partners GP II
Pennsylvania
$388M +$67.6M +21% 3.78% – 13 23.08% 0.4
Ruedi Wealth Management
4225
Ruedi Wealth Management
Illinois
$388M +$6.7M +2% 0.63% 44.9% 60 6.67% 2.7