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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)
West Oak Capital
4601
West Oak Capital
California
$197M +$5.99M +3% 4.52% 110% 341 14.96% 5.2
Soviero Asset Management
4602
Soviero Asset Management
New York
$197M +$28.6M +17% 18% 676% 52 61.54% 0.5
Brown, Lisle/Cummings
4603
Brown, Lisle/Cummings
Rhode Island
$197M +$10.9M +6% 6.42% 82.3% 541 5.18% 1.1
13D Management
4604
13D Management
New York
$197M +$6.74M +4% 9.05% 157% 30 16.67% 1.8
Sara-Bay Financial
4605
Sara-Bay Financial
Florida
$196M +$18.7M +11% 17% 233% 88 20.45% 2
Aull & Monroe Investment Management
4606
Aull & Monroe Investment Management
Alabama
$196M -$4.55M -2% 0.39% 98.3% 134 4.48% 7
Tealwood Asset Management
4607
Tealwood Asset Management
Minnesota
$196M +$5.01M +3% 5.28% 128% 135 9.63% 3.1
Graybill Wealth Management
4608
Graybill Wealth Management
Illinois
$196M +$11.7M +6% 5.76% – 51 1.96% 5.2
Kaye Capital Management
4609
Kaye Capital Management
California
$196M +$4.79M +3% 5.09% – 32 18.75% 0.2
Clarity Wealth Advisors
4610
Clarity Wealth Advisors
California
$196M +$22.6M +13% 11.2% 94.1% 78 20.51% 2.2
Bullseye Asset Management
4611
Bullseye Asset Management
Colorado
$196M +$11.4M +6% 11.4% 81% 81 9.88% 2.5
Seascape Capital Management
4612
Seascape Capital Management
New Hampshire
$196M +$12.8M +7% 5.91% 111% 101 12.87% 1.9
HST Ventures
4613
HST Ventures
Utah
$196M +$54.4M +38% 0.56% 8.24% 52 48.08% 0.5
Sea Otter Advisors
4614
Sea Otter Advisors
Florida
$196M +$129M +191% 3.55% – 316 90.82% 0
Pharo Management
4615
Pharo Management
New York
$196M +$42.4M +28% 4.85% – 10 70% 0.5
Copperwynd Financial
4616
Copperwynd Financial
Arizona
$196M +$17.9M +10% 7.13% 90% 155 27.74% 2.7
Triumph Capital Management
4617
Triumph Capital Management
Colorado
$196M +$8.92M +5% 5.37% 55.5% 243 35.8% 0.9
Provident Wealth Management
4618
Provident Wealth Management
Tennessee
$195M +$25.1M +15% 5.21% 61.1% 101 12.87% 1.8
IAMH
4619
IvyRock Asset Management (HK)
Hong Kong
$195M +$16.8M +9% 21.6% 64.5% 20 30% 0.7
Tejara Capital
4620
Tejara Capital
United Kingdom
$195M +$21.9M +13% 0.66% 17.3% 108 35.19% 0.2
Wealth Effects
4621
Wealth Effects
Massachusetts
$195M +$20.1M +11% 14.7% 235% 207 12.08% 1
Eclectic Associates
4622
Eclectic Associates
California
$195M -$10.4M -5% 5.03% 53.8% 85 11.76% 1.6
Avalon Capital Management
4623
Avalon Capital Management
California
$195M -$3.62M -2% 11.3% 163% 60 23.33% 2
Andesa Financial Management
4624
Andesa Financial Management
Pennsylvania
$195M +$11.6M +6% 4.36% 73.6% 158 32.28% 2.4
Samson Rock Capital
4625
Samson Rock Capital
United Kingdom
$195M +$78.3M +67% 7.83% 166% 29 93.1% 0.2