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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)
Evelyn Partners Investment Management (Europe)
5001
Evelyn Partners Investment Management (Europe)
$291M -$17.7M -6% 3.16% – 190 4.21% 1.1
Barrett & Company
5002
Barrett & Company
Rhode Island
$291M -$9.21M -3% 1.49% 83.6% 679 6.77% 2.7
Oak Asset Management
5003
Oak Asset Management
California
$290M -$2.76M -0.9% 1.12% 91.8% 111 9.01% 3.2
Everpar Advisors
5004
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 0.35% – 305 19.67% 1.5
Arch Capital Group
5005
Arch Capital Group
Bermuda
$290M -$1.87M -0.6% 0.64% 2.89% 4 0% 3.6
ODFS
5006
O'Donnell Financial Services
California
$290M -$2.19M -0.7% 2.79% 61% 64 15.63% 1.7
Orion Capital Management
5007
Orion Capital Management
California
$290M -$7.17M -2% 1.91% 75.3% 524 13.36% 1.8
Fairfield Financial Advisors
5008
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 2.67% – 75 9.33% 2.9
Friday Financial
5009
Friday Financial
Iowa
$290M +$6.56M +2% 0.27% – 95 7.37% 1
Altrafin AG
5010
Altrafin AG
$290M -$25.2M -8% 8.95% 97.6% 56 25% 2.4
SI
5011
Saxon Interests
Texas
$290M +$4.8M +2% 0.76% 81.2% 242 19.83% 1.6
Powell Investment Advisors
5012
Powell Investment Advisors
Florida
$290M -$371K -0.1% 1.91% 82.4% 177 6.21% 3.3
Glass Jacobson Investment Advisors
5013
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 0.65% 63.1% 623 9.15% 2.4
Raleigh Capital Management
5014
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 1.05% 79.9% 808 33.91% 1.7
Sonoma Allocations
5015
Sonoma Allocations
California
$290M -$11.5M -4% 1.17% – 152 20.39% 0.4
WMA
5016
Wealth Management Associates
New Jersey
$290M +$2.12M +0.7% 1.93% 111% 257 17.51% 3.7
Cable Car Capital
5017
Cable Car Capital
California
$289M -$2.72B -90% 0.98% – 160 48.13% 0.5
Blue Water Asset Management
5018
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 0.2% – 108 8.33% 0.2
LeClair Wealth Partners
5019
LeClair Wealth Partners
Ohio
$289M +$117M +68% 0.2% – 204 94.61% 0.1
Windward Private Wealth Management
5020
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 0.65% 35.5% 45 4.44% 4.5
PineBridge Investments Asia
5021
PineBridge Investments Asia
$289M -$56.8M -16% 0.06% – 8 25% 0.2
Costello Asset Management
5022
Costello Asset Management
Pennsylvania
$289M -$13.2M -4% 2.6% 81.5% 739 13.8% 1.7
Goodlander Investment Management
5023
Goodlander Investment Management
Texas
$289M +$27.3M +10% 25.6% – 19 78.95% 0.2
Plum Street Advisors
5024
Plum Street Advisors
Louisiana
$289M +$8M +3% 0.31% – 100 7% 1.7
New Perspectives Inc
5025
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 1.32% – 44 4.55% 2.6