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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)
Marietta Wealth Management
2676
Marietta Wealth Management
Georgia
$688M +$46.8M +7% 5.63% 93% 113 9.73% 4.4
NWF Advisory Services
2677
NWF Advisory Services
California
$688M +$59.2M +9% 5.29% 120% 362 15.19% 1.1
Pinkerton Retirement Specialists
2678
Pinkerton Retirement Specialists
Idaho
$688M +$37.1M +6% 7.07% 98% 158 36.71% 2.7
Cynosure Group
2679
Cynosure Group
Utah
$686M +$63M +10% 5.72% 56.8% 415 30.36% 0.7
HBW Advisory Services
2680
HBW Advisory Services
California
$684M +$81.5M +14% 6.55% 68.6% 401 26.68% 1.8
V-Square Quantitative Management
2681
V-Square Quantitative Management
Illinois
$681M +$63.7M +10% 6.59% 111% 697 17.36% 0.9
Coppell Advisory Solutions
2682
Coppell Advisory Solutions
Texas
$680M +$73.3M +12% 7.44% – 1,989 15.08% 1
Index Venture Associates VI
2683
Index Venture Associates VI
Jersey
$678M -$144M -18% 3.13% 312% 2 50% 3
Grove Bank & Trust
2684
Grove Bank & Trust
Florida
$677M +$54M +9% 6.29% 80.5% 755 29.14% 2.5
CDAM (UK)
2685
CDAM (UK)
United Kingdom
$677M +$7.31M +1% 6.86% 7.89% 10 0% 3.5
LS Investment Advisors
2686
LS Investment Advisors
Michigan
$677M +$36M +6% 7.22% 98.7% 142 6.34% 8.2
Auxier Asset Management
2687
Auxier Asset Management
Oregon
$677M +$45M +7% 8.36% 71.7% 176 5.11% 7.7
9258 Wealth Management
2688
9258 Wealth Management
Ohio
$677M +$26.7M +4% 5.92% 49.6% 362 7.18% 3.5
Financial Partners Group (Kansas)
2689
Financial Partners Group (Kansas)
Kansas
$676M +$42.1M +7% 4.94% 76.7% 194 14.95% 2.7
Northcape Capital
2690
Northcape Capital
Australia
$675M +$2.53M +0.4% 6.52% – 34 8.82% 3.2
Adams Natural Resources Fund
2691
Adams Natural Resources Fund
Maryland
$675M -$10M -1% 0.21% 50.6% 57 7.02% 6.8
Mosaic Family Wealth Partners
2692
Mosaic Family Wealth Partners
Missouri
$674M +$52.1M +8% 5.75% 67.5% 212 10.38% 1.4
SKBA Capital Management
2693
SKBA Capital Management
California
$674M +$50.4M +8% 10.6% 53.9% 79 10.13% 4.3
Radnor Capital Management
2694
Radnor Capital Management
Pennsylvania
$673M +$345M +105% 7.81% 96.9% 340 54.41% 1.4
Consolidated Investment Group
2695
Consolidated Investment Group
Colorado
$673M +$28.4M +4% 5.26% 140% 66 6.06% 5.8
Inscription Capital
2696
Inscription Capital
Texas
$673M +$51.9M +8% 6.06% – 382 12.57% 1.9
Intrua Financial
2697
Intrua Financial
Texas
$673M +$2.77M +0.4% 6.49% 77.4% 414 14.49% 2.4
Cooper Investors
2698
Cooper Investors
Australia
$673M +$14.7M +2% 11.1% 57.5% 49 24.49% 1.8
Alphadyne Asset Management
2699
Alphadyne Asset Management
New York
$672M +$92.9M +16% 0.79% 159% 39 84.62% 0.2
Consolidated Planning Corp
2700
Consolidated Planning Corp
Georgia
$672M +$66.2M +11% 7.41% 84.6% 223 29.15% 1.7