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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Pathway Financial Advisors
South Burlington,
Vermont
| $322M | +$144M | +81% | 7.02% | 52.7% | 101 | 16.83% | 1.1 |
|
| 2727 |
2727
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $321M | +$25.7M | +9% | 9.74% | 28.6% | 52 | 3.85% | 1.1 |
|
| 2728 |
2728
Telos Capital Management
San Diego,
California
| $321M | +$50.6M | +19% | 12.3% | 71.1% | 161 | 12.42% | 3.6 |
|
| 2729 |
2729
Nine Masts Capital
Central,
Hong Kong
| $321M | -$309M | -49% | 9.65% | 88.1% | 280 | 73.93% | 0.2 |
|
| 2730 |
2730
Lenox Wealth Management
Cincinnati,
Ohio
| $321M | +$23.6M | +8% | 7.28% | 24.7% | 743 | 17.36% | 1.6 |
|
| 2731 |
2731
Wealth Architects
Mountain View,
California
| $321M | +$42.5M | +15% | 13.1% | 80.1% | 145 | 15.86% | 2.9 |
|
| 2732 |
2732
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $321M | +$46.5M | +17% | 8.89% | 7.8% | 115 | 32.17% | 1.5 |
|
| 2733 |
2733
Buckhead Capital Management
Atlanta,
Georgia
| $321M | +$35.3M | +12% | 11% | 67.6% | 93 | 9.68% | 4.7 |
|
| 2734 |
2734
American Economic Planning Group
Warren,
New Jersey
| $320M | +$11.1M | +4% | 10.2% | 25.9% | 91 | 19.78% | 2.2 |
|
| 2735 |
2735
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $320M | +$35.5M | +12% | 9.76% | 54.3% | 271 | 7.01% | 3.4 |
|
| 2736 |
2736
Tikehau Investment Management
Paris,
France
| $320M | +$143M | +81% | 18.3% | 102% | 24 | 37.5% | 0.5 |
|
| 2737 |
2737
Highland Private Wealth Management
Bellevue,
Washington
| $320M | +$52.9M | +20% | 12.2% | 19% | 121 | 19.83% | 0.9 |
|
| 2738 |
KWMG
2738
King Wealth Management Group
Naples,
Florida
| $320M | +$43.3M | +16% | 13.5% | 86% | 144 | 17.36% | 3.2 |
|
| 2739 |
2739
Barry Investment Advisors
New Bedford,
Massachusetts
| $320M | +$52.3M | +20% | 7.87% | 66.7% | 80 | 17.5% | 2.4 |
|
| 2740 |
2740
Sound View Wealth Advisors
Savannah,
Georgia
| $319M | +$43.1M | +16% | 11.4% | – | 252 | 10.32% | 0.2 |
|
| 2741 |
2741
Sompo Asset Management
Tokyo,
Japan
| $319M | -$21.6M | -6% | 12.2% | 84.7% | 115 | 35.65% | 1.2 |
|
| 2742 |
2742
Gavea Investimentos
Rj,
Brazil
| $319M | +$186M | +140% | 99.9% | 60.3% | 17 | 94.12% | 0 |
|
| 2743 |
2743
Glovista Investments
Jersey City,
New Jersey
| $319M | -$35.2M | -10% | 8.83% | 2.48% | 98 | 31.63% | 2.4 |
|
| 2744 |
2744
Hyperion Asset Management
Brisbane,
Australia
| $318M | +$63.1M | +25% | 22.5% | 151% | 13 | 0% | 1.2 |
|
| 2745 |
NC
2745
Northpointe Capital
Bloomfield Hills,
Michigan
| $318M | -$125M | -28% | 11.6% | 33% | 189 | 65.08% | 1.7 |
|
| 2746 |
2746
Marietta Investment Partners
Milwaukee,
Wisconsin
| $318M | +$56.3M | +22% | 18% | 160% | 146 | 14.38% | 2.7 |
|
| 2747 |
2747
Crewe Advisors
Salt Lake City,
Utah
| $318M | +$2.13M | +0.7% | 26.5% | 96.1% | 281 | 30.25% | 0.9 |
|
| 2748 |
2748
BDT Capital Partners
Chicago,
Illinois
| $318M | +$94M | +42% | 42% | 25.5% | 1 | 0% | 5.8 |
|
| 2749 |
2749
Pensionfund Sabic
Sittard,
Netherlands
| $317M | -$9.6M | -3% | 13.8% | 63.6% | 220 | 11.82% | 2.1 |
|
| 2750 |
2750
Greatmark Investment Partners
Columbus,
Georgia
| $317M | +$37.9M | +14% | 12.1% | 72.5% | 131 | 7.63% | 3.7 |
|