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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)
Pathway Financial Advisors
2726
Pathway Financial Advisors
Vermont
$322M +$144M +81% 7.02% 52.7% 101 16.83% 1.1
Relaxing Retirement Coach
2727
Relaxing Retirement Coach
Massachusetts
$321M +$25.7M +9% 9.74% 28.6% 52 3.85% 1.1
Telos Capital Management
2728
Telos Capital Management
California
$321M +$50.6M +19% 12.3% 71.1% 161 12.42% 3.6
Nine Masts Capital
2729
Nine Masts Capital
Hong Kong
$321M -$309M -49% 9.65% 88.1% 280 73.93% 0.2
Lenox Wealth Management
2730
Lenox Wealth Management
Ohio
$321M +$23.6M +8% 7.28% 24.7% 743 17.36% 1.6
Wealth Architects
2731
Wealth Architects
California
$321M +$42.5M +15% 13.1% 80.1% 145 15.86% 2.9
Robinson Capital Management
2732
Robinson Capital Management
Michigan
$321M +$46.5M +17% 8.89% 7.8% 115 32.17% 1.5
Buckhead Capital Management
2733
Buckhead Capital Management
Georgia
$321M +$35.3M +12% 11% 67.6% 93 9.68% 4.7
American Economic Planning Group
2734
American Economic Planning Group
New Jersey
$320M +$11.1M +4% 10.2% 25.9% 91 19.78% 2.2
Cranbrook Wealth Management
2735
Cranbrook Wealth Management
Michigan
$320M +$35.5M +12% 9.76% 54.3% 271 7.01% 3.4
Tikehau Investment Management
2736
Tikehau Investment Management
France
$320M +$143M +81% 18.3% 102% 24 37.5% 0.5
Highland Private Wealth Management
2737
Highland Private Wealth Management
Washington
$320M +$52.9M +20% 12.2% 19% 121 19.83% 0.9
KWMG
2738
King Wealth Management Group
Florida
$320M +$43.3M +16% 13.5% 86% 144 17.36% 3.2
Barry Investment Advisors
2739
Barry Investment Advisors
Massachusetts
$320M +$52.3M +20% 7.87% 66.7% 80 17.5% 2.4
Sound View Wealth Advisors
2740
Sound View Wealth Advisors
Georgia
$319M +$43.1M +16% 11.4% – 252 10.32% 0.2
Sompo Asset Management
2741
Sompo Asset Management
Japan
$319M -$21.6M -6% 12.2% 84.7% 115 35.65% 1.2
Gavea Investimentos
2742
Gavea Investimentos
Brazil
$319M +$186M +140% 99.9% 60.3% 17 94.12% 0
Glovista Investments
2743
Glovista Investments
New Jersey
$319M -$35.2M -10% 8.83% 2.48% 98 31.63% 2.4
Hyperion Asset Management
2744
Hyperion Asset Management
Australia
$318M +$63.1M +25% 22.5% 151% 13 0% 1.2
NC
2745
Northpointe Capital
Michigan
$318M -$125M -28% 11.6% 33% 189 65.08% 1.7
Marietta Investment Partners
2746
Marietta Investment Partners
Wisconsin
$318M +$56.3M +22% 18% 160% 146 14.38% 2.7
Crewe Advisors
2747
Crewe Advisors
Utah
$318M +$2.13M +0.7% 26.5% 96.1% 281 30.25% 0.9
BDT Capital Partners
2748
BDT Capital Partners
Illinois
$318M +$94M +42% 42% 25.5% 1 0% 5.8
Pensionfund Sabic
2749
Pensionfund Sabic
Netherlands
$317M -$9.6M -3% 13.8% 63.6% 220 11.82% 2.1
Greatmark Investment Partners
2750
Greatmark Investment Partners
Georgia
$317M +$37.9M +14% 12.1% 72.5% 131 7.63% 3.7