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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)
Nicholas Hoffman & Company
2751
Nicholas Hoffman & Company
Georgia
$362M +$33.6M +10% 7.67% 65.1% 206 9.22% 2.5
Baker Ellis Asset Management
2752
Baker Ellis Asset Management
Washington
$362M -$14.4M -4% 7.49% 91.9% 246 15.45% 4.2
Cranbrook Wealth Management
2753
Cranbrook Wealth Management
Michigan
$362M +$14.7M +4% 5.98% 54.3% 303 13.53% 3.7
Mattern Capital Management
2754
Mattern Capital Management
Colorado
$361M – – 5.48% 31.5% 99 – 0
3C
2755
361 Capital
Colorado
$361M -$180M -33% 11.6% 118% 423 56.5% 0.6
RTS
2756
Round Table Services
New Jersey
$361M +$23.1M +7% 6.47% 16.1% 148 12.84% 2.2
Roble Belko & Company
2757
Roble Belko & Company
Pennsylvania
$361M +$20.4M +6% 6.75% 53.3% 370 15.68% 2.8
SM
2758
Sabby Management
Florida
$361M +$175M +94% 11.5% 95.5% 111 50.45% 0.6
Oxford Financial Group
2759
Oxford Financial Group
Indiana
$360M +$43.9M +14% 6.46% 77.2% 55 12.73% 1.8
Ellevest Inc
2760
Ellevest Inc
New York
$360M +$74.3M +26% 6.67% 73.8% 1,102 49.46% 0.3
Pensionfund Sabic
2761
Pensionfund Sabic
Netherlands
$360M +$32.5M +10% 6.18% 63.6% 227 18.06% 2.4
Dorchester Wealth Management
2762
Dorchester Wealth Management
Quebec, Canada
$359M +$18.9M +6% 6.23% 18.3% 133 12.03% 3.1
Abundance Wealth Counselors
2763
Abundance Wealth Counselors
Pennsylvania
$359M +$30.4M +9% 6.96% 107% 36 8.33% 0.8
Noesis Capital Mangement
2764
Noesis Capital Mangement
Florida
$359M +$49.6M +16% 7.94% 139% 123 21.14% 3.2
ECM
2765
EII Capital Management
New York
$358M -$7.24M -2% 0.04% 46.9% 218 8.26% 2.1
East Coast Asset Management
2766
East Coast Asset Management
Massachusetts
$358M +$1.46M +0.4% 9.15% 153% 65 6.15% 5.6
Wealth Architects
2767
Wealth Architects
California
$358M +$29.6M +9% 8.86% 80.1% 146 13.7% 3.3
Dillon & Associates
2768
Dillon & Associates
Michigan
$357M +$28.8M +9% 8.97% 117% 70 7.14% 4.9
Lenox Wealth Management
2769
Lenox Wealth Management
Ohio
$357M +$13M +4% 5.29% 24.7% 780 11.92% 2.1
Burleson & Co
2770
Burleson & Co
California
$357M +$69.9M +24% 8.52% 49.1% 122 17.21% 1.4
PenderFund Capital Management
2771
PenderFund Capital Management
British Columbia, Canada
$356M +$59.1M +20% 11.5% 129% 67 28.36% 0.9
Viking Fund Management
2772
Viking Fund Management
North Dakota
$356M +$6.06M +2% 6.23% 105% 120 8.33% 2.5
Mizuho Trust & Banking
2773
Mizuho Trust & Banking
Japan
$356M +$140M +65% 5.44% 36.1% 22 18.18% 0.3
High Falls Advisors
2774
High Falls Advisors
New York
$356M +$32.9M +10% 3.99% 56.9% 103 13.59% 2.6
TA
2775
Trivest Advisors
Hong Kong
$355M – – 28.6% 2,977% 9 – 0