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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
2776
Pathway Financial Advisors
Vermont
$750M +$66.7M +10% 5.15% 52.7% 142 7.04% 4.2
Kavar Capital Partners Group
2777
Kavar Capital Partners Group
Kansas
$750M +$54.4M +8% 9.13% 77.2% 197 8.12% 5
Thompson Investment Management
2778
Thompson Investment Management
Wisconsin
$750M +$41.2M +6% 10.4% 100% 537 12.29% 3.6
Melqart Asset Management
2779
Melqart Asset Management
United Kingdom
$749M +$49.8M +7% 28.3% 250% 53 60.38% 0.7
TCM
2780
Trybe Capital Management
Connecticut
$749M +$272M +57% 18.8% 681% 13 38.46% 1.9
TFG Asset Management
2781
TFG Asset Management
Cayman Islands
$748M +$127M +20% 8.32% 72.1% 46 23.91% 1.2
Eagle Strategies
2782
Eagle Strategies
New York
$747M +$91.1M +14% 7.64% 77.7% 247 11.74% 1.8
ZEGA Investments
2783
ZEGA Investments
Florida
$747M +$14.7M +2% 9.85% – 186 39.78% 0.5
JT Stratford LLC
2784
JT Stratford LLC
Georgia
$747M +$85.9M +13% 10.9% 103% 342 22.51% 2.7
Embree Financial Group
2785
Embree Financial Group
Illinois
$746M +$82M +12% 8.54% 87.6% 246 17.48% 1.3
Grandeur Peak Global Advisors
2786
Grandeur Peak Global Advisors
Utah
$745M -$84.6M -10% 6.28% 96% 116 20.69% 2.4
Atmos Capital Gestao de Recursos
2787
Atmos Capital Gestao de Recursos
Brazil
$745M +$100M +15% 9.93% 101% 18 50% 1.6
Financial Enhancement Group
2788
Financial Enhancement Group
Indiana
$745M +$45.7M +7% 6.53% 62.2% 142 16.9% 2.9
Monarch Alternative Capital
2789
Monarch Alternative Capital
New York
$745M +$530M +247% 67.7% 497% 5 60% 0.4
Evelyn Partners Investment Management Services
2790
Evelyn Partners Investment Management Services
$745M +$78.9M +12% 7.97% – 274 6.57% 0.7
Evolution Wealth Advisors
2791
Evolution Wealth Advisors
Florida
$745M +$61.7M +9% 9.04% 84.5% 182 15.93% 2.6
Medicxi Ventures Management
2792
Medicxi Ventures Management
Jersey
$744M +$317M +74% 85.4% 505% 5 0% 3.5
MainStreet Investment Advisors
2793
MainStreet Investment Advisors
Illinois
$744M +$20.8M +3% 7.86% 61% 166 10.24% 4.2
UAG
2794
United Advisor Group
Ohio
$743M +$165M +28% 7.54% – 468 22.44% 0.9
John G. Ullman & Associates
2795
John G. Ullman & Associates
New York
$743M +$68.9M +10% 19.3% 156% 182 9.34% 4.9
Colonial Trust
2796
Colonial Trust
South Carolina
$742M +$55.6M +8% 6.57% 75.5% 1,134 7.85% 2.1
Silverarc Capital Management
2797
Silverarc Capital Management
Massachusetts
$742M +$199M +37% 132% 2,765% 99 51.52% 0.8
BlueSky Wealth Advisors
2798
BlueSky Wealth Advisors
North Carolina
$742M +$53.2M +8% 5.94% 45.9% 80 12.5% 2.9
RenaissanceRe Holdings
2799
RenaissanceRe Holdings
Bermuda
$741M +$101M +16% 1.14% 40.8% 5 0% 3.7
Gateway Wealth Partners
2800
Gateway Wealth Partners
Wisconsin
$741M +$214M +41% 5.94% 58.9% 424 19.58% 1.3