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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)
SJS Investment Consulting
2976
SJS Investment Consulting
Ohio
$567M +$50.5M +10% 5.91% 69.4% 1,730 8.15% 2.1
AMCI
2977
Al Mehwar Commercial Investments
United Arab Emirates
$567M -$16.7M -3% 2.86% – 1 0% 0.8
Hamilton Point Investment Advisors
2978
Hamilton Point Investment Advisors
North Carolina
$566M +$39.5M +7% 8.95% 79.3% 162 13.58% 3.6
Bornite Capital Management
2979
Bornite Capital Management
New York
$566M -$41.5M -7% 12.8% 208% 63 80.95% 0.3
Sirios Capital Management
2980
Sirios Capital Management
Massachusetts
$565M -$9.3M -2% 11.3% 177% 68 16.18% 1.7
CFO4Life Group
2981
CFO4Life Group
Texas
$565M +$33.1M +6% 5.35% 56.7% 230 15.22% 3
Acorn Financial Advisory Services
2982
Acorn Financial Advisory Services
Virginia
$565M +$28.8M +5% 5.92% 96.9% 216 10.19% 3.1
Te Ahumairangi Investment Management
2983
Te Ahumairangi Investment Management
New Zealand
$564M +$43.7M +8% 7.28% 55.5% 86 3.49% 3.4
Affinity Wealth Management
2984
Affinity Wealth Management
Delaware
$564M +$15.7M +3% 5.66% 116% 110 15.45% 2.8
CM
2985
Capital Management
Virginia
$563M +$63.8M +13% 11.7% 63.6% 80 7.5% 4
Advisory Research
2986
Advisory Research
Illinois
$563M +$31.3M +6% 10.3% 144% 167 10.78% 3.2
WAM
2987
Warberg Asset Management
Illinois
$562M -$96.3M -15% 0.04% 65.3% 270 40.74% 0.9
Wahed Invest
2988
Wahed Invest
New York
$562M +$63.9M +13% 4.81% 140% 244 13.93% 2.1
Embree Financial Group
2989
Embree Financial Group
Illinois
$561M +$41M +8% 5.81% 87.6% 203 13.3% 0.6
Montanaro Asset Management
2990
Montanaro Asset Management
United Kingdom
$561M +$24.7M +5% 7.06% 49.6% 48 6.25% 2.7
TCM
2991
Trybe Capital Management
Connecticut
$561M +$1.65M +0.3% 0.69% 681% 15 20% 2.2
Greystone Financial Group
2992
Greystone Financial Group
Michigan
$560M +$48.3M +9% 7.21% 79.3% 115 25.22% 1.3
Abacus Planning Group
2993
Abacus Planning Group
South Carolina
$560M +$43.9M +9% 7.18% 59.1% 236 15.68% 3.7
Oliver Luxxe Assets
2994
Oliver Luxxe Assets
New Jersey
$559M +$88.3M +19% 9.39% 137% 207 23.67% 2.7
FRG Family Wealth Advisors
2995
FRG Family Wealth Advisors
Washington
$559M +$42.2M +8% 3.87% 76.4% 147 6.12% 5.8
PAX Financial Group
2996
PAX Financial Group
Texas
$558M +$45.5M +9% 6.13% 56% 255 21.57% 2.4
White Lighthouse Investment Management
2997
White Lighthouse Investment Management
Massachusetts
$557M +$39.1M +8% 5.57% 62% 133 10.53% 4.5
Horst & Graben Wealth Management
2998
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 5.71% 55.1% 162 11.73% 2.6
Sky Investment Group
2999
Sky Investment Group
Connecticut
$557M +$34.1M +7% 7.07% 81.4% 141 5.67% 5.8
Sargent Investment Group
3000
Sargent Investment Group
Maryland
$557M +$66.4M +14% 10.7% 113% 228 8.77% 3.2