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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)
Financial Partners Group (Kansas)
3101
Financial Partners Group (Kansas)
Kansas
$424M +$36.2M +9% 0.08% 76.7% 163 14.72% 1.6
Kesler Norman & Wride
3102
Kesler Norman & Wride
Utah
$424M -$10M -2% 0.31% 76% 157 7.01% 0.7
Vectors Research Management
3103
Vectors Research Management
New York
$424M +$32.2M +8% 0.7% 67.3% 529 12.85% 1.9
Realta Investment Advisors
3104
Realta Investment Advisors
Delaware
$424M +$2.68M +0.6% 0.38% 151% 428 12.38% 1.5
Archford Capital Strategies
3105
Archford Capital Strategies
Illinois
$424M +$25.2M +6% 0.71% 87.4% 320 8.44% 2.9
Human Investing
3106
Human Investing
Oregon
$424M +$13.3M +3% 0.68% 56.9% 118 15.25% 1.9
Model Capital Management
3107
Model Capital Management
Massachusetts
$424M -$16.9M -4% 0.03% – 6 66.67% 0.2
Summit Wealth Partners
3108
Summit Wealth Partners
Florida
$423M +$4.71M +1% 0.9% 44.9% 156 5.77% 1.4
IMA Advisory Services
3109
IMA Advisory Services
Colorado
$423M -$4.62M -1% 0.38% 74.5% 295 4.75% 3
Crewe Advisors
3110
Crewe Advisors
Utah
$423M +$20.1M +5% 5.68% 96.1% 488 19.26% 1.8
EAM Global Investors
3111
EAM Global Investors
California
$423M +$61.7M +17% 27.6% 2,399% 270 78.52% 0.1
Exane Asset Management
3112
Exane Asset Management
France
$422M -$18.4M -4% 2.03% 74.5% 20 50% 0.7
Alpha Capital Management
3113
Alpha Capital Management
Texas
$422M -$4.25M -1% 0.94% 88% 121 14.88% 2.8
Act Two Investors
3114
Act Two Investors
California
$421M -$90.3M -18% 0.39% 53% 34 14.71% 2.3
Sax Wealth Advisors
3115
Sax Wealth Advisors
New Jersey
$421M +$130M +45% 0.87% 64.3% 174 11.49% 0.6
Cowen Investment Management
3116
Cowen Investment Management
New York
$421M +$36.1M +9% 5.75% 1.87% 255 32.16% 0.4
Trivium Point Advisory
3117
Trivium Point Advisory
Connecticut
$421M +$20.2M +5% 0.63% 106% 239 13.81% 1.4
Tortoise Index Solutions
3118
Tortoise Index Solutions
Kansas
$421M -$57M -12% 1.91% 52.2% 111 10.81% 3
Nan Fung Trinity
3119
Nan Fung Trinity
Hong Kong
$421M -$56.7M -12% 6.22% 82.3% 34 14.71% 1.1
HUB Investment Partners
3120
HUB Investment Partners
Texas
$420M +$45.8M +12% 1.3% 95.7% 240 25% 0.5
CCM
3121
Composite Capital Management
Hong Kong
$420M -$395M -48% 47.9% – 1 0% 0.3
MAM
3122
Morse Asset Management
Connecticut
$420M +$6.19M +1% 3.85% 222% 184 28.8% 1.9
MCG
3123
McCollum Christoferson Group
New York
$420M -$877K -0.2% 1.36% 59.4% 76 5.26% 2.6
Cutter & Co Brokerage
3124
Cutter & Co Brokerage
Missouri
$419M -$15.3M -4% 1.88% 40.4% 332 13.25% 2.5
SGH
3125
Sivik Global Healthcare
Connecticut
$419M -$93.5M -18% 1.75% 83.8% 63 53.97% 1.3