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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)
Ninety One
3501
Ninety One
South Africa
$308M +$55.4M +22% 11.3% 232% 83 20.48% 3
Fort Sheridan Advisors
3502
Fort Sheridan Advisors
Illinois
$307M +$10.8M +4% 7.74% 109% 191 8.38% 2.4
Global Wealth Management Investment Advisory
3503
Global Wealth Management Investment Advisory
Florida
$307M +$26.7M +10% 8.05% 67.5% 141 11.35% 3.5
Think Investments
3504
Think Investments
California
$307M -$18.9M -6% 2.72% 285% 24 25% 2
Pettinga Financial Advisors
3505
Pettinga Financial Advisors
Indiana
$307M +$15.8M +5% 8.9% 78.1% 109 20.18% 2.4
CBTWT
3506
Community Bank & Trust (Waco, Texas)
Texas
$307M +$25.5M +9% 11.7% 124% 140 8.57% 4.8
Ovata Capital Management
3507
Ovata Capital Management
Hong Kong
$307M +$37.2M +14% 6.59% 69.1% 47 59.57% 0.4
Edmonds Duncan Registered Investment Advisors
3508
Edmonds Duncan Registered Investment Advisors
Kansas
$307M +$23.9M +8% 7.38% 12.8% 137 11.68% 3.9
DI
3509
Diligent Investors
California
$306M +$25.9M +9% 8.2% 82.2% 286 11.19% 3.6
GenWealth Group
3510
GenWealth Group
New Jersey
$306M +$10.4M +4% 5.93% 73.9% 73 21.92% 3.1
Claro Advisors
3511
Claro Advisors
Massachusetts
$306M +$54.1M +22% 8.76% 85.5% 355 29.86% 1.9
CRA Financial Services
3512
CRA Financial Services
New Jersey
$306M +$27.6M +10% 6.81% 91.9% 216 17.13% 2.5
MYCIO Wealth Partners
3513
MYCIO Wealth Partners
Pennsylvania
$305M +$49M +19% 16.6% 69.3% 53 15.09% 4.2
Stordahl Capital Management
3514
Stordahl Capital Management
Colorado
$305M +$28.6M +10% 8% 54% 53 13.21% 3.6
Blue Bell Private Wealth Management
3515
Blue Bell Private Wealth Management
Pennsylvania
$305M +$25.4M +9% 6.54% 68.2% 761 12.48% 1.9
Mount Lucas Management
3516
Mount Lucas Management
Pennsylvania
$305M +$14.8M +5% 11.1% 109% 130 46.15% 0.6
Regent Peak Wealth Advisors
3517
Regent Peak Wealth Advisors
Georgia
$305M +$20.9M +7% 8.32% – 168 19.05% 2.1
CWM
3518
Compass Wealth Management
Connecticut
$305M – – 13.5% 103% 411 – 0
Point72 Hong Kong
3519
Point72 Hong Kong
Hong Kong
$305M -$2.56B -89% 20.4% 396% 1,896 98.63% 0.5
Franklin, Parlapiano, Turner & Welch
3520
Franklin, Parlapiano, Turner & Welch
Texas
$305M +$23.9M +8% 9.09% 49.3% 49 8.16% 6.4
Mach-1 Financial Group
3521
Mach-1 Financial Group
Arkansas
$305M +$209M +219% 9.84% 83.4% 507 83.23% 0.4
IFS
3522
Ifrah Financial Services
Arkansas
$305M +$13.6M +5% 6.17% 64.1% 207 14.01% 3.8
Red Door Wealth Management
3523
Red Door Wealth Management
Tennessee
$305M +$40.6M +15% 10% 100% 143 11.19% 2.2
Doliver Advisors
3524
Doliver Advisors
Texas
$304M +$33.5M +12% 15% 92.3% 170 25.29% 2.4
Tobias Financial Advisors
3525
Tobias Financial Advisors
Florida
$304M +$20.9M +7% 5.77% 44.5% 85 12.94% 0.9