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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)
Wahed Invest
3626
Wahed Invest
New York
$356M +$49M +16% 11% 140% 264 21.21% 1.5
RC
3627
Reik & Co
New York
$356M +$14.9M +4% 8.88% 47.2% 56 1.79% 7.3
MYCIO Wealth Partners
3628
MYCIO Wealth Partners
Pennsylvania
$356M +$21.4M +6% 9.15% 60.3% 47 0% 5.4
Financial Gravity Asset Management
3629
Financial Gravity Asset Management
Texas
$356M – – 8.46% – 1,366 – 1.9
West Paces Advisors
3630
West Paces Advisors
Georgia
$356M +$36.6M +11% 9.43% 57.7% 632 21.36% 4
Beacon Capital Management LLC (Tennessee)
3631
Beacon Capital Management LLC (Tennessee)
Tennessee
$356M -$21.4M -6% 11.7% 83% 1,056 9.66% 1.5
MFA Wealth Advisors
3632
MFA Wealth Advisors
Pennsylvania
$356M +$33.6M +10% 8.18% 68.6% 92 23.91% 1.4
MIC
3633
Maxi Investments CY
Cyprus
$356M +$139M +64% 12.5% 83.2% 53 35.85% 1.2
Brave Asset Management
3634
Brave Asset Management
New Jersey
$356M +$28M +9% 10.2% 76.3% 168 14.29% 4.3
True Wealth Design
3635
True Wealth Design
Ohio
$355M +$56.3M +19% 8.26% 57% 816 10.42% 0.9
Wright Investors Service
3636
Wright Investors Service
Connecticut
$355M +$10.2M +3% 11.6% 161% 161 22.36% 4.1
Maltese Capital Management
3637
Maltese Capital Management
New York
$355M +$92.2M +35% 25% 114% 110 33.64% 2.8
Vectors Research Management
3638
Vectors Research Management
New York
$355M +$46.4M +15% 6.1% 67.3% 142 14.08% 3.5
Moller Wealth Partners
3639
Moller Wealth Partners
$355M +$40.1M +13% 8.42% 44.1% 50 6% 6.5
MUFG Securities (Canada)
3640
MUFG Securities (Canada)
New York
$354M – – 16.1% – 3 – 3
Kathryn A. Hall
3641
Kathryn A. Hall
$354M +$59.8M +20% 28.1% 95.2% 51 3.92% 3.5
Sollinda Capital Management
3642
Sollinda Capital Management
Florida
$354M – – 4.86% – 94 – 0
AIS
3643
AM Investment Strategies
Tennessee
$354M +$46.4M +15% 14.6% 121% 108 19.44% 2
Catalyst Financial Partners
3644
Catalyst Financial Partners
Massachusetts
$354M +$44.2M +14% 10.6% 98.6% 225 12.89% 0.8
Breakwater Capital Group
3645
Breakwater Capital Group
New Jersey
$354M +$63.3M +22% 10.3% 67.4% 256 18.36% 0.7
Knightsbridge Asset Management
3646
Knightsbridge Asset Management
California
$354M +$36.3M +11% 15.8% 150% 129 22.48% 2.1
American Assets Capital Advisers
3647
American Assets Capital Advisers
California
$353M -$921K -0.3% 18.4% 73.5% 35 11.43% 3.2
Elgethun Capital Management
3648
Elgethun Capital Management
South Dakota
$353M +$21.6M +7% 10.1% 61.5% 158 2.53% 3.6
Legacy Capital Wealth Partners
3649
Legacy Capital Wealth Partners
Arkansas
$353M -$11.5M -3% 9.19% 70.4% 312 19.23% 0.4
Barometer Capital Management
3650
Barometer Capital Management
Ontario, Canada
$353M +$35.4M +11% 15.5% 339% 212 67.45% 0.3