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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)
Twele Capital Management
2276
Twele Capital Management
Minnesota
$456M +$24.9M +6% 7.73% 37.1% 47 4.26% 4.5
AH
2277
Aviva Holdings
Bahamas
$456M +$139M +44% 49.5% 36.5% 7 14.29% 1.5
SNS Financial Group
2278
SNS Financial Group
Minnesota
$455M +$51.3M +13% 10.1% 54.2% 210 16.67% 2.3
HSG Holding
2279
HSG Holding
Hong Kong
$455M +$193M +73% 31.4% 2.94% 10 30% 1.9
Tanglewood Wealth Management
2280
Tanglewood Wealth Management
Texas
$455M +$56.4M +14% 10.7% 64.6% 16 6.25% 2.1
Cabot Wealth Management
2281
Cabot Wealth Management
Massachusetts
$455M +$45.3M +11% 12.6% 69.3% 132 5.3% 3.3
Cornerstone Advisory
2282
Cornerstone Advisory
Maryland
$455M +$73.4M +19% 11.9% 53.5% 158 11.39% 2.1
Tandem Investment Advisors
2283
Tandem Investment Advisors
South Carolina
$454M +$68.4M +18% 11.6% 10.4% 73 10.96% 1.6
First American Trust
2284
First American Trust
California
$453M +$56M +14% 12.5% 84.6% 120 11.67% 3
Sun Life Financial
2285
Sun Life Financial
Ontario, Canada
$453M -$21.1M -4% 13.5% 65.7% 639 8.76% 1.9
NFAM
2286
North Fourth Asset Management
New Jersey
$453M +$137M +43% 20.7% 104% 99 78.79% 0.2
Pacific Global Investment Management
2287
Pacific Global Investment Management
California
$453M +$52.6M +13% 13.5% 48% 221 6.79% 4.1
Mark Asset Management
2288
Mark Asset Management
New York
$453M +$82.7M +22% 21.7% 325% 69 36.23% 1.8
Summit Partners
2289
Summit Partners
Massachusetts
$452M -$189M -30% 14% 23.2% 7 0% 2.7
HI
2290
Handelsinvest Investeringsforvaltning
Denmark
$452M +$51.2M +13% 17.4% 37.9% 118 16.1% 1.9
Berkshire Money Management
2291
Berkshire Money Management
Massachusetts
$452M +$50.2M +12% 12.3% 61.8% 32 15.63% 2.1
Hikari Tsushin Inc
2292
Hikari Tsushin Inc
Japan
$451M +$19.6M +5% 5.65% 59.5% 56 7.14% 2.5
Suncoast Equity Management
2293
Suncoast Equity Management
Florida
$451M +$71.1M +19% 18.3% 82.9% 46 13.04% 2.2
CCP
2294
Caymus Capital Partners
Texas
$450M -$9.3M -2% 14.6% 57.3% 27 40.74% 0.9
Jaffetilchin Investment Partners
2295
Jaffetilchin Investment Partners
Florida
$450M +$49.9M +12% 11.1% 88.1% 326 35.28% 1.1
Avidian Wealth Enterprises
2296
Avidian Wealth Enterprises
Texas
$450M +$163M +57% 12.2% 71.7% 143 42.66% 1.2
Western Wealth Management
2297
Western Wealth Management
Colorado
$449M +$77.5M +21% 11.8% 82.6% 403 19.35% 0.2
First Interstate Bank
2298
First Interstate Bank
Montana
$448M +$43.8M +11% 13% 49.7% 705 16.17% 2.5
University of Notre Dame du Lac
2299
University of Notre Dame du Lac
Indiana
$448M +$35M +8% 19.4% – 75 28% 1.1
OFM
2300
Okumus Fund Management
Cayman Islands
$448M -$82.6M -16% 1.48% 8.26% 14 57.14% 0.9