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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)
Compass Ion Advisors
2401
Compass Ion Advisors
Pennsylvania
$817M +$117M +17% 6.55% 75.6% 273 20.88% 1.3
TT International Asset Management
2402
TT International Asset Management
United Kingdom
$815M +$14.7M +2% 9.78% 308% 71 40.85% 0.7
Crake Asset Management
2403
Crake Asset Management
United Kingdom
$814M -$440M -35% 0.4% 52.7% 17 41.18% 1.6
Philip James Wealth Mangement
2404
Philip James Wealth Mangement
Georgia
$814M +$664M +442% 5.77% 76% 164 53.66% 0.3
ARS Wealth Advisors Group
2405
ARS Wealth Advisors Group
Florida
$814M +$43.4M +6% 6.05% 89.5% 176 8.52% 1.9
Sunriver Management
2406
Sunriver Management
Connecticut
$813M +$23.4M +3% 10.6% 9.27% 21 23.81% 1.9
Graves Light Lenhart Wealth
2407
Graves Light Lenhart Wealth
Virginia
$813M -$61.1M -7% 6.17% 47.7% 195 8.72% 4
Oslo Pensjonsforsikring
2408
Oslo Pensjonsforsikring
$813M +$53.5M +7% 5.31% 79% 488 16.39% 0.4
De Burlo Group
2409
De Burlo Group
Massachusetts
$812M +$68.2M +9% 5.49% 147% 86 13.95% 3.2
Planning Center Inc
2410
Planning Center Inc
Illinois
$812M +$46.4M +6% 4.85% 38.9% 74 13.51% 1.6
Octavia Wealth Advisors
2411
Octavia Wealth Advisors
Ohio
$812M +$77.4M +11% 5.63% 67.9% 230 10% 2.4
Fort Point Capital Partners
2412
Fort Point Capital Partners
California
$811M +$20.9M +3% 5.7% 62.2% 345 25.22% 3.4
DiNuzzo Private Wealth
2413
DiNuzzo Private Wealth
Pennsylvania
$811M +$70.1M +9% 5.95% 42.7% 1,481 7.83% 0.7
PKO Investment Management Joint-Stock
2414
PKO Investment Management Joint-Stock
Poland
$811M +$1.28M +0.2% 5.05% 145% 168 9.52% 3.5
Rossmore Private Capital
2415
Rossmore Private Capital
Connecticut
$809M +$47.9M +6% 6% 87.1% 235 2.55% 4.5
ACK Asset Management
2416
ACK Asset Management
Connecticut
$809M -$1.09M -0.1% 6.4% 132% 23 39.13% 1.5
Legato Capital Management
2417
Legato Capital Management
California
$809M +$66.9M +9% 13.6% 243% 637 24.49% 1.2
Winthrop Advisory Group
2418
Winthrop Advisory Group
Massachusetts
$809M +$73.4M +10% 5.19% 78.3% 157 11.46% 3.5
BIC
2419
Beach Investment Counsel
Pennsylvania
$809M -$3.6M -0.4% 8.44% 36% 236 6.36% 4.2
Allen Capital Group
2420
Allen Capital Group
Nebraska
$807M +$77.6M +11% 7.05% 62.8% 231 10.82% 1.4
Greenland Capital Management
2421
Greenland Capital Management
New York
$807M +$128M +19% 12.7% 210% 473 62.58% 0.3
Capital Advisors Ltd
2422
Capital Advisors Ltd
Ohio
$806M +$35.8M +5% 6.44% 61.1% 1,671 12.09% 3.2
Kohmann Bosshard Financial Services
2423
Kohmann Bosshard Financial Services
Ohio
$805M +$62.6M +8% 6.21% 42.8% 205 6.34% 3.4
Financial Management Professionals
2424
Financial Management Professionals
Texas
$805M +$76.8M +11% 6.03% 67.3% 1,070 13.74% 3.5
Financial Synergies Wealth Advisors
2425
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 6.56% 79% 79 15.19% 3.1