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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)
Dynamo Internacional Gestao de Recursos
2776
Dynamo Internacional Gestao de Recursos
Brazil
$595M -$135M -18% 23.8% 34.1% 25 68% 2.1
M Holdings Securities
2777
M Holdings Securities
Oregon
$595M -$290M -33% 6.57% 94.1% 189 37.04% 2.2
CFS Investment Advisory Services
2778
CFS Investment Advisory Services
New Jersey
$595M +$39.5M +7% 7.3% 59.7% 159 6.92% 1.5
Hunter Associates Investment Management
2779
Hunter Associates Investment Management
Pennsylvania
$595M +$48.3M +9% 7.61% 81.7% 280 13.57% 4
Mason Street Advisors
2780
Mason Street Advisors
Wisconsin
$594M +$49.5M +9% 5.83% 32% 8 12.5% 3.8
Steward Partners Investment Solutions
2781
Steward Partners Investment Solutions
Oregon
$594M +$354M +148% 10% – 270 50.74% 0.1
Advisors Preferred
2782
Advisors Preferred
Maryland
$594M -$9.8M -2% 8.62% 102% 291 66.67% 0.5
Grove Bank & Trust
2783
Grove Bank & Trust
Florida
$594M +$50.1M +9% 8.6% 80.5% 608 9.38% 2.8
AdvisorShares Investments
2784
AdvisorShares Investments
Maryland
$593M +$166M +39% 12% 110% 333 35.74% 1.2
Pura Vida Investments
2785
Pura Vida Investments
New York
$593M -$62.3M -10% 21.8% 38.3% 76 61.84% 1.2
Brio Consultants
2786
Brio Consultants
California
$593M +$29.4M +5% 5.08% 42.7% 102 11.76% 2.5
Towercrest Capital Management
2787
Towercrest Capital Management
Pennsylvania
$593M +$33.8M +6% 4.62% 42.6% 108 3.7% 4.6
Disciplina Capital Management
2788
Disciplina Capital Management
Tennessee
$593M +$62.4M +12% 2.77% 33% 57 0% 3
ThornTree Capital Partners
2789
ThornTree Capital Partners
Massachusetts
$593M -$15.9M -3% 17.4% 217% 28 39.29% 1.2
Tamar Securities
2790
Tamar Securities
California
$593M +$83.2M +16% 9.07% 101% 81 12.35% 2.1
Dudley & Shanley
2791
Dudley & Shanley
Florida
$593M +$31.7M +6% 10.2% 67.9% 37 10.81% 3.2
Banco BTG Pactual
2792
Banco BTG Pactual
Brazil
$592M -$209M -26% 7.66% 135% 220 57.73% 0.3
Jamison Private Wealth Management
2793
Jamison Private Wealth Management
Georgia
$592M +$57.5M +11% 11.5% 130% 536 28.73% 0.4
North Point Portfolio Managers
2794
North Point Portfolio Managers
Ohio
$591M +$42.3M +8% 8.68% 72.8% 59 10.17% 5.5
LVW Advisors
2795
LVW Advisors
New York
$591M +$57.1M +11% 7.62% 79.1% 297 17.51% 2.9
Dark Forest Capital Management
2796
Dark Forest Capital Management
Puerto Rico
$591M -$75.7M -11% 5.84% 63% 815 65.15% 0.3
BSW Wealth Partners
2797
BSW Wealth Partners
Colorado
$590M +$86M +17% 8.02% 75.4% 323 21.67% 3.1
Jackson Thornton Wealth Management
2798
Jackson Thornton Wealth Management
Alabama
$590M +$45.8M +8% 6.46% 64.4% 56 14.29% 1.3
Brandywine Trust
2799
Brandywine Trust
Delaware
$590M +$92.4M +19% 6.98% 32.7% 32 9.38% 7.2
Common Fund For Nonprofit Organizations
2800
Common Fund For Nonprofit Organizations
Connecticut
$589M +$28.3M +5% 9.92% 70.8% 16 18.75% 1.8