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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)
First Command Bank
2851
First Command Bank
Texas
$463M +$54.3M +13% 5.33% 34.1% 458 22.93% 2.4
First Command Financial Services
2852
First Command Financial Services
Texas
$463M +$54.3M +13% 5.33% 34.4% 458 22.93% 2.4
Atmos Capital Gestao de Recursos
2853
Atmos Capital Gestao de Recursos
Brazil
$463M -$144M -24% 6.8% 101% 19 42.11% 0.5
Baker Ellis Asset Management
2854
Baker Ellis Asset Management
Washington
$463M +$43.8M +10% 8.37% 91.9% 198 14.14% 4.3
Smith Anglin Financial
2855
Smith Anglin Financial
Texas
$463M -$95.3M -17% 8.84% 52.8% 148 14.86% 0.2
BCM
2856
BlueMar Capital Management
Florida
$463M +$57.7M +14% 8.13% 27.4% 79 46.84% 0.7
Personal CFO Solutions
2857
Personal CFO Solutions
New Jersey
$463M +$58.5M +14% 4.34% 98.9% 453 27.81% 0.8
Mattern Capital Management
2858
Mattern Capital Management
Colorado
$462M +$40.6M +10% 4.17% 39.8% 110 4.55% 1.1
Brasada Capital Management
2859
Brasada Capital Management
Texas
$462M +$25.2M +6% 6.67% 76.5% 178 35.39% 1.3
Biltmore Capital Advisors
2860
Biltmore Capital Advisors
New Jersey
$462M +$95.9M +26% 3.25% 80.4% 144 35.42% 0.7
AMG
2861
Asset Management Group
Connecticut
$462M +$50.6M +12% 6.78% 57% 124 4.84% 5.3
Wealth Architects
2862
Wealth Architects
California
$462M +$32.1M +7% 7.55% 85.1% 173 9.25% 3.5
Slow Capital
2863
Slow Capital
California
$461M +$42.5M +10% 1.8% 156% 181 8.84% 2.3
Silverback Asset Management
2864
Silverback Asset Management
North Carolina
$461M -$327M -41% 1.88% 92.1% 55 29.09% 0.7
Ascent Wealth Partners
2865
Ascent Wealth Partners
New York
$461M +$11.1M +2% 4.33% 105% 126 11.9% 3.9
Formidable Asset Management
2866
Formidable Asset Management
Ohio
$460M +$28.5M +7% 5.82% 62.2% 326 18.71% 1
Hahn Capital Management
2867
Hahn Capital Management
California
$460M -$28.1M -6% 12% 71.7% 34 2.94% 5.2
First National Bank & Trust Co of Newtown
2868
First National Bank & Trust Co of Newtown
Pennsylvania
$460M +$9.07M +2% 4.75% 64.8% 125 4% 6.1
Intercontinental Wealth Advisors
2869
Intercontinental Wealth Advisors
Texas
$459M +$43.2M +10% 6.33% 46.7% 285 15.44% 1.7
Berger Financial Group
2870
Berger Financial Group
Minnesota
$459M -$113M -20% 3.86% 59.9% 237 32.91% 0.2
ARS Wealth Advisors
2871
ARS Wealth Advisors
Florida
$459M -$5.37M -1% 4.75% 62.5% 140 22.14% 3.3
Coerente Capital Management
2872
Coerente Capital Management
Ontario, Canada
$457M – – 6.98% 54.7% 41 – 0
JBJ Investment Partners
2873
JBJ Investment Partners
South Carolina
$457M +$17.4M +4% 3.16% 46.2% 62 4.84% 1.1
VDBMI
2874
Van Den Berg Management I
Texas
$457M +$59.8M +15% 15.5% 187% 71 14.08% 1.7
Occudo Quantitative Strategies
2875
Occudo Quantitative Strategies
Florida
$457M +$138M +43% 11.7% 94.6% 1,008 66.17% 0.1