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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)
One Wealth Advisors
2901
One Wealth Advisors
California
$475M +$41.8M +10% 6.05% 66% 221 15.84% 1.5
DCM
2902
Divisar Capital Management
California
$474M +$40.2M +9% 6.32% 194% 35 11.43% 2.7
TFO Wealth Partners
2903
TFO Wealth Partners
Ohio
$474M +$18.2M +4% 4.22% 63.6% 840 3.93% 0.7
Front Street Capital Management
2904
Front Street Capital Management
Montana
$473M +$10M +2% 7.88% 316% 72 13.89% 4.7
Biltmore Family Office
2905
Biltmore Family Office
North Carolina
$473M -$1.69M -0.4% 11.3% 78.1% 275 19.27% 3.3
SC XII Management
2906
SC XII Management
California
$473M +$119M +34% 33.8% 73.4% 1 0% 2.8
Aviance Capital Partners
2907
Aviance Capital Partners
Florida
$472M +$22.7M +5% 7.26% 98.2% 281 13.17% 4.6
Gateway Advisory
2908
Gateway Advisory
New Jersey
$472M +$22.9M +5% 1.94% 26% 114 25.44% 1.6
Confluence Wealth Services
2909
Confluence Wealth Services
Pennsylvania
$472M +$43.1M +10% 6.35% 64.5% 266 4.89% 1.2
AA
2910
Ancient Art
Texas
$472M +$13.3M +3% 5.64% 168% 20 25% 2.2
AMG
2911
Asset Management Group
Connecticut
$471M +$22.6M +5% 5.14% 57% 127 4.72% 6.9
HA
2912
Harbor Advisors
Florida
$471M +$43.1M +10% 10.1% 125% 161 11.18% 4.4
Well Done LLC
2913
Well Done LLC
Michigan
$470M +$8.06M +2% 5.58% 80.4% 183 11.48% 3.6
B.O.S.S. Retirement Advisors
2914
B.O.S.S. Retirement Advisors
Utah
$470M +$44.7M +11% 5.78% 69.7% 276 31.16% 0.4
WNY Asset Management
2915
WNY Asset Management
New York
$470M +$49.5M +12% 2.99% – 206 14.08% 1.6
Columbia Asset Management
2916
Columbia Asset Management
Michigan
$470M +$25.4M +6% 6.6% 94.1% 176 12.5% 5.7
BTG Pactual Global Asset Management
2917
BTG Pactual Global Asset Management
Bermuda
$470M +$208M +79% 7.44% 88.9% 103 68.93% 0.4
Trium Capital
2918
Trium Capital
United Kingdom
$470M +$181M +63% 7% 215% 109 45.87% 0.3
Kavar Capital Partners Group
2919
Kavar Capital Partners Group
Kansas
$469M +$6.02M +1% 5.52% 77.2% 167 15.57% 4.6
Hunter Perkins Capital Management
2920
Hunter Perkins Capital Management
Illinois
$469M +$44.7M +11% 2.32% 58% 130 17.69% 1.3
First National Bank & Trust Co of Newtown
2921
First National Bank & Trust Co of Newtown
Pennsylvania
$469M +$16.5M +4% 4.5% 55.7% 129 2.33% 7.8
EVM
2922
Evelyn V. Moreno
$468M +$27.1M +6% 9.6% 39.4% 130 10.77% 3.4
Sagefield Capital
2923
Sagefield Capital
Texas
$468M +$36M +8% 3.87% 115% 115 38.26% 0.9
T
2924
TCWP
Ohio
$468M -$59M -11% 4.21% – 264 39.77% 1.1
CM
2925
Capital Management
Virginia
$467M +$32M +7% 3.82% 52.5% 75 14.67% 3.8