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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)
Think Investments
2926
Think Investments
California
$526M -$344M -40% 13% 285% 32 37.5% 1.6
Biltmore Family Office
2927
Biltmore Family Office
North Carolina
$526M +$112M +27% 13.6% 99% 239 14.23% 2.2
Capital Planning Advisors
2928
Capital Planning Advisors
California
$525M +$43.1M +9% 8.52% 64.2% 161 11.18% 2.7
Ardsley Advisory Partners
2929
Ardsley Advisory Partners
Connecticut
$525M -$131M -20% 4.22% 555% 176 68.18% 0.7
Newmark Group
2930
Newmark Group
New York
$525M – – 8.8% – 1 – 0
First Ascent Asset Management
2931
First Ascent Asset Management
Colorado
$524M +$74M +16% 3.9% 4.15% 35 5.71% 1.3
L.J. Altfest & Co
2932
L.J. Altfest & Co
New York
$524M +$46.9M +10% 4.1% 95.6% 283 24.38% 2.7
Grove Bank & Trust
2933
Grove Bank & Trust
Florida
$524M +$48.3M +10% 8.78% 80.5% 240 4.58% 3.4
PM Capital
2934
PM Capital
Australia
$524M -$9.06M -2% 11.3% 105% 14 14.29% 4.6
Prime Movers Lab
2935
Prime Movers Lab
Wyoming
$523M – – 12.2% – 4 – 0
Speece Thorson Capital Group
2936
Speece Thorson Capital Group
Minnesota
$523M +$45.7M +10% 7.7% 34.2% 48 2.08% 5.9
MIC Capital Management (UK)
2937
MIC Capital Management (UK)
United Kingdom
$523M – – 1.82% 67.2% 23 – 0
Psagot Value Holdings
2938
Psagot Value Holdings
Israel
$523M -$57.5M -10% 5.95% 45.9% 478 35.77% 2.5
Eagle Rock Investment Company
2939
Eagle Rock Investment Company
Georgia
$523M – – 8.95% 121% 104 – 0
PDS Planning
2940
PDS Planning
Ohio
$523M +$89.2M +21% 7.02% 69.1% 232 14.66% 1.9
AGF Investments America
2941
AGF Investments America
Ontario, Canada
$522M +$42.4M +9% 8.72% 72.1% 75 9.33% 3.8
Thames Capital Management
2942
Thames Capital Management
New Jersey
$522M +$63.7M +14% 12.1% 1,177% 60 33.33% 1.1
NEIRG Wealth Management
2943
NEIRG Wealth Management
Massachusetts
$522M – – 8.93% – 128 – 0
TFO Wealth Partners
2944
TFO Wealth Partners
Ohio
$521M +$15.5M +3% 5.02% 63.6% 211 62.09% 0.7
Formidable Asset Management
2945
Formidable Asset Management
Ohio
$521M -$11.4M -2% 9.93% 62.2% 386 21.24% 1.4
Peavine Capital
2946
Peavine Capital
Nevada
$521M +$27.5M +6% 4.5% 30.8% 18 22.22% 2.8
First National Bank & Trust Co of Newtown
2947
First National Bank & Trust Co of Newtown
Pennsylvania
$520M +$40.1M +8% 7.76% 55.7% 133 6.02% 6.4
Titleist Capital
2948
Titleist Capital
Texas
$520M – – 3.81% – 240 – 0
Parkside Investments
2949
Parkside Investments
Illinois
$520M +$42.3M +9% 6.59% 70.4% 92 10.87% 2.6
Minot Wealth Management
2950
Minot Wealth Management
Massachusetts
$519M +$56.5M +12% 12.9% – 220 15% 1.3