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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)
BW Gestao de Investimentos
3001
BW Gestao de Investimentos
Brazil
$472M +$128M +37% 4.51% 95.1% 60 63.33% 0.7
First National Corp
3002
First National Corp
Massachusetts
$472M +$24.5M +5% 3.85% 56.3% 173 13.87% 2.1
One Day In July LLC
3003
One Day In July LLC
Vermont
$472M -$4.43M -0.9% 5.68% 48.2% 82 10.98% 1.8
Data Collective IV
3004
Data Collective IV
California
$471M -$270M -36% 35.1% 317% 5 0% 0.3
Certified Advisory Corp
3005
Certified Advisory Corp
Florida
$471M +$17.3M +4% 3.32% 62.9% 268 25.75% 2.9
Windham Capital Management
3006
Windham Capital Management
Massachusetts
$470M -$17M -3% 4.94% 8.3% 82 6.1% 2.9
Blue Grotto Capital
3007
Blue Grotto Capital
Georgia
$469M +$40.5M +9% 7.17% 300% 26 42.31% 0.8
Brio Consultants
3008
Brio Consultants
California
$469M +$43.4M +10% 5.82% 42.7% 80 16.25% 2.1
TBH Global Asset Management
3009
TBH Global Asset Management
Tennessee
$469M -$14M -3% 2.49% 70.7% 204 25.49% 1.5
Kelly Lawrence W & Associates
3010
Kelly Lawrence W & Associates
California
$468M -$37.2M -7% 5.73% 123% 172 9.3% 3.6
PWW
3011
Pettyjohn Wood & White
Virginia
$468M -$17.2M -4% 1.87% 70.9% 163 4.91% 5.6
CM
3012
Capital Management
Virginia
$468M -$14M -3% 1.19% 63.6% 86 11.63% 3.5
MRCM
3013
M&R Capital Management
New Jersey
$468M -$15.3M -3% 2.25% 52.6% 459 10.89% 4.9
Capital Planning Advisors
3014
Capital Planning Advisors
California
$468M -$57.6M -11% 4.52% 64.2% 168 8.33% 2.9
Speece Thorson Capital Group
3015
Speece Thorson Capital Group
Minnesota
$467M -$55.7M -11% 0.68% 34.2% 49 24.49% 5.9
Biltmore Family Office
3016
Biltmore Family Office
North Carolina
$467M -$58.4M -11% 3.04% 78.1% 243 16.46% 2.5
St Louis Trust
3017
St Louis Trust
Missouri
$467M -$6.85M -1% 5.1% 71.4% 105 8.57% 3.3
Cowen Investment Management
3018
Cowen Investment Management
New York
$467M +$3.03M +0.7% 4.1% 1.87% 304 31.91% 0.6
Nine Masts Capital
3019
Nine Masts Capital
Hong Kong
$466M +$243M +109% 8.24% 88.1% 55 38.18% 0.5
RMR Wealth Builders
3020
RMR Wealth Builders
New Jersey
$466M +$118M +34% 4.94% 91.7% 212 45.75% 0.9
Accenture
3021
Accenture
Ireland
$466M -$171M -27% 26.5% – 2 50% 1.3
Aflac Inc
3022
Aflac Inc
Georgia
$466M – – 23% 28.8% 2 – 0
Farmers Trust Company
3023
Farmers Trust Company
Ohio
$466M -$20.1M -4% 2.87% 73.5% 171 7.6% 5.2
Founders Capital Management (Connecticut)
3024
Founders Capital Management (Connecticut)
Connecticut
$466M +$3.45M +0.7% 2.92% 99.9% 71 11.27% 4.4
CT
3025
Chicago Trust
Illinois
$466M -$36.7M -7% 1.5% 96.7% 364 17.03% 2.8