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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)
Aspen Grove Capital
3226
Aspen Grove Capital
Colorado
$694M +$180M +35% 14.9% 90% 225 16% 2.2
Volterra Technologies
3227
Volterra Technologies
New York
$694M -$129M -16% 10.3% – 477 73.38% 0.2
Rule One Partners
3228
Rule One Partners
Georgia
$694M +$593M +589% 15.1% – 19 63.16% 0.5
Woodard & Company Asset Management Group
3229
Woodard & Company Asset Management Group
North Carolina
$694M +$68.9M +11% 18.9% 94.5% 185 11.89% 3.2
Texas Treasury Safekeeping Trust Company
3230
Texas Treasury Safekeeping Trust Company
Texas
$692M +$64.4M +10% 9.32% 43.7% 7 42.86% 1.7
Black Swift Group
3231
Black Swift Group
Colorado
$692M +$121M +21% 25% 139% 157 34.39% 1.1
Personal CFO Solutions
3232
Personal CFO Solutions
New Jersey
$692M -$20M -3% 16.1% 91.4% 598 24.58% 2.6
Cortland Associates
3233
Cortland Associates
Missouri
$692M -$4.96M -0.7% 6.47% 58.4% 67 14.93% 6.3
Blue Fin Capital
3234
Blue Fin Capital
Rhode Island
$692M +$82.1M +13% 17.3% 147% 166 10.84% 6.5
SeaBridge Investment Advisors
3235
SeaBridge Investment Advisors
New Jersey
$692M +$101M +17% 31.6% 139% 203 14.78% 3.8
Wealth Alliance Advisory Group
3236
Wealth Alliance Advisory Group
Kansas
$691M +$59.8M +9% 13.3% 72.7% 216 14.81% 4.2
Ionic Capital Management
3237
Ionic Capital Management
New York
$690M -$678M -50% 36.7% 163% 192 52.6% 0.8
CT
3238
Chicago Trust
Illinois
$690M +$64.4M +10% 18.3% 96.7% 405 11.85% 4.3
Heirloom Wealth Management
3239
Heirloom Wealth Management
Colorado
$690M +$135M +24% 7.96% 81.8% 94 42.55% 2
Technology Crossover Management IX
3240
Technology Crossover Management IX
California
$690M -$62.3M -8% 6.46% 13% 6 0% 6.7
MTC
3241
Matrix Trust Company
Colorado
$690M +$87.5M +15% 10.6% 51.4% 188 52.13% 2.4
Boston Standard Wealth Management
3242
Boston Standard Wealth Management
Massachusetts
$689M +$78.5M +13% 10.2% 47.1% 60 8.33% 5.2
Gabelli & Co Investment Advisers
3243
Gabelli & Co Investment Advisers
New York
$688M +$13.5M +2% 13.8% 248% 380 38.68% 1.4
Encompass More Asset Management
3244
Encompass More Asset Management
California
$687M +$90.8M +15% 11.2% 80.4% 337 41.54% 0.9
PWW
3245
Pettyjohn Wood & White
Virginia
$687M +$59.4M +9% 11.4% 70.9% 228 8.77% 6.6
Laurel Oak Wealth Management
3246
Laurel Oak Wealth Management
New Jersey
$687M +$91M +15% 16.3% – 398 13.32% 0.4
CFSG
3247
Community Financial Services Group
Vermont
$686M +$118M +21% 16.6% – 547 18.65% 1.1
Marshall Financial Group (Maryland)
3248
Marshall Financial Group (Maryland)
Maryland
$686M +$61.2M +10% 12.8% 63.5% 343 23.91% 2.1
Toews Corporation
3249
Toews Corporation
New Jersey
$686M +$426M +165% 6.96% 22% 151 96.03% 0.1
Blume Capital Management
3250
Blume Capital Management
California
$684M +$95.6M +16% 20% 102% 368 10.33% 5.5