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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)
Nucleo Capital
3301
Nucleo Capital
Brazil
$243M +$119M +97% 65.2% 116% 4 50% 0.3
SL
3302
SWF LLC
Nebraska
$243M -$4.43M -2% 1.74% 87.4% 2 0% 2.5
Leelyn Smith
3303
Leelyn Smith
Illinois
$243M +$55.2M +29% 16.1% 77.3% 439 34.4% 0.3
Benedict Financial Advisors
3304
Benedict Financial Advisors
Georgia
$242M +$30.1M +14% 13.9% 72.4% 103 10.68% 4.2
Waterton Global Resource Management
3305
Waterton Global Resource Management
Ontario, Canada
$242M +$110M +83% 68.1% 21% 6 33.33% 0.5
Wellspring Financial Advisors
3306
Wellspring Financial Advisors
Ohio
$242M +$34.9M +17% 19.3% 77.2% 98 19.39% 0.2
Security National Bank
3307
Security National Bank
Nebraska
$242M +$51.7M +27% 25.9% 125% 69 8.7% 2.3
Hefren-Tillotson
3308
Hefren-Tillotson
Pennsylvania
$242M -$13.2M -5% 20.5% 40% 16 31.25% 3.4
Banco BTG Pactual
3309
Banco BTG Pactual
Brazil
$242M +$146M +151% 40.3% 135% 107 69.16% 0.4
Franklin, Parlapiano, Turner & Welch
3310
Franklin, Parlapiano, Turner & Welch
Texas
$242M +$24.2M +11% 14.9% 49.3% 47 14.89% 5.1
GeoWealth Management
3311
GeoWealth Management
Illinois
$242M +$100M +71% 11.4% 58% 172 59.88% 0.3
Mosaic Family Wealth
3312
Mosaic Family Wealth
Missouri
$242M +$44.6M +23% 21.2% 85.2% 149 16.78% 3.5
Glenview State Bank Trust Department
3313
Glenview State Bank Trust Department
Illinois
$242M +$33.9M +16% 17.7% 76.6% 111 11.71% 4.5
Great Diamond Partners
3314
Great Diamond Partners
Maine
$242M +$47.3M +24% 20.7% 86.1% 155 23.87% 0.4
HNP Capital
3315
HNP Capital
New York
$241M -$433M -64% 15.7% 52.4% 319 79% 0.7
Susquehanna International Securities
3316
Susquehanna International Securities
Ireland
$241M -$5.61M -2% 9.8% 2.8% 112 58.93% 0.4
Wilsey Asset Management
3317
Wilsey Asset Management
California
$241M +$45.8M +23% 19.6% 66.9% 25 28% 2.7
Sterling Investment Advisors (Pennsylvania)
3318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241M +$52M +27% 25.6% 111% 460 11.09% 2.2
Boston Research & Management
3319
Boston Research & Management
Massachusetts
$241M +$41.5M +21% 19% 53.2% 98 7.14% 5.6
Oakwood Capital Management
3320
Oakwood Capital Management
California
$240M +$51.2M +27% 20.4% 72.7% 58 25.86% 2.8
TFS
3321
Thoroughbred Financial Services
Tennessee
$240M -$40.4M -14% 24.3% 166% 270 29.63% 1
O'Brien Wealth Partners
3322
O'Brien Wealth Partners
Massachusetts
$240M +$62.1M +35% 18.7% 56.7% 36 36.11% 2.2
Redmond Asset Management
3323
Redmond Asset Management
Virginia
$240M +$39.1M +19% 29.4% 68.2% 169 10.06% 3
Illinois Municipal Retirement Fund
3324
Illinois Municipal Retirement Fund
Illinois
$240M +$38.8M +19% 18.7% 104% 276 49.28% 0.3
Martin Investment Management
3325
Martin Investment Management
Florida
$240M +$42.5M +22% 19.7% 44% 47 21.28% 3.4