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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)
Wealth Alliance Advisory Group
3401
Wealth Alliance Advisory Group
Kansas
$473M -$3.03M -0.6% 0.6% 72.7% 202 11.39% 3.7
CNBTD
3402
Citizens National Bank Trust Department
Mississippi
$473M -$2.42M -0.5% 0.86% 114% 355 4.23% 3
CFMC
3403
Curbstone Financial Management Corp
New Hampshire
$472M +$4.74M +1% 0.06% 69.6% 201 7.96% 6.9
Northwest Wealth Management
3404
Northwest Wealth Management
Iowa
$472M +$43.1M +10% 0.89% 68.2% 179 13.97% 3.7
Twele Capital Management
3405
Twele Capital Management
Minnesota
$472M -$4.67M -1% 2.5% 37.1% 40 0% 8.4
Black Swift Group
3406
Black Swift Group
Colorado
$472M +$18.4M +4% 3.09% 139% 146 38.36% 1
Aspen Grove Capital
3407
Aspen Grove Capital
Colorado
$472M +$19.1M +4% 4.28% 90% 217 11.98% 1.4
ARG
3408
Advisory Resource Group
Oklahoma
$471M +$2.94M +0.6% 1.74% 72% 175 19.43% 2.7
SFE Investment Counsel
3409
SFE Investment Counsel
California
$471M -$9.14M -2% 1.07% 114% 123 13.01% 5.9
Raub Brock Capital Management
3410
Raub Brock Capital Management
California
$471M -$21.5M -4% 3.83% 54.7% 41 9.76% 3.5
MCM
3411
Mason Capital Management
New York
$471M -$32.1M -6% 4.3% 18.5% 6 33.33% 2
Studio Investment Management
3412
Studio Investment Management
Illinois
$470M -$5.54M -1% 1.99% 51.3% 350 22% 1.7
AA
3413
Ancient Art
Texas
$470M +$38M +9% 19.1% 168% 16 25% 2.8
Once Capital Management
3414
Once Capital Management
New York
$470M +$5.09M +1% 18.1% 627% 20 15% 2.1
DA
3415
Dash Acquisitions
California
$470M +$58.3M +14% 4.39% 52% 63 12.7% 2
Bright Rock Capital Management
3416
Bright Rock Capital Management
Massachusetts
$469M -$28.4M -6% 0.58% 53.1% 74 8.11% 5.4
Panview Capital
3417
Panview Capital
Hong Kong
$469M – – 66.7% – 10 – 0
Montag & Caldwell
3418
Montag & Caldwell
Georgia
$469M -$23.6M -5% 3.19% 91.3% 138 39.13% 2.6
Topsail Wealth Management
3419
Topsail Wealth Management
North Carolina
$468M – – 0.01% – 202 – 0
Centerbridge Partners
3420
Centerbridge Partners
New York
$468M -$9.36M -2% 13% 15.9% 8 0% 2.9
Goodman Financial
3421
Goodman Financial
Texas
$468M +$20.4M +5% 1.34% 52.5% 73 23.29% 2.4
Contravisory Investment Management
3422
Contravisory Investment Management
Massachusetts
$468M +$118K +0% 2.58% 135% 440 32.95% 1.5
SkyOak Wealth
3423
SkyOak Wealth
Michigan
$467M +$15.8M +3% 2.39% 80.7% 282 23.76% 2.9
Steginsky Capital
3424
Steginsky Capital
New York
$467M +$26.3M +6% 5.7% 99.4% 7 0% 7.9
RV Capital
3425
RV Capital
Switzerland
$467M -$18.3M -4% 10.2% 250% 12 16.67% 2.2