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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)
Certified Advisory Corp
2276
Certified Advisory Corp
Florida
$962M +$78.8M +9% 7.18% 58.2% 311 7.72% 3.8
Beacon Financial Group
2277
Beacon Financial Group
Texas
$960M +$44.6M +5% 7.05% 66.6% 353 9.63% 4.3
Denali Advisors
2278
Denali Advisors
California
$960M +$81.5M +9% 13.3% 106% 314 21.02% 1.4
Silicon Valley Capital Partners
2279
Silicon Valley Capital Partners
California
$958M +$193M +25% 16.5% 103% 332 34.04% 1.9
Heartwood Wealth Advisors
2280
Heartwood Wealth Advisors
Virginia
$958M +$81.5M +9% 8.65% 59.4% 188 10.64% 2.7
Bramshill Investments
2281
Bramshill Investments
Florida
$956M -$23.4M -2% 0.32% 3.6% 161 22.36% 1.5
CC
2282
Cornerstone Capital
California
$956M +$26.9M +3% 10.5% 91.2% 103 8.74% 6.2
Sovran Advisors
2283
Sovran Advisors
California
$954M +$184M +24% 9.79% – 529 22.12% 0.4
Stokes Family Office
2284
Stokes Family Office
Louisiana
$953M +$63.6M +7% 7.49% 68.1% 248 11.69% 3.3
BPIM
2285
Brant Point Investment Management
New York
$953M +$115M +14% 14.2% 169% 148 37.16% 3.1
Miller Investment Management
2286
Miller Investment Management
Pennsylvania
$952M +$48.5M +5% 7.47% 60.2% 99 5.05% 6.6
MASTERINVEST Kapitalanlage
2287
MASTERINVEST Kapitalanlage
$951M – – 15.4% – 265 – 0
North of South Capital
2288
North of South Capital
United Kingdom
$951M +$55.9M +6% 2.53% – 22 13.64% 0.7
AWM Capital
2289
AWM Capital
Arizona
$951M +$93.7M +11% 7.56% 51.1% 109 11.01% 2.3
Berkshire Money Management
2290
Berkshire Money Management
Massachusetts
$950M +$59.1M +7% 7.83% 61.8% 158 37.34% 1.3
J.V. Bruni & Co
2291
J.V. Bruni & Co
Colorado
$950M +$89.5M +10% 9.71% 97.9% 33 9.09% 5.6
Arrow Financial
2292
Arrow Financial
New York
$950M +$55.2M +6% 8.01% 66.5% 163 6.75% 8.4
TC
2293
Torno Capital
Massachusetts
$950M +$563M +145% 2.84% – 111 75.68% 0.3
One Madison Group
2294
One Madison Group
New York
$948M +$183M +24% 25.4% – 31 25.81% 0.5
Steigerwald Gordon & Koch
2295
Steigerwald Gordon & Koch
Virginia
$948M +$52M +6% 6.6% 59.5% 124 4.84% 6.1
Shepherd Financial Partners
2296
Shepherd Financial Partners
Massachusetts
$946M +$93.4M +11% 10.6% 78% 248 10.48% 3.7
Wealthcare Capital Management
2297
Wealthcare Capital Management
Virginia
$946M -$40.1M -4% 5.75% 46.2% 93 20.43% 5.2
1WCM
2298
12 West Capital Management
New York
$946M +$268M +40% 40.9% 169% 19 21.05% 2.7
Redwood Investment Management
2299
Redwood Investment Management
Arizona
$943M +$20.9M +2% 7.96% 62.5% 348 35.63% 1.4
Park Presidio Capital
2300
Park Presidio Capital
California
$943M +$544M +136% 11.9% 94.1% 12 0% 5