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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)
Criteria Caixa
2501
Criteria Caixa
Spain
$441M +$43.9M +11% 7.35% 35.5% 43 32.56% 0.4
HH
2502
Hernani Holdings
Wyoming
$440M +$23.9M +6% 5.87% – 4 0% 0.8
JCI
2503
Jet Capital Investors
New York
$440M -$45M -9% 10.3% 147% 44 63.64% 0.6
Sector Gamma AS
2504
Sector Gamma AS
Norway
$439M -$45.1M -9% 3.49% 35.3% 34 23.53% 2.5
City Holding Co
2505
City Holding Co
West Virginia
$439M +$36.2M +9% 7.49% 89.2% 520 4.42% 4.6
Tanglewood Wealth Management
2506
Tanglewood Wealth Management
Texas
$439M +$85.1M +24% 6.85% 64.6% 19 10.53% 2.6
Institute for Wealth Management
2507
Institute for Wealth Management
Colorado
$438M +$29.6M +7% 11.6% 149% 454 14.54% 1.6
S&T Bank
2508
S&T Bank
Pennsylvania
$438M -$1.17M -0.3% 3.81% 193% 133 21.05% 2.9
HCR Wealth Advisors
2509
HCR Wealth Advisors
California
$437M +$11.2M +3% 10.6% 107% 263 14.83% 1.7
Ashmore Group
2510
Ashmore Group
United Kingdom
$437M +$60.1M +16% 15.3% 103% 23 21.74% 1.7
AIA Investment Management
2511
AIA Investment Management
Singapore
$437M -$4.44M -1% 14.1% 63.3% 440 7.5% 0.8
Valley National Advisers
2512
Valley National Advisers
Pennsylvania
$437M +$2.75M +0.6% 5.98% 87.2% 881 7.49% 3.3
Howard Capital Management
2513
Howard Capital Management
Georgia
$437M +$81.8M +23% 14.1% 144% 54 11.11% 0.5
VCM
2514
V3 Capital Management
Texas
$437M +$3.35M +0.8% 3.37% 20.5% 16 50% 1
Private Capital Management (Florida)
2515
Private Capital Management (Florida)
Florida
$437M +$32.7M +8% 12.1% 118% 115 64.35% 1.6
Columbia Asset Management
2516
Columbia Asset Management
Michigan
$437M +$18.7M +4% 10.2% 94.1% 174 14.37% 4.4
Verdence Capital Advisors
2517
Verdence Capital Advisors
Maryland
$436M +$30.7M +8% 7.99% 104% 389 15.42% 1.6
Simcoe Capital Management
2518
Simcoe Capital Management
New York
$436M +$30.4M +7% 18.1% 48.7% 18 33.33% 1
Vestar Capital Partners
2519
Vestar Capital Partners
New York
$435M +$112M +34% 34.5% – 1 0% 4
Edge Wealth Management
2520
Edge Wealth Management
New York
$434M -$92.9M -18% 8.47% 75.3% 714 43.7% 2.9
CCM
2521
Composite Capital Management
Hong Kong
$434M -$575M -57% 30.3% – 12 66.67% 0.2
Old West Investment Management
2522
Old West Investment Management
California
$434M +$96.3M +29% 18% 242% 66 28.79% 2.1
Overbrook Management Corp
2523
Overbrook Management Corp
New York
$433M +$49.9M +13% 12.1% 157% 125 20% 2.2
Luminus Management
2524
Luminus Management
Texas
$433M -$338M -44% 10.9% 8.7% 72 70.83% 0.9
Advantage Alpha Capital Partners
2525
Advantage Alpha Capital Partners
California
$433M +$5.49M +1% 5.3% 79.2% 97 23.71% 0.6