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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)
DDD Partners
2501
DDD Partners
Washington
$586M +$79.2M +16% 6.13% 85.9% 63 19.05% 1.2
CBT
2502
Central Bank & Trust
Kentucky
$586M +$7.2M +1% 5.31% 118% 299 13.38% 4.7
AH Equity Partners III
2503
AH Equity Partners III
California
$586M +$403M +221% 4.65% 42.6% 5 40% 0.5
Silvant Capital Management
2504
Silvant Capital Management
Georgia
$585M +$104K +0% 3.91% 189% 347 7.78% 2.4
Tufton Capital Management
2505
Tufton Capital Management
Maryland
$585M +$43M +8% 8.59% 96.1% 130 6.15% 4.8
Graves Light Lenhart Wealth
2506
Graves Light Lenhart Wealth
Virginia
$584M +$47.2M +9% 6.62% 47.7% 756 7.67% 0.6
MGO One Seven
2507
MGO One Seven
Ohio
$582M +$97.1M +20% 8.29% 98.8% 579 19.69% 1.7
Carlson Capital Management
2508
Carlson Capital Management
Minnesota
$582M +$39.3M +7% 6.63% 9.85% 149 12.08% 3.4
Baxter Bros Inc
2509
Baxter Bros Inc
Connecticut
$582M +$54.1M +10% 7.19% 84.1% 127 9.45% 4.9
Auxier Asset Management
2510
Auxier Asset Management
Oregon
$582M +$42.7M +8% 9.29% 71.7% 164 5.49% 5.4
Mechanics Bank - Trust Department
2511
Mechanics Bank - Trust Department
California
$581M +$24.6M +4% 5.39% 76.8% 175 5.14% 4.6
Dudley & Shanley
2512
Dudley & Shanley
Florida
$579M +$36.1M +7% 1.15% 67.9% 34 26.47% 2.3
Hartree Partners
2513
Hartree Partners
New York
$579M +$139M +32% 2.55% 138% 211 87.2% 0.1
Indus Capital Partners
2514
Indus Capital Partners
New York
$579M -$65.9M -10% 6.06% 117% 52 36.54% 1.2
CKW Financial Group
2515
CKW Financial Group
Hawaii
$579M +$37.6M +7% 6.02% 70.3% 199 12.56% 4.4
New England Private Wealth Advisors
2516
New England Private Wealth Advisors
Massachusetts
$579M +$123M +27% 2.7% 55.8% 102 21.57% 4
INVST
2517
INVST
Indiana
$578M +$27.5M +5% 5.62% 78.5% 218 33.03% 1
Tradition Wealth Management
2518
Tradition Wealth Management
Minnesota
$578M +$62.1M +12% 6.03% 69.6% 1,196 38.38% 0.2
German American Bancorp
2519
German American Bancorp
Indiana
$577M +$69.6M +14% 5.47% 92.3% 96 11.46% 1.9
Cutler Investment Counsel
2520
Cutler Investment Counsel
Oregon
$575M +$29.7M +5% 8.12% 61.8% 93 7.53% 4.4
West Coast Financial
2521
West Coast Financial
California
$575M +$55.6M +11% 10.4% 22.2% 131 14.5% 3.8
Herald Investment Management
2522
Herald Investment Management
United Kingdom
$575M +$14.4M +3% 7.38% 493% 101 7.92% 3.7
HCM
2523
Harspring Capital Management
New York
$573M +$85.2M +17% 11.1% 70.6% 39 25.64% 0.6
Darwin Wealth Management
2524
Darwin Wealth Management
Florida
$573M +$40.4M +8% 0.62% 61.4% 187 25.13% 2
Tree Line Advisors
2525
Tree Line Advisors
Hong Kong
$573M -$18.9M -3% 8.86% 670% 10 30% 1.1