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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)
Deer VII & Co
2526
Deer VII & Co
New York
$432M +$173M +67% 87.6% 241% 2 0% 1
Wallington Asset Management
2527
Wallington Asset Management
Indiana
$432M +$28.1M +7% 7.38% 120% 64 14.06% 4.2
Greenwood Gearhart
2528
Greenwood Gearhart
Arkansas
$432M +$51.7M +14% 8.06% 79% 68 13.24% 4.1
CPH
2529
C Partners Holding
Switzerland
$431M +$67.4M +19% 9.08% 25.6% 26 15.38% 2.6
Financial Enhancement Group
2530
Financial Enhancement Group
Indiana
$431M +$33.8M +8% 6.55% 62.2% 288 21.18% 1.8
Private Capital Advisors
2531
Private Capital Advisors
Connecticut
$431M +$44.8M +12% 7.63% 132% 105 29.52% 3.8
Institutional & Family Asset Management
2532
Institutional & Family Asset Management
Colorado
$430M -$53.1M -11% 4.43% 19% 930 15.38% 2
INVST
2533
INVST
Indiana
$429M +$92.4M +27% 8.08% 78.5% 162 14.81% 0.9
Cornerstone Advisory
2534
Cornerstone Advisory
Maryland
$429M +$45.4M +12% 7.2% 60.6% 197 21.32% 2.5
Cyrus Capital Partners
2535
Cyrus Capital Partners
New York
$428M +$137M +47% 1.58% 163% 17 35.29% 1.6
Isthmus Partners
2536
Isthmus Partners
Wisconsin
$428M +$22.4M +6% 7.99% 73.7% 144 5.56% 2.3
Spectrum Management Group
2537
Spectrum Management Group
Indiana
$427M +$32.8M +8% 9.89% 44% 275 11.27% 1.8
Private Ocean
2538
Private Ocean
California
$427M +$19.2M +5% 3.44% 2.82% 578 16.78% 2.2
Baldwin Investment Management
2539
Baldwin Investment Management
Pennsylvania
$427M +$108M +34% 14.2% 74.8% 204 26.47% 3.1
Intelligence Driven Advisers
2540
Intelligence Driven Advisers
California
$426M +$144M +51% 5.5% 65.6% 107 46.73% 1
Lucia Wealth Services
2541
Lucia Wealth Services
California
$426M +$47.8M +13% 7.38% 45.6% 185 9.19% 1.6
Soltis Investment Advisors
2542
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 4.29% 95.1% 207 16.43% 0.5
HA
2543
Harbor Advisors
Florida
$426M +$35.3M +9% 9.41% 125% 160 10% 2.7
Rossmore Private Capital
2544
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 6.23% 87.1% 197 16.75% 1.5
FCG Advisors
2545
FCG Advisors
New Jersey
$425M +$42M +11% 6.15% 19.7% 202 23.27% 3
Stieven Capital Advisors
2546
Stieven Capital Advisors
Missouri
$425M -$8.08M -2% 2.47% 117% 50 16% 2.8
Galibier Capital Management
2547
Galibier Capital Management
Ontario, Canada
$425M +$113M +36% 8.29% 66.8% 40 12.5% 1.1
Shepherd Financial Partners
2548
Shepherd Financial Partners
Massachusetts
$425M +$56.5M +15% 8.2% 88.4% 136 15.44% 2.1
Gateway Advisory
2549
Gateway Advisory
New Jersey
$425M +$83.9M +25% 5.75% 26% 70 20% 2
WAM
2550
WT Asset Management
Hong Kong
$424M +$8.48M +2% 33.4% 2,732% 19 63.16% 0.5