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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)
Bogart Wealth LLC
2526
Bogart Wealth LLC
Virginia
$539M +$88.2M +20% 10.3% 67.6% 516 15.31% 2.1
Auxier Asset Management
2527
Auxier Asset Management
Oregon
$539M +$60.7M +13% 13.4% 71.7% 158 5.7% 5.4
Quadrant Capital Group
2528
Quadrant Capital Group
Ohio
$539M +$79.6M +17% 14.7% 118% 2,448 11.07% 3.1
Vision Capital Management
2529
Vision Capital Management
Oregon
$538M +$61.8M +13% 15.8% 78.4% 106 3.77% 3.3
Private Capital Management (Florida)
2530
Private Capital Management (Florida)
Florida
$538M +$101M +23% 38.4% 118% 93 59.14% 2.5
Advisors Preferred
2531
Advisors Preferred
Maryland
$538M +$35.9M +7% 18.3% 102% 217 59.91% 0.5
OHM
2532
Ordinal Holdings ManageCo
New York
$538M +$46.1M +9% 9.39% 19.5% 1 0% 3
Freemont Management
2533
Freemont Management
Switzerland
$537M – – 15.1% 102% 67 – 0
Vesa Equity Investment
2534
Vesa Equity Investment
Luxembourg
$537M – – 24.4% 2.97% 2 – 0
GFI Investment Counsel
2535
GFI Investment Counsel
Ontario, Canada
$537M +$75M +16% 12.8% 48.7% 16 0% 2.3
Miller Investment Management
2536
Miller Investment Management
Pennsylvania
$537M +$128M +31% 18.6% 67.9% 78 12.82% 4.7
Graves Light Lenhart Wealth
2537
Graves Light Lenhart Wealth
Virginia
$536M +$84.4M +19% 11.9% 47.7% 720 76.67% 0.4
Woodmont Investment Counsel
2538
Woodmont Investment Counsel
Tennessee
$536M +$69.8M +15% 14.7% 75.3% 189 11.64% 4.5
Smith, Moore & Co
2539
Smith, Moore & Co
Missouri
$536M +$54.5M +11% 14.9% 74.5% 366 16.94% 3.2
L1 Capital
2540
L1 Capital
Australia
$536M +$224M +72% 44.3% 127% 18 44.44% 0.3
CVI Holdings
2541
CVI Holdings
Delaware
$536M +$290M +118% 12.9% 25.8% 227 83.26% 0.1
Mizuho Markets Americas
2542
Mizuho Markets Americas
New York
$536M – – 12.1% 114% 13 – 0
First Fiduciary Investment Counsel
2543
First Fiduciary Investment Counsel
Ohio
$534M +$53.3M +11% 14% 60% 62 9.68% 3
Barometer Capital Management
2544
Barometer Capital Management
Ontario, Canada
$534M +$38.4M +8% 35.6% 354% 201 63.18% 0.4
Darwin Wealth Management
2545
Darwin Wealth Management
Florida
$533M +$69.7M +15% 8.8% 61.4% 182 27.47% 1.9
Nishkama Capital LLC
2546
Nishkama Capital LLC
Puerto Rico
$532M +$314M +144% 49.8% 723% 52 57.69% 0.2
Liberty One Investment Management
2547
Liberty One Investment Management
Illinois
$532M +$43M +9% 7.19% 48.4% 141 7.8% 0.8
Oasis Management Company
2548
Oasis Management Company
Cayman Islands
$532M +$306M +135% 13.1% 368% 69 59.42% 0.3
MGM
2549
Miura Global Management
New York
$530M +$177M +50% 27.5% 375% 48 22.92% 0.8
Verity & Verity
2550
Verity & Verity
South Carolina
$529M +$74.6M +16% 11.7% 90.4% 98 17.35% 3.8