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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)
Brookside Equity Partners
2526
Brookside Equity Partners
Connecticut
$572M +$66M +13% 40.2% 87.4% 7 14.29% 0.2
Alpha Omega Wealth Management
2527
Alpha Omega Wealth Management
Virginia
$572M -$18.9M -3% 10.5% 65.9% 222 5.41% 3.3
Berkshire Money Management
2528
Berkshire Money Management
Massachusetts
$572M +$29.8M +6% 4.12% 61.8% 34 26.47% 2.4
Whitney & Co
2529
Whitney & Co
New York
$570M -$49.9M -8% 6.98% 110% 126 7.14% 3.7
Ropes Wealth Advisors
2530
Ropes Wealth Advisors
Massachusetts
$570M -$74.6M -12% 8.12% 71% 885 72.66% 4.5
JCI
2531
Jet Capital Investors
New York
$570M +$172M +43% 9.86% 147% 49 73.47% 0.5
Empirical Finance
2532
Empirical Finance
Pennsylvania
$569M $0 0% 7.98% 124% 325 0% 1.3
Avalon Global Asset Management
2533
Avalon Global Asset Management
California
$568M +$210M +59% 3.82% 278% 64 57.81% 1.6
M.D. Sass LLC
2534
M.D. Sass LLC
New York
$568M +$101M +22% 12.4% 80.1% 39 25.64% 1.7
IQ EQ Fund Management
2535
IQ EQ Fund Management
Ireland
$568M +$136M +31% 11.7% 109% 255 16.86% 2
Arch Capital Group
2536
Arch Capital Group
Bermuda
$568M -$64.7M -10% 6.48% 2.89% 22 59.09% 0.1
NAH
2537
Neumann Advisory (HK)
Hong Kong
$568M +$39.1M +7% 4.95% 77.3% 11 9.09% 2
Facet Wealth Inc
2538
Facet Wealth Inc
Maryland
$567M +$139M +32% 5.11% 52.9% 50 18% 0.2
Parkwood LLC
2539
Parkwood LLC
Ohio
$566M -$260M -31% 6.4% 120% 139 41.01% 1.1
North Growth Management
2540
North Growth Management
British Columbia, Canada
$564M +$75.9M +16% 14.1% 243% 51 9.8% 2.3
Sentinel Trust
2541
Sentinel Trust
Texas
$564M -$8.73M -2% 5.49% 93.3% 78 21.79% 2.1
Private Ocean
2542
Private Ocean
California
$563M +$67.3M +14% 1.3% 2.82% 638 22.26% 2.3
Focused Wealth Management
2543
Focused Wealth Management
New York
$563M +$49.3M +10% 4.49% 80.9% 1,046 25.33% 3.2
Vision Capital Management
2544
Vision Capital Management
Oregon
$562M +$24M +4% 5.32% 78.4% 107 2.8% 3.6
Oasis Management Company
2545
Oasis Management Company
Cayman Islands
$562M +$30.2M +6% 3.99% 368% 73 60.27% 0.3
Six Columns Capital
2546
Six Columns Capital
Texas
$562M -$261M -32% 27% – 76 75% 0.2
Greenwood Gearhart
2547
Greenwood Gearhart
Arkansas
$562M +$48.1M +9% 6.19% 79% 83 9.64% 3.6
Howard Capital Management
2548
Howard Capital Management
Georgia
$562M +$59.8M +12% 3.1% 144% 54 7.41% 0.9
Main Street Financial Solutions
2549
Main Street Financial Solutions
Pennsylvania
$562M +$72.5M +15% 3.4% 75.4% 429 14.92% 0.2
Liberty One Investment Management
2550
Liberty One Investment Management
Illinois
$561M +$29.3M +5% 4.89% 40.3% 146 9.59% 1