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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)
MA Private Wealth
2551
MA Private Wealth
California
$424M +$23.9M +6% 6.24% 57.5% 83 1.2% 1.2
Steigerwald Gordon & Koch
2552
Steigerwald Gordon & Koch
Virginia
$423M +$45.3M +12% 11.6% 59.5% 98 6.12% 3.8
Kettle Hill Capital Management
2553
Kettle Hill Capital Management
New York
$422M +$34.3M +9% 11.2% 37.4% 64 70.31% 0.2
Atlas Capital Advisors
2554
Atlas Capital Advisors
Wyoming
$422M -$4.03M -0.9% 8.81% – 678 56.64% 1.8
Rockbridge Investment Management
2555
Rockbridge Investment Management
New York
$422M +$36.5M +9% 4.64% 38.6% 695 11.8% 0.2
EAM Investors
2556
EAM Investors
California
$422M -$30.6M -7% 64.2% 6,012% 395 69.11% 0.2
Gilbert & Cook
2557
Gilbert & Cook
Iowa
$422M +$22.6M +6% 5.98% 63.2% 166 16.87% 1.8
NTV Asset Management
2558
NTV Asset Management
West Virginia
$421M +$34.7M +9% 7.55% 110% 197 8.63% 4.6
Dividend Assets Capital
2559
Dividend Assets Capital
South Carolina
$421M -$56.3M -12% 5.88% 67.4% 195 6.67% 3.6
MGO One Seven
2560
MGO One Seven
Ohio
$421M +$36.1M +9% 10.1% 98.8% 504 17.26% 1.6
JFS Wealth Advisors
2561
JFS Wealth Advisors
Pennsylvania
$421M +$34.7M +9% 5.89% 60% 612 14.38% 3.5
SCM
2562
SIR Capital Management
New York
$421M +$12.3M +3% 11.2% 71.1% 63 52.38% 0.4
Pinpoint Asset Management
2563
Pinpoint Asset Management
Hong Kong
$420M +$73.6M +21% 19.2% 185% 54 51.85% 0.3
Chemung Canal Trust
2564
Chemung Canal Trust
New York
$419M +$36M +9% 9.21% 93.4% 118 7.63% 4.7
Gladstone Institutional Advisory
2565
Gladstone Institutional Advisory
Florida
$419M +$25.5M +6% 7.37% 85.6% 308 34.09% 1
CFMC
2566
Curbstone Financial Management Corp
New Hampshire
$418M +$32.1M +8% 6.07% 69.6% 171 5.85% 4.4
Legion Partners Asset Management
2567
Legion Partners Asset Management
California
$418M +$60.5M +17% 9.15% 206% 19 42.11% 1.3
Dean Investment Associates
2568
Dean Investment Associates
Ohio
$417M -$937K -0.2% 3.35% 63.5% 235 17.87% 2.5
Tradewinds Capital Management
2569
Tradewinds Capital Management
Washington
$417M +$29.1M +7% 7.35% 96.9% 732 11.07% 3.7
Boenning & Scattergood
2570
Boenning & Scattergood
Pennsylvania
$417M +$42.4M +11% 7.56% 34.5% 340 13.24% 1.5
Absher Wealth Management
2571
Absher Wealth Management
North Carolina
$416M +$24.5M +6% 12.4% 65.3% 71 5.63% 0.7
Sompo Asset Management
2572
Sompo Asset Management
Japan
$415M +$21.2M +5% 6.11% 84.7% 136 10.29% 1.7
Quattro Financial Advisors
2573
Quattro Financial Advisors
Texas
$415M +$34.6M +9% 4.44% 77.6% 46 17.39% 0.9
MPM BioImpact
2574
MPM BioImpact
Massachusetts
$415M +$38.9M +10% 5.64% 550% 12 8.33% 0.5
IP
2575
Isomer Partners
New York
$415M +$40.5M +11% 25.1% 57.2% 21 23.81% 0.6