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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)
Ethic Inc
2551
Ethic Inc
New York
$561M +$183M +48% 7.11% 145% 505 21.39% 0.7
Regis Management Company
2552
Regis Management Company
California
$561M +$19.2M +4% 3.8% 5.33% 59 11.86% 4.4
PAM
2553
Premier Asset Management
Illinois
$561M +$73.8M +15% 8.5% 104% 217 32.26% 1.5
Enterprise Financial Services Corp (EFSC)
2554
Enterprise Financial Services Corp (EFSC)
Missouri
$561M +$34.2M +6% 6.19% 112% 1,435 12.96% 3.8
MGM
2555
Miura Global Management
New York
$560M +$30.4M +6% 16% 375% 52 55.77% 0.9
TenCore Partners
2556
TenCore Partners
New York
$560M +$40.7M +8% 3.73% 78.4% 16 25% 0.8
Hudson Valley Investment Advisors
2557
Hudson Valley Investment Advisors
New York
$560M +$35.4M +7% 5.11% 102% 178 7.87% 4.5
Nadler Financial Group
2558
Nadler Financial Group
Illinois
$559M +$36.2M +7% 4.71% 81.8% 131 16.79% 3.7
Glade Brook Capital Partners
2559
Glade Brook Capital Partners
Connecticut
$559M +$457M +450% 28% – 1 0% 0.3
De Burlo Group
2560
De Burlo Group
Massachusetts
$559M -$52.8M -9% 6.69% 164% 101 28.71% 3.3
RIA
2561
RPG Investment Advisory
California
$559M +$61.8M +12% 7.21% 186% 387 17.31% 2.1
CL
2562
CIM LLC
New York
$558M +$16.2M +3% 5.01% 108% 176 17.05% 2.6
Essex Financial Services
2563
Essex Financial Services
Connecticut
$558M +$52.4M +10% 5.95% 87.7% 370 17.57% 3.3
1SP
2564
140 Summer Partners
New York
$558M +$32.6M +6% 10.5% 202% 29 68.97% 0.1
Southeast Asset Advisors
2565
Southeast Asset Advisors
Georgia
$557M +$53.1M +11% 11.1% 91.5% 139 10.79% 3.1
StoneX Group
2566
StoneX Group
New York
$557M +$102M +22% 5.13% 92.3% 446 25.34% 1.6
WealthShield Partners
2567
WealthShield Partners
North Carolina
$556M +$14.6M +3% 5.58% 71% 1,205 77.68% 0.4
Gardner Lewis Asset Management
2568
Gardner Lewis Asset Management
Pennsylvania
$556M +$127M +30% 9.76% 240% 95 43.16% 1.7
Navellier & Associates
2569
Navellier & Associates
Nevada
$556M +$3.82M +0.7% 13.1% 361% 334 33.83% 1.3
Aisling Capital Management
2570
Aisling Capital Management
New York
$556M -$26.7M -5% 0.87% 793% 17 17.65% 1.6
5AM Venture Management
2571
5AM Venture Management
California
$555M +$258M +87% 8.37% 546% 11 9.09% 1
Strategic Global Advisors
2572
Strategic Global Advisors
California
$555M -$10.7M -2% 8.36% 137% 183 23.5% 1.6
Brouwer & Janachowski
2573
Brouwer & Janachowski
California
$555M -$14.3M -3% 5.62% 41.8% 52 11.54% 4
Soleus Capital Management
2574
Soleus Capital Management
Connecticut
$555M -$203M -27% 34.6% 508% 90 47.78% 0.4
VCM
2575
Violich Capital Management
California
$555M +$37.2M +7% 5.36% 111% 132 24.24% 4.3