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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)
RIA
2601
RPG Investment Advisory
California
$409M +$30.3M +8% 5.54% 186% 356 9.27% 2
NFAM
2602
North Fourth Asset Management
New Jersey
$408M -$326M -44% 25% 104% 130 87.69% 0.1
Meridian Wealth Management
2603
Meridian Wealth Management
Kentucky
$408M +$109M +37% 14.7% 129% 283 31.45% 1.4
Precept Management
2604
Precept Management
Texas
$408M -$115M -22% 21.2% 110% 106 53.77% 0.8
Keystone Financial Group (Kentucky)
2605
Keystone Financial Group (Kentucky)
Kentucky
$407M +$39.4M +11% 11.4% 116% 243 9.88% 1.8
German American Bancorp
2606
German American Bancorp
Indiana
$407M +$29.4M +8% 6.87% 102% 78 11.54% 1.7
Towercrest Capital Management
2607
Towercrest Capital Management
Pennsylvania
$407M +$24.9M +7% 4.33% 42.6% 81 7.41% 2.6
Essex Financial Services
2608
Essex Financial Services
Connecticut
$407M +$82.9M +26% 10% 87.7% 292 19.86% 3.7
Evermay Wealth Management
2609
Evermay Wealth Management
Virginia
$407M +$27.2M +7% 8.1% 61.1% 161 8.07% 3.2
Robertson Stephens Wealth Management
2610
Robertson Stephens Wealth Management
California
$407M +$60.4M +17% 7.86% 109% 251 30.68% 0.6
Atmos Capital Gestao de Recursos
2611
Atmos Capital Gestao de Recursos
Brazil
$406M +$161M +66% 22.1% 101% 14 57.14% 0.3
Virtue Capital Management
2612
Virtue Capital Management
Tennessee
$406M -$27.4M -6% 8.36% 97.9% 268 24.25% 0.4
MGAI
2613
MP Global Advisers III
New York
$406M -$200M -33% 0.68% 16.5% 1 0% 7.3
Aperture Investors
2614
Aperture Investors
New York
$406M +$10.9M +3% 17.2% 211% 91 41.76% 0.4
Chatham Capital Group
2615
Chatham Capital Group
Georgia
$406M +$19.2M +5% 5.36% 97% 158 9.49% 4.3
McCutchen Group
2616
McCutchen Group
Washington
$405M +$32.3M +9% 5.69% 2.54% 25 12% 5.3
IR
2617
IAT Reinsurance
New York
$405M +$40.4M +11% 3.29% 60.2% 100 26% 3.2
Creative Financial Designs
2618
Creative Financial Designs
Indiana
$405M +$75M +23% 6.93% 58.8% 1,340 15.6% 1
Keywise Capital Management (HK)
2619
Keywise Capital Management (HK)
Hong Kong
$405M +$4.86M +1% 16.4% 684% 43 53.49% 0.3
Winslow Evans & Crocker
2620
Winslow Evans & Crocker
Massachusetts
$404M +$29.4M +8% 10.6% 76.2% 1,202 12.56% 4.2
Wealthquest
2621
Wealthquest
Ohio
$404M +$10.7M +3% 6.84% 52.1% 118 15.25% 2.6
Minot Capital
2622
Minot Capital
Colorado
$404M +$77.1M +24% 8.48% 19.6% 14 7.14% 1
PJB
2623
Paul John Balson
California
$404M +$138M +52% 25.2% – 82 17.07% 0.4
M.D. Sass LLC
2624
M.D. Sass LLC
New York
$403M +$26.4M +7% 5.09% 80.1% 38 26.32% 1.5
Redwood Investment Management
2625
Redwood Investment Management
Arizona
$403M +$53.3M +15% 5.35% 62.5% 310 52.9% 0.5