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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)
Thomasville National Bank
2626
Thomasville National Bank
Georgia
$537M -$225M -30% 6.02% – 216 21.76% 4.2
Veritas Investment Management (UK)
2627
Veritas Investment Management (UK)
United Kingdom
$536M +$16.7M +3% 6.61% 151% 36 8.33% 4.3
Private Capital Advisors
2628
Private Capital Advisors
Connecticut
$535M +$39.7M +8% 6.01% 132% 111 18.92% 3.7
Wealthquest
2629
Wealthquest
Ohio
$535M +$67.8M +15% 6.51% 52.1% 144 10.42% 2.5
Sunriver Management
2630
Sunriver Management
Connecticut
$535M -$71.5M -12% 9.84% 9.27% 25 48% 0.8
HH
2631
Hernani Holdings
Wyoming
$534M +$9.5M +2% 3.11% – 18 77.78% 0.4
BC
2632
Bruce & Co
Illinois
$534M +$15M +3% 10.4% 94.5% 38 7.89% 5.2
Signet Financial Management
2633
Signet Financial Management
New Jersey
$534M +$39M +8% 8.29% 65.2% 256 16.02% 3
NEWAS
2634
N.E.W. Advisory Services
Wisconsin
$533M +$58M +12% 5.46% 56% 140 14.29% 0.9
Rossmore Private Capital
2635
Rossmore Private Capital
Connecticut
$533M +$40.2M +8% 8.57% 87.1% 217 9.22% 1.8
Hoover Financial Advisors
2636
Hoover Financial Advisors
Pennsylvania
$533M +$132M +33% 6% – 667 28.04% 0.5
Sierra Capital
2637
Sierra Capital
Florida
$533M – – 4.12% 32.4% 443 – 0
River Wealth Advisors
2638
River Wealth Advisors
Pennsylvania
$533M +$70.3M +15% 6.7% 90.5% 212 5.66% 3.5
Legato Capital Management
2639
Legato Capital Management
California
$533M +$4.73M +0.9% 2.86% 252% 220 12.73% 1.2
TAA
2640
TB Alternative Assets
Cayman Islands
$531M -$52.1M -9% 5.81% 312% 56 55.36% 0.6
A
2641
Apoletto
British Virgin Islands
$531M -$44.1M -8% 0.37% 192% 8 12.5% 0.6
Dean Investment Associates
2642
Dean Investment Associates
Ohio
$530M +$47.4M +10% 13% 63.5% 244 15.57% 2.7
Taikang Asset Management (HK)
2643
Taikang Asset Management (HK)
Hong Kong
$530M -$149M -22% 5.59% 172% 79 18.99% 2.1
Kettle Hill Capital Management
2644
Kettle Hill Capital Management
New York
$529M +$39.4M +8% 11.5% 37.4% 62 72.58% 0.3
Proffitt & Goodson
2645
Proffitt & Goodson
Tennessee
$529M +$41.3M +8% 3.44% 48.5% 269 8.92% 2.3
Bregal Investments
2646
Bregal Investments
New York
$529M +$6.87M +1% 1.32% – 1 0% 0.3
Bregal North America General Partner Jersey
2647
Bregal North America General Partner Jersey
Jersey
$529M +$6.87M +1% 1.32% 71.3% 1 0% 0.3
Bregal Sagemount I
2648
Bregal Sagemount I
Jersey
$529M +$6.87M +1% 1.32% 71.3% 1 0% 0.3
Absher Wealth Management
2649
Absher Wealth Management
North Carolina
$528M +$50.8M +11% 10.2% 65.3% 74 8.11% 1.1
Rockbridge Investment Management
2650
Rockbridge Investment Management
New York
$528M +$39.7M +8% 4% 43% 777 16.73% 0.6