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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)
Perry Creek Capital
2626
Perry Creek Capital
New York
$633M -$72.1M -10% 4.27% 51.2% 28 17.86% 0.8
Thomas White International
2627
Thomas White International
Illinois
$633M -$55.5M -8% 2.77% 34.9% 326 12.58% 2.8
Crosslink Capital
2628
Crosslink Capital
California
$632M +$78.6M +14% 1.9% 135% 21 19.05% 3
Consolidated Investment Group
2629
Consolidated Investment Group
Colorado
$631M -$6.74M -1% 5.09% 150% 76 7.89% 3.5
Waddell & Associates
2630
Waddell & Associates
Tennessee
$631M +$43.5M +7% 6.11% 194% 122 14.75% 0.7
Alley Company
2631
Alley Company
Illinois
$631M +$72.9M +13% 11.6% 88.2% 89 5.62% 5.6
Larson Financial Group
2632
Larson Financial Group
Missouri
$630M +$126M +25% 5.98% 89.7% 1,209 28.95% 1.4
Cannell Capital
2633
Cannell Capital
Wyoming
$630M +$23.1M +4% 1.38% 127% 83 34.94% 1.3
Bluescape Energy Partners
2634
Bluescape Energy Partners
Texas
$628M -$23.2M -4% 3.17% 57.9% 4 25% 1.8
Valor Management
2635
Valor Management
Illinois
$628M – – 2.74% 14.5% 4 – 0
Private Capital Advisors
2636
Private Capital Advisors
Connecticut
$627M +$26.2M +4% 13.5% 132% 110 27.27% 4.2
Investure LLC
2637
Investure LLC
Virginia
$627M +$39.4M +7% 10.1% 55.4% 13 7.69% 2.3
D.L. Carlson Investment Group
2638
D.L. Carlson Investment Group
New Hampshire
$626M +$51.8M +9% 13.1% 113% 159 17.61% 3.3
Global Strategic Investment Solutions
2639
Global Strategic Investment Solutions
Arizona
$626M +$33.6M +6% 4.86% 56.8% 158 24.05% 1.6
Laidlaw Wealth Management
2640
Laidlaw Wealth Management
New York
$626M +$236M +60% 9.7% 150% 426 50.23% 0.7
Boenning & Scattergood
2641
Boenning & Scattergood
Pennsylvania
$626M +$56.8M +10% 10.9% 34.5% 401 7.73% 2.3
Sabadell Asset Management
2642
Sabadell Asset Management
Spain
$625M +$44.5M +8% 11.2% – 171 10.53% 0.5
HoldCo Asset Management
2643
HoldCo Asset Management
Florida
$625M -$22.9M -4% 1.96% – 23 0% 0.9
Skaana Management
2644
Skaana Management
New York
$624M – – 2.66% 269% 198 – 0
WBI Investments
2645
WBI Investments
New Jersey
$624M +$28M +5% 7.48% 105% 249 59.84% 0.7
Stansberry Asset Management
2646
Stansberry Asset Management
Texas
$624M +$127M +25% 6.1% 79.6% 99 22.22% 0.8
Manitou Investment Management
2647
Manitou Investment Management
Ontario, Canada
$624M +$77.3M +14% 9.12% 69.3% 48 10.42% 3.4
Paragon Capital Management (Colorado)
2648
Paragon Capital Management (Colorado)
Colorado
$623M +$42.2M +7% 3.43% 109% 557 67.15% 0.6
Icon Advisers
2649
Icon Advisers
Colorado
$623M +$33.5M +6% 9.28% 114% 170 13.53% 2.5
Beach Point Capital Management
2650
Beach Point Capital Management
California
$623M +$54.8M +10% 1.53% 84.1% 43 32.56% 0.9