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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)
GCM Grosvenor Holdings
2626
GCM Grosvenor Holdings
Illinois
$656M +$90M +16% 35% 78.7% 23 30.43% 0.8
Heck Capital Advisors
2627
Heck Capital Advisors
Wisconsin
$656M +$43.1M +7% 5.21% 67% 205 10.24% 2.7
WealthPlan Investment Management
2628
WealthPlan Investment Management
Nebraska
$655M +$31.1M +5% 5.4% 74.2% 206 19.9% 1.5
WNY Asset Management
2629
WNY Asset Management
New York
$655M +$63.6M +11% 6.24% – 239 11.72% 1.9
PPSC Investment Service
2630
PPSC Investment Service
Japan
$655M +$127M +24% 18.6% 193% 4 0% 1.3
Moisand Fitzgerald Tamayo
2631
Moisand Fitzgerald Tamayo
Florida
$654M +$75.6M +13% 5.23% 51.1% 665 15.04% 3.1
Silver Oak Securities
2632
Silver Oak Securities
Tennessee
$653M -$91.5M -12% 7.66% 73.4% 554 24.55% 1.1
H&F Corporate Investors VIII
2633
H&F Corporate Investors VIII
California
$653M -$152M -19% 14.1% 33.8% 2 0% 2.9
John G. Ullman & Associates
2634
John G. Ullman & Associates
New York
$652M +$21.4M +3% 8.25% 162% 180 9.44% 4.1
Focused Wealth Management
2635
Focused Wealth Management
New York
$651M +$42.8M +7% 8.23% 80.9% 1,059 83% 5.7
Squadra Investments
2636
Squadra Investments
Brazil
$651M +$167M +35% 2.64% 1.55% 4 50% 1.8
Teamwork Financial Advisors
2637
Teamwork Financial Advisors
Texas
$650M +$67.3M +12% 13% 134% 206 22.33% 1.9
Strategies Wealth Advisors
2638
Strategies Wealth Advisors
Michigan
$650M +$64.5M +11% 7.73% 64.6% 103 17.48% 1.5
Cornercap Investment Counsel
2639
Cornercap Investment Counsel
Georgia
$649M +$38.4M +6% 7.64% 55.4% 684 26.32% 1.5
Mengis Capital Management
2640
Mengis Capital Management
Oregon
$649M +$115M +22% 10.3% 104% 217 22.12% 4.4
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2641
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$648M +$209M +48% 40.1% 1,119% 40 30% 1
Estabrook Capital Management
2642
Estabrook Capital Management
New York
$647M +$35.1M +6% 9.01% 87.2% 364 1.92% 6.7
Nellore Capital Management
2643
Nellore Capital Management
California
$647M +$104M +19% 17.3% 73.8% 12 8.33% 2.2
Biondo Investment Advisors
2644
Biondo Investment Advisors
Pennsylvania
$647M +$58.4M +10% 12.8% 83.4% 95 16.84% 4.6
K.J. Harrison & Partners
2645
K.J. Harrison & Partners
Ontario, Canada
$647M +$56.9M +10% 10.5% 140% 237 32.49% 2.6
Samsara BioCapital
2646
Samsara BioCapital
California
$646M +$3.57M +0.6% 39.3% 1,580% 43 13.95% 2.3
Sahana Capital Management
2647
Sahana Capital Management
Connecticut
$646M +$10.6M +2% 6.5% 0.48% 10 30% 1.9
New England Asset Management
2648
New England Asset Management
Connecticut
$646M +$24.3M +4% 7.8% 55.6% 119 27.73% 6.6
Cary Street Partners Asset Management
2649
Cary Street Partners Asset Management
Virginia
$645M +$61.8M +11% 7.97% 25.3% 200 7.5% 2.2
Penn Davis McFarland
2650
Penn Davis McFarland
Texas
$645M +$56.9M +10% 6.77% 100% 47 2.13% 4.9