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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)
Front Street Capital Management
2651
Front Street Capital Management
Montana
$528M +$72.3M +16% 21.3% 316% 65 6.15% 3.2
tru Independence
2652
tru Independence
Oregon
$528M +$473M +859% 9.41% 67.4% 856 74.65% 0.5
Cornerstone Advisory
2653
Cornerstone Advisory
Maryland
$528M +$34.3M +7% 5.36% 60.6% 216 11.11% 2.7
Pacific Ridge Capital Partners
2654
Pacific Ridge Capital Partners
Oregon
$528M +$119M +29% 29.1% 149% 128 8.59% 4.5
Redwood Investment Management
2655
Redwood Investment Management
Arizona
$527M -$74.7M -12% 10.1% 62.5% 328 51.52% 0.6
Institute for Wealth Management
2656
Institute for Wealth Management
Colorado
$526M +$22.9M +5% 7.55% 149% 488 11.89% 1.8
Dividend Assets Capital
2657
Dividend Assets Capital
South Carolina
$526M +$11.1M +2% 4.47% 67.4% 616 18.83% 1.5
Boenning & Scattergood
2658
Boenning & Scattergood
Pennsylvania
$525M +$53.2M +11% 7.21% 34.5% 373 12.87% 1.8
City Holding Co
2659
City Holding Co
West Virginia
$525M +$47.5M +10% 7.86% 89.2% 573 19.02% 4.4
Oak Hill Advisors
2660
Oak Hill Advisors
New York
$525M +$100M +24% 17.1% 42.4% 16 6.25% 1.3
First Fiduciary Investment Counsel
2661
First Fiduciary Investment Counsel
Ohio
$525M -$9.6M -2% 7.23% 60% 64 7.81% 3
Duncker Streett & Co
2662
Duncker Streett & Co
Missouri
$524M +$7.55M +1% 5% 102% 562 12.46% 3.9
Manitou Investment Management
2663
Manitou Investment Management
Ontario, Canada
$524M +$59.3M +13% 13% 69.3% 49 14.29% 2.9
KWB Wealth
2664
KWB Wealth
California
$523M +$42.8M +9% 5.79% 54.8% 89 16.85% 0.2
GWI
2665
Grace & White Inc
New York
$523M +$51.6M +11% 17.2% 59.6% 135 7.41% 5.5
CI
2666
CPMG Inc
Texas
$523M -$126M -19% 10.7% 878% 18 83.33% 2.4
Penn Davis McFarland
2667
Penn Davis McFarland
Texas
$522M +$56M +12% 10.4% 100% 50 12% 3.2
Empowered Funds
2668
Empowered Funds
Pennsylvania
$522M $0 0% 6.8% 127% 162 0% 0.4
Ally Bridge Group
2669
Ally Bridge Group
New York
$522M -$61.9M -11% 5.43% 844% 38 36.84% 0.2
Hardy Reed
2670
Hardy Reed
Mississippi
$521M +$42.8M +9% 5.6% 77.5% 111 17.12% 1.4
Minot Capital
2671
Minot Capital
Colorado
$521M +$5.34M +1% 10% 19.6% 17 17.65% 1.2
LVW Advisors
2672
LVW Advisors
New York
$521M +$22.1M +4% 5.06% 79.1% 226 16.81% 2.1
Unison Advisors
2673
Unison Advisors
District of Columbia
$520M +$77.2M +17% 19.4% 57.8% 186 3.76% 1.7
Luminus Management
2674
Luminus Management
Texas
$520M +$91M +21% 13.4% 8.7% 72 79.17% 0.8
Academy Capital Management
2675
Academy Capital Management
Texas
$520M +$52.5M +11% 6.51% 85% 34 17.65% 3.5