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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)
GWI
2676
Grace & White Inc
New York
$389M +$20.1M +5% 8.73% 59.6% 129 4.65% 5.5
Eudaimonia Partners
2677
Eudaimonia Partners
Tennessee
$388M +$124M +47% 8.77% – 860 20.23% 0.6
Foyston, Gordon, & Payne
2678
Foyston, Gordon, & Payne
Ontario, Canada
$388M -$19.9M -5% 6.73% 75.1% 67 10.45% 3.7
Hunter Perkins Capital Management
2679
Hunter Perkins Capital Management
Illinois
$387M +$40.3M +12% 6.99% 58% 83 21.69% 0.2
Northwest Bancshares
2680
Northwest Bancshares
Pennsylvania
$387M +$19.5M +5% 6.42% 84.8% 233 7.73% 1.4
Rodgers Brothers
2681
Rodgers Brothers
Pennsylvania
$387M +$17.7M +5% 6.71% 108% 193 8.29% 4.5
Mudrick Capital Management
2682
Mudrick Capital Management
New York
$386M +$90.5M +31% 47.2% 212% 7 14.29% 0.7
Strategy Asset Managers
2683
Strategy Asset Managers
California
$386M +$12.3M +3% 7.31% 115% 269 33.46% 1.6
Pacific Global Investment Management
2684
Pacific Global Investment Management
California
$385M +$29.4M +8% 12.1% 48% 188 15.96% 4.8
RMR Wealth Builders
2685
RMR Wealth Builders
New Jersey
$385M +$273M +243% 7.96% 91.7% 500 66% 0.5
KWMG
2686
King Wealth Management Group
Florida
$385M +$44.7M +13% 11.1% 103% 167 13.17% 3.2
AMCA
2687
Arthur M. Cohen & Associates
Illinois
$385M +$53.2M +16% 14.6% 129% 147 27.21% 2.8
DDD Partners
2688
DDD Partners
Washington
$385M +$36.1M +10% 9.26% 85.9% 48 22.92% 1.3
Penn Davis McFarland
2689
Penn Davis McFarland
Texas
$384M +$16M +4% 5.38% 100% 47 10.64% 3.2
River Wealth Advisors
2690
River Wealth Advisors
Pennsylvania
$383M +$53.9M +16% 9.36% 90.5% 204 13.73% 3.3
BlueSky Wealth Advisors
2691
BlueSky Wealth Advisors
North Carolina
$383M +$33.4M +10% 4.81% 45.9% 53 7.55% 2.7
Manitou Investment Management
2692
Manitou Investment Management
Ontario, Canada
$383M -$5.7M -1% 5.87% 69.3% 41 4.88% 3
Arbor Investment Advisors
2693
Arbor Investment Advisors
North Carolina
$383M +$20.1M +6% 6.12% 48.5% 89 8.99% 3.3
Mattern Capital Management
2694
Mattern Capital Management
Colorado
$383M +$38.2M +11% 8.23% 39.8% 103 3.88% 0.7
JBJ Investment Partners
2695
JBJ Investment Partners
South Carolina
$382M +$33.4M +10% 5.79% 46.2% 56 30.36% 0.9
HCP
2696
Holt Capital Partners
Texas
$382M +$21.5M +6% 5.94% 69.5% 151 11.92% 4.4
Mainstay Capital Management
2697
Mainstay Capital Management
Michigan
$382M +$38.5M +11% 11.2% 135% 124 20.97% 1.5
Clearline Capital
2698
Clearline Capital
New York
$381M +$74.5M +24% 4.75% 57.4% 100 52% 0.4
Polunin Capital Partners
2699
Polunin Capital Partners
United Kingdom
$381M -$32M -8% 24.8% 268% 20 35% 1.2
MKP Capital Management
2700
MKP Capital Management
New York
$381M +$134M +54% 11.9% 80.4% 63 50.79% 0.1