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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)
PJB
2676
Paul John Balson
California
$486M +$82M +20% 17.3% – 92 19.57% 0.5
MGO One Seven
2677
MGO One Seven
Ohio
$485M +$64.4M +15% 15.9% 98.8% 526 17.3% 1.7
VM
2678
VPR Management
Texas
$484M +$83.4M +21% 17.5% 54.5% 29 13.79% 2.2
Arcadia Investment Management
2679
Arcadia Investment Management
Michigan
$484M +$19.6M +4% 12.8% 83.5% 286 16.43% 4.1
Whetstone Capital Advisors
2680
Whetstone Capital Advisors
Kansas
$484M -$55.8M -10% 36.3% 282% 34 32.35% 1.4
Sunbelt Securities
2681
Sunbelt Securities
Texas
$484M +$124M +35% 14.4% 83.5% 412 26.46% 1.7
V Wealth Advisors
2682
V Wealth Advisors
Kansas
$484M +$339M +235% 13.3% 36.9% 387 57.88% 0.8
Ally Invest Advisors
2683
Ally Invest Advisors
North Carolina
$483M +$108M +29% 10.8% 45% 17 0% 1.6
Tarsadia Capital
2684
Tarsadia Capital
New York
$483M -$713M -60% 22.6% – 28 42.86% 0.5
OH
2685
Overlook Holdings
British Virgin Islands
$483M -$13.4M -3% 4.47% – 2 0% 3.9
Dean Investment Associates
2686
Dean Investment Associates
Ohio
$483M +$65.7M +16% 17.3% 71% 242 17.36% 2.6
Allegiant Private Advisors
2687
Allegiant Private Advisors
Florida
$482M – – 13.2% – 141 – 0
Antara Capital
2688
Antara Capital
New York
$482M -$237M -33% 13% 39.8% 80 82.5% 0.3
Dock Street Asset Management
2689
Dock Street Asset Management
Florida
$481M +$86.5M +22% 8.95% 218% 61 24.59% 2.9
Tikehau Investment Management
2690
Tikehau Investment Management
France
$481M +$7.98M +2% 16.6% 102% 12 0% 1.6
ACM
2691
Aquilo Capital Management
California
$481M -$463M -49% 45.6% 6.84% 20 30% 1
Alley Company
2692
Alley Company
Illinois
$481M -$899M -65% 11% 88.2% 85 10.59% 5.1
Keystone Financial Group (Kentucky)
2693
Keystone Financial Group (Kentucky)
Kentucky
$481M +$73.5M +18% 13.6% 134% 272 16.91% 1.8
Adams Street Partners
2694
Adams Street Partners
Illinois
$481M +$101M +27% 26.8% 399% 20 55% 1.5
KWB Wealth
2695
KWB Wealth
California
$481M – – 12.1% 54.8% 78 – 0
Camden National Bank
2696
Camden National Bank
Maine
$481M +$27.4M +6% 7.97% 58.2% 144 13.19% 2.3
SM
2697
Sciencast Management
New Jersey
$480M +$218M +83% 19.9% 76.6% 659 79.36% 0.1
TA
2698
Tamarack Advisers
California
$480M +$155M +48% 22.6% 46.5% 53 52.83% 1
Mandatum Life Insurance Company
2699
Mandatum Life Insurance Company
Finland
$480M +$25.2M +6% 15.2% 108% 109 8.26% 3.3
Destiny Wealth Partners
2700
Destiny Wealth Partners
Florida
$480M – – 8.19% 70.4% 510 – 0