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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)
Equitec Specialists
2676
Equitec Specialists
Illinois
$519M -$1.14B -69% 2.86% 65.4% 316 53.16% 0.3
Domani Wealth
2677
Domani Wealth
Pennsylvania
$519M +$26.9M +5% 4.63% 48.6% 132 6.82% 3.4
Aviance Capital Partners
2678
Aviance Capital Partners
Florida
$518M +$23.7M +5% 7.12% 109% 284 19.01% 3.5
MPM Asset Management
2679
MPM Asset Management
Massachusetts
$518M -$189M -27% 13.2% 5.89% 8 0% 1.8
Apollon Wealth Management
2680
Apollon Wealth Management
South Carolina
$517M +$148M +40% 4.56% 96.7% 383 60.84% 0.4
Caledonia Investments plc (UK)
2681
Caledonia Investments plc (UK)
United Kingdom
$517M +$21.6M +4% 5.72% 61.9% 11 0% 4.3
Institutional & Family Asset Management
2682
Institutional & Family Asset Management
Colorado
$517M +$40.3M +8% 7.01% 19% 1,024 22.95% 2.1
Sycomore Asset Management
2683
Sycomore Asset Management
France
$516M +$38.3M +8% 1.61% 163% 108 49.07% 0.6
Princeton Portfolio Strategies Group
2684
Princeton Portfolio Strategies Group
New Jersey
$516M +$10.3M +2% 3.76% 83.8% 157 4.46% 4.6
Quantitative Advantage
2685
Quantitative Advantage
Minnesota
$516M +$42.3M +9% 5.16% 45.9% 69 26.09% 2.1
Founders Fund III Management
2686
Founders Fund III Management
California
$515M – – 1.1% – 1 – 0
Donoghue Forlines
2687
Donoghue Forlines
Massachusetts
$515M -$2.51M -0.5% 4.91% 229% 329 62.01% 0.2
Atlas Capital Advisors
2688
Atlas Capital Advisors
Wyoming
$514M +$38.8M +8% 5.42% – 844 30.09% 0.9
SM
2689
Sabby Management
Florida
$514M -$7.79M -1% 57.5% 95.5% 206 70.39% 0.3
LaFleur & Godfrey
2690
LaFleur & Godfrey
Michigan
$514M +$25.4M +5% 3.44% 98.2% 98 13.27% 3.9
Calton & Associates
2691
Calton & Associates
Florida
$514M -$46.6M -8% 4.7% 73.9% 439 22.55% 1.6
Keystone Financial Group (Kentucky)
2692
Keystone Financial Group (Kentucky)
Kentucky
$513M +$32.4M +7% 5.54% 116% 293 13.99% 1.8
Versant Venture Management
2693
Versant Venture Management
California
$513M -$450M -47% 4.53% 409% 13 23.08% 2
KMG Fiduciary Partners
2694
KMG Fiduciary Partners
Ohio
$513M +$38.3M +8% 5.13% 114% 178 16.29% 1.3
RGT Wealth Advisors
2695
RGT Wealth Advisors
Texas
$512M +$35.8M +8% 4.55% 9.35% 73 23.29% 1.1
IIA
2696
IPG Investment Advisors
California
$512M +$81.3M +19% 15.8% 126% 221 36.65% 1.7
Valley National Advisers
2697
Valley National Advisers
Pennsylvania
$512M +$35.1M +7% 4.75% 87.2% 936 13.35% 3.4
Greatmark Investment Partners
2698
Greatmark Investment Partners
Georgia
$512M +$49.7M +11% 12.3% 72.5% 138 10.87% 4.4
Creative Financial Designs
2699
Creative Financial Designs
Indiana
$512M +$43.5M +9% 3.9% 58.8% 1,392 14.44% 1.3
First Trust Capital Management
2700
First Trust Capital Management
Illinois
$511M +$156M +44% 8.74% 215% 301 83.72% 0.1