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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)
Parkside Investments
2701
Parkside Investments
Illinois
$380M +$2.24M +0.6% 10.5% 70.4% 102 9.8% 1.9
5AM Venture Management
2702
5AM Venture Management
California
$380M -$76.3M -17% 13.8% 546% 9 0% 0.7
B. Riley Financial
2703
B. Riley Financial
California
$380M +$104M +38% 17.9% 682% 30 36.67% 0.7
Sound View Wealth Advisors Group
2704
Sound View Wealth Advisors Group
Georgia
$380M +$24.7M +7% 7.28% 73% 251 5.18% 1.1
Adams Street Partners
2705
Adams Street Partners
Illinois
$379M -$104M -22% 3.65% 399% 18 61.11% 1.5
Buffington Mohr McNeal
2706
Buffington Mohr McNeal
Idaho
$379M +$24M +7% 9.25% 29.3% 122 10.66% 3.5
Moloney Securities Asset Management
2707
Moloney Securities Asset Management
Missouri
$379M +$35.1M +10% 8.48% 86% 360 21.11% 2
CANC
2708
Culbertson A N & Co
Virginia
$379M +$14.6M +4% 10.8% 87.5% 111 1.8% 5.4
Bremer Bank National Association
2709
Bremer Bank National Association
Minnesota
$379M +$25.9M +7% 9.03% 37.4% 204 11.76% 1.3
LCM
2710
LH Capital Markets
New York
$379M -$650M -63% 5.23% 12.2% 63 80.95% 0.1
Hussman Strategic Advisors
2711
Hussman Strategic Advisors
Maryland
$378M -$14.3M -4% 15.4% 43.1% 326 40.8% 1.3
Globeflex Capital
2712
Globeflex Capital
California
$378M -$16.3M -4% 11.2% 186% 550 24.36% 1.5
Nicholas Hoffman & Company
2713
Nicholas Hoffman & Company
Georgia
$378M +$30.8M +9% 7.96% 71.9% 214 10.75% 2.7
Rizvi Traverse Management
2714
Rizvi Traverse Management
Florida
$378M +$139M +58% 12.3% – 3 33.33% 1.2
Speece Thorson Capital Group
2715
Speece Thorson Capital Group
Minnesota
$378M +$30.8M +9% 9.28% 34.2% 46 0% 5.1
Parkman Healthcare Partners
2716
Parkman Healthcare Partners
Connecticut
$378M +$22.7M +6% 14.6% 306% 97 31.96% 0.4
LSP Investment Advisors
2717
LSP Investment Advisors
New York
$377M +$73.3M +24% 6.76% 79.5% 16 31.25% 1.1
Wealth Advisory Solutions
2718
Wealth Advisory Solutions
Indiana
$377M +$17.9M +5% 7.26% 60.5% 197 19.29% 0.6
Constellation Investimentos e Participacoes
2719
Constellation Investimentos e Participacoes
Brazil
$377M +$12.4M +3% 15.5% 172% 6 33.33% 0.5
Bardin Hill Management Partners
2720
Bardin Hill Management Partners
New York
$377M +$104M +38% 30.2% 214% 46 69.57% 0.4
JGP Wealth Management
2721
JGP Wealth Management
Oregon
$377M +$36.6M +11% 9.69% 87.8% 136 11.03% 1.7
Berkshire Bank
2722
Berkshire Bank
Massachusetts
$376M – – 7.47% 76.2% 128 – 0
FPCM
2723
Financial Partners Capital Management
New York
$376M +$29.1M +8% 7.33% 34.2% 109 19.27% 3.1
Advanced Asset Management Advisors
2724
Advanced Asset Management Advisors
Ohio
$376M +$35.2M +10% 8.67% 93.6% 102 6.86% 1.6
L.J. Altfest & Co
2725
L.J. Altfest & Co
New York
$376M +$28.7M +8% 2.94% 95.6% 249 21.69% 2.1