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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)
Bardin Hill Management Partners
2701
Bardin Hill Management Partners
New York
$479M +$102M +27% 18.8% 214% 58 67.24% 0.4
CFMC
2702
Curbstone Financial Management Corp
New Hampshire
$479M +$60.8M +15% 11% 69.6% 181 8.29% 4.4
Robertson Stephens Wealth Management
2703
Robertson Stephens Wealth Management
California
$478M +$71.4M +18% 14% 109% 267 19.48% 0.8
Hardy Reed
2704
Hardy Reed
Mississippi
$478M +$79.3M +20% 13.5% 77.5% 103 17.48% 1.2
Tarbox Family Office
2705
Tarbox Family Office
California
$478M +$67.6M +16% 16% 66.4% 1,224 9.4% 3.2
Transform Wealth
2706
Transform Wealth
Colorado
$478M -$142M -23% 13.5% 48.4% 234 24.36% 2
Sycomore Asset Management
2707
Sycomore Asset Management
France
$478M +$135M +39% 18.8% 163% 83 40.96% 0.6
Spectrum Management Group
2708
Spectrum Management Group
Indiana
$478M +$50.9M +12% 10.7% 44% 295 35.93% 2
City Holding Co
2709
City Holding Co
West Virginia
$478M +$38.9M +9% 13% 89.2% 551 13.61% 4.7
HCR Wealth Advisors
2710
HCR Wealth Advisors
California
$478M +$40.4M +9% 13.4% 107% 278 17.63% 1.7
Absher Wealth Management
2711
Absher Wealth Management
North Carolina
$478M +$61.7M +15% 13.7% 65.3% 72 6.94% 0.9
Valley National Advisers
2712
Valley National Advisers
Pennsylvania
$477M +$39.8M +9% 11.6% 87.2% 894 10.07% 3.4
Arkadios Wealth Advisors
2713
Arkadios Wealth Advisors
Georgia
$477M +$277M +139% 13.3% 91.1% 1,706 49.47% 0.5
RGT Wealth Advisors
2714
RGT Wealth Advisors
Texas
$477M +$82M +21% 10.3% 9.35% 76 55.26% 0.7
JFS Wealth Advisors
2715
JFS Wealth Advisors
Pennsylvania
$476M +$55.7M +13% 13% 60% 650 20.92% 3.6
Institutional & Family Asset Management
2716
Institutional & Family Asset Management
Colorado
$476M +$46.6M +11% 13.4% 19% 957 18.5% 2.1
Chemung Canal Trust
2717
Chemung Canal Trust
New York
$476M +$57M +14% 13.6% 93.4% 115 1.74% 4.9
Atlas Capital Advisors
2718
Atlas Capital Advisors
Wyoming
$476M +$53.4M +13% 12.7% – 660 55.91% 0.9
Tanglewood Wealth Management
2719
Tanglewood Wealth Management
Texas
$476M +$37M +8% 12.8% 64.6% 21 19.05% 2.7
NEWAS
2720
N.E.W. Advisory Services
Wisconsin
$476M +$122M +34% 11.3% 56% 137 32.12% 0.6
Mount Lucas Management
2721
Mount Lucas Management
Pennsylvania
$475M -$4.41M -0.9% 18.6% 110% 134 57.46% 0.4
Permanens Capital
2722
Permanens Capital
New York
$475M +$186M +64% 13.8% 76.9% 133 14.29% 1.2
Greenhaven Road Investment Management
2723
Greenhaven Road Investment Management
Connecticut
$475M +$216M +83% 66.5% 55.2% 33 45.45% 0.4
Laidlaw Wealth Management
2724
Laidlaw Wealth Management
New York
$475M +$250M +111% 11.4% 150% 361 45.43% 0.4
DGHMC
2725
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 26.6% 63% 175 10.86% 2.6