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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)
KMG Fiduciary Partners
2726
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 13.3% 114% 156 10.26% 1.2
Winslow Asset Management
2727
Winslow Asset Management
Ohio
$474M +$82.1M +21% 24.2% 101% 78 6.41% 5.4
Affinity Wealth Management
2728
Affinity Wealth Management
Delaware
$474M +$103M +28% 15.6% 125% 99 28.28% 1.1
Quantitative Advantage
2729
Quantitative Advantage
Minnesota
$474M +$64.1M +16% 11.4% 45.9% 63 11.11% 2.3
Mass General Brigham
2730
Mass General Brigham
Massachusetts
$473M +$347M +275% 7.86% – 3 0% 0.8
EC
2731
Euclidean Capital
New York
$472M – – 65.8% 79.7% 10 – 0
Royal Fund Management
2732
Royal Fund Management
Florida
$472M +$81.2M +21% 13.6% 103% 189 17.99% 2.4
Boenning & Scattergood
2733
Boenning & Scattergood
Pennsylvania
$472M +$55.2M +13% 13.3% 34.5% 355 11.83% 1.7
Meristem Family Wealth
2734
Meristem Family Wealth
Minnesota
$472M +$81.9M +21% 15.9% 67.7% 244 22.95% 2.7
South Street Advisors
2735
South Street Advisors
New York
$472M +$58.1M +14% 16.6% 177% 62 11.29% 3.2
GWI
2736
Grace & White Inc
New York
$472M +$83.1M +21% 34.2% 59.6% 134 8.21% 5.5
Strategic Wealth Partners Group
2737
Strategic Wealth Partners Group
Illinois
$472M +$58M +14% 14.5% – 59 8.47% 2.1
Hanlon Investment Management
2738
Hanlon Investment Management
New Jersey
$472M +$149M +46% 11.1% 86.2% 126 23.81% 0.7
HeadInvest LLC
2739
HeadInvest LLC
Maine
$471M +$125M +36% 10.8% 59.1% 243 37.04% 3.4
Susquehanna Foundation
2740
Susquehanna Foundation
Pennsylvania
$471M +$281M +147% 14.9% 36.7% 5 20% 2.2
Financial Enhancement Group
2741
Financial Enhancement Group
Indiana
$470M +$39.3M +9% 10.4% 62.2% 329 32.22% 1.7
Pinpoint Asset Management
2742
Pinpoint Asset Management
Hong Kong
$470M +$50.8M +12% 59.4% 185% 49 63.27% 0.4
Globeflex Capital
2743
Globeflex Capital
California
$469M +$91M +24% 28.1% 186% 534 23.97% 1.6
Creative Financial Designs
2744
Creative Financial Designs
Indiana
$468M +$63M +16% 11.1% 58.8% 1,345 11.67% 1.2
Inherent Group
2745
Inherent Group
New York
$468M +$267M +133% 135% 61.7% 31 48.39% 0.4
VCM
2746
Vivaldi Capital Management
Illinois
$468M +$17.3M +4% 11.4% 69.2% 353 33.71% 1.3
Wealthquest
2747
Wealthquest
Ohio
$467M +$63.6M +16% 12.3% 58.5% 137 20.44% 2.4
Academy Capital Management
2748
Academy Capital Management
Texas
$467M +$8.53M +2% 14.6% 85% 35 22.86% 4
Systelligence LLC
2749
Systelligence LLC
Minnesota
$467M +$137M +42% 14.6% 58.3% 65 46.15% 0.5
M.D. Sass LLC
2750
M.D. Sass LLC
New York
$467M +$63.5M +16% 24.9% 80.1% 36 16.67% 1.7