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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)
Penn Davis McFarland
2751
Penn Davis McFarland
Texas
$466M +$82.1M +21% 20.7% 100% 45 4.44% 3.3
Covalis Capital
2752
Covalis Capital
United Kingdom
$466M +$231M +98% 9.16% 41.4% 33 87.88% 0.1
Windham Capital Management
2753
Windham Capital Management
Massachusetts
$465M +$17.6M +4% 6.89% 8.3% 68 8.82% 2.1
Kathmere Capital Management
2754
Kathmere Capital Management
Pennsylvania
$465M +$62.6M +16% 9.59% 68.3% 464 20.91% 0.3
Nelson Capital Management
2755
Nelson Capital Management
California
$465M -$106M -19% 10.5% 141% 105 18.1% 4
Silicon Valley Capital Partners
2756
Silicon Valley Capital Partners
California
$465M +$64.7M +16% 12.2% 103% 70 28.57% 1.5
12th Street Asset Management Company
2757
12th Street Asset Management Company
Tennessee
$465M +$63M +16% 15.9% 89.2% 33 21.21% 2
ARS Wealth Advisors
2758
ARS Wealth Advisors
Florida
$464M +$100M +28% 8.85% 62.5% 127 20.47% 3.3
Manitou Investment Management
2759
Manitou Investment Management
Ontario, Canada
$464M +$81.1M +21% 20.1% 69.3% 48 18.75% 2.7
Arctis Global
2760
Arctis Global
Puerto Rico
$464M – – 60.9% 69.5% 15 – 0
Gilbert & Cook
2761
Gilbert & Cook
Iowa
$464M +$41.9M +10% 12.6% 63.2% 195 23.59% 1.7
Cliffwater
2762
Cliffwater
California
$463M +$128M +38% 14.4% 28.7% 24 0% 2.5
McCutchen Group
2763
McCutchen Group
Washington
$463M +$58M +14% 13.1% 2.54% 23 0% 5.6
River Wealth Advisors
2764
River Wealth Advisors
Pennsylvania
$463M +$79.4M +21% 14.7% 90.5% 209 7.66% 3.4
BlueDrive Global Investors
2765
BlueDrive Global Investors
United Kingdom
$463M +$71.4M +18% 17.3% 25.6% 12 25% 0.9
Greatmark Investment Partners
2766
Greatmark Investment Partners
Georgia
$462M +$64.2M +16% 18.5% 72.5% 129 6.98% 4.5
Tradewinds Capital Management
2767
Tradewinds Capital Management
Washington
$462M +$45M +11% 12.5% 96.9% 747 12.45% 3.8
Southern Farm Bureau Life Insurance
2768
Southern Farm Bureau Life Insurance
Mississippi
$462M – – 13.5% 52.3% 34 – 0
Sompo Asset Management
2769
Sompo Asset Management
Japan
$462M +$46.4M +11% 11.8% 97.4% 136 11.03% 1.9
Dillon & Associates
2770
Dillon & Associates
Michigan
$461M +$46M +11% 13.8% 117% 68 4.41% 5.4
IMOV
2771
Investment Management of Virginia
Virginia
$460M +$58.3M +15% 20.4% 93.4% 154 7.79% 4.6
Vanguard Personalized Indexing Management
2772
Vanguard Personalized Indexing Management
California
$460M +$103M +29% 15.5% 147% 588 25.51% 0.4
Gateway Advisory
2773
Gateway Advisory
New Jersey
$459M +$34.8M +8% 8.19% 26% 76 17.11% 2
FRG Family Wealth Advisors
2774
FRG Family Wealth Advisors
Washington
$459M +$47.7M +12% 12.6% 76.4% 130 8.46% 3.7
AO
2775
Allen Operations
New York
$459M +$172M +60% 64.9% 248% 25 4% 3.4