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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)
Forward Management
2751
Forward Management
California
$494M -$60.6M -11% 3.82% 36.9% 33 48.48% 3.3
FPCM
2752
Financial Partners Capital Management
New York
$494M +$56.2M +13% 7.22% 34.2% 112 11.61% 3.1
Intersect Capital
2753
Intersect Capital
California
$494M +$40.1M +9% 5.43% 57.2% 341 16.13% 1.9
Good Life Advisors
2754
Good Life Advisors
Pennsylvania
$494M +$67M +16% 4.84% 60% 325 17.23% 2.2
CF
2755
Clarity Financial
Texas
$494M +$75.3M +18% 3.48% 56.8% 135 45.19% 0.1
Winslow Asset Management
2756
Winslow Asset Management
Ohio
$494M +$19.7M +4% 11.2% 89.9% 81 7.41% 5.4
Sio Capital Management
2757
Sio Capital Management
New York
$493M +$4.13M +0.8% 16.9% 564% 111 39.64% 0.7
Cornerstone Wealth Group
2758
Cornerstone Wealth Group
North Carolina
$492M +$85.4M +21% 8.31% 108% 185 34.05% 0.9
AO
2759
Allen Operations
New York
$492M +$33.5M +7% 5.68% 248% 30 20% 3
Night Owl Capital Management
2760
Night Owl Capital Management
Connecticut
$491M -$28.1M -5% 0.43% 162% 32 21.88% 3.4
LCM
2761
Lonestar Capital Management
California
$491M -$92.7M -16% 53.4% 260% 30 60% 0.4
FRG Family Wealth Advisors
2762
FRG Family Wealth Advisors
Washington
$491M +$31.8M +7% 7.08% 76.4% 136 8.09% 3.9
Schafer Cullen Capital Management
2763
Schafer Cullen Capital Management
New York
$491M -$6.25B -93% 10.3% 28.4% 260 78.46% 5.6
JFS Wealth Advisors
2764
JFS Wealth Advisors
Pennsylvania
$490M +$13.9M +3% 6.05% 60% 648 16.98% 3.7
Financial Enhancement Group
2765
Financial Enhancement Group
Indiana
$490M +$19.6M +4% 3.64% 62.2% 333 28.83% 1.8
HeadInvest LLC
2766
HeadInvest LLC
Maine
$490M +$18.8M +4% 5.26% 59.1% 228 13.16% 3.4
Affinity Wealth Management
2767
Affinity Wealth Management
Delaware
$489M +$15.5M +3% 6.77% 116% 110 23.64% 1.2
Covenant Multifamily Offices
2768
Covenant Multifamily Offices
Texas
$489M -$70.2M -13% 8.2% 38.3% 193 34.2% 1.1
TEC
2769
Tiger Eye Capital
Tennessee
$489M -$79.2M -14% 8.62% 116% 74 48.65% 1.6
EFG Asset Management (Americas)
2770
EFG Asset Management (Americas)
Florida
$489M +$62K +0% 3.58% 112% 153 20.92% 2.2
Ashmore Group
2771
Ashmore Group
United Kingdom
$489M -$1.98B -80% 1% 103% 26 7.69% 1.7
Oberweis Asset Management
2772
Oberweis Asset Management
Illinois
$489M +$109M +29% 17.8% 485% 193 40.41% 1.2
Rinet Company
2773
Rinet Company
Massachusetts
$488M +$136M +38% 6.51% 33.1% 76 60.53% 1.5
Baker Tilly Wealth Management
2774
Baker Tilly Wealth Management
Wisconsin
$488M +$164M +51% 5.43% 96.9% 481 34.1% 0.2
TA
2775
Tamarack Advisers
California
$488M +$7.56M +2% 12.9% 46.5% 83 60.24% 0.7