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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)
Glassman Wealth Services
2776
Glassman Wealth Services
Virginia
$363M +$41.4M +13% 10.1% 62.6% 1,584 13.26% 2.1
Cardinal Capital Management Inc (North Carolina)
2777
Cardinal Capital Management Inc (North Carolina)
North Carolina
$363M +$15.4M +4% 7.35% 86.4% 136 4.41% 5.1
Makaira Partners
2778
Makaira Partners
California
$362M +$39.9M +12% 22.5% 22% 10 0% 2.9
Quest Capital Management
2779
Quest Capital Management
Texas
$362M +$28.5M +9% 7.23% 87.7% 238 14.71% 1.2
Harber Asset Management
2780
Harber Asset Management
North Carolina
$361M -$24.9M -6% 6.39% 63.6% 40 37.5% 1.3
State of New Jersey Common Pension Fund E
2781
State of New Jersey Common Pension Fund E
New Jersey
$361M +$8.26M +2% 2.48% 26.4% 2 50% 0.5
TAM
2782
THB Asset Management
Connecticut
$360M +$15M +4% 16.2% 104% 158 10.13% 2
HCM
2783
Harspring Capital Management
New York
$360M +$63.8M +22% 17.7% 70.6% 32 46.88% 0.3
TrinityPoint Wealth
2784
TrinityPoint Wealth
Connecticut
$360M +$44M +14% 9.69% 28.4% 225 12.44% 1.2
Hunter Associates Investment Management
2785
Hunter Associates Investment Management
Pennsylvania
$360M +$23.3M +7% 9.41% 81.7% 196 11.73% 4
PS
2786
Portfolio Strategies
New York
$360M +$76.9M +27% 20.1% 137% 50 18% 1.3
Sunbelt Securities
2787
Sunbelt Securities
Texas
$360M +$68.6M +24% 8.62% 83.5% 353 24.36% 1.9
PenderFund Capital Management
2788
PenderFund Capital Management
British Columbia, Canada
$360M -$10.4M -3% 5.62% 129% 83 32.53% 0.9
3AM
2789
3D Asset Management
Connecticut
$360M +$754K +0.2% 4.45% 0.82% 84 34.52% 2.5
Brickley Wealth Management
2790
Brickley Wealth Management
California
$359M +$62.4M +21% 9.97% 75.9% 36 5.56% 1.8
Ackerman Capital Advisors
2791
Ackerman Capital Advisors
Texas
$359M +$25.7M +8% 5.4% 46.4% 141 24.82% 0.8
GPC
2792
Glen Point Capital
United Kingdom
$359M +$14.2M +4% 17.1% 118% 15 93.33% 0
Toronado Partners
2793
Toronado Partners
California
$359M -$24.3M -6% 8.97% 158% 12 8.33% 1.4
Marquette Asset Management
2794
Marquette Asset Management
Minnesota
$359M +$52.3M +17% 9.69% 69.6% 249 12.45% 2.1
Principle Wealth Partners
2795
Principle Wealth Partners
Connecticut
$359M +$18.3M +5% 16.9% 90.7% 477 68.34% 1.3
Avitas Wealth Management
2796
Avitas Wealth Management
California
$359M +$57.5M +19% 15.4% 56.2% 191 15.18% 1.1
Samsara BioCapital
2797
Samsara BioCapital
California
$359M +$47.7M +15% 11.5% 1,580% 44 45.45% 0.6
Orgel Wealth Management
2798
Orgel Wealth Management
Wisconsin
$358M +$93.1M +35% 5.73% 39.6% 55 10.91% 1.8
Heck Capital Advisors
2799
Heck Capital Advisors
Wisconsin
$358M -$115M -24% 6.4% 67% 109 12.84% 2.5
Baker Ellis Asset Management
2800
Baker Ellis Asset Management
Washington
$358M +$19M +6% 7.89% 91.9% 197 20.3% 4.7