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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)
Lee Financial
2801
Lee Financial
Texas
$358M -$2.34M -0.6% 6.21% 75% 585 15.56% 2.3
Front Street Capital Management
2802
Front Street Capital Management
Montana
$358M +$23.7M +7% 11.9% 316% 59 5.08% 3.2
GCM
2803
Gabalex Capital Management
New York
$357M +$39.7M +13% 10.9% 24.9% 24 8.33% 3.2
Bain Capital Venture Investors
2804
Bain Capital Venture Investors
Massachusetts
$357M -$53M -13% 24.6% 34.2% 3 33.33% 2.5
PW
2805
Price Wealth
Texas
$357M +$19.4M +6% 8.97% 17.5% 470 20% 0.8
CAS
2806
Cascadia Advisory Services
Oregon
$357M +$30.3M +9% 7.74% – 226 33.19% 0.4
Vanguard Personalized Indexing Management
2807
Vanguard Personalized Indexing Management
California
$356M +$136M +62% 12.1% 147% 478 28.66% 0.3
Rosenblum Silverman Sutton
2808
Rosenblum Silverman Sutton
California
$356M +$44.8M +14% 15.2% 90.1% 66 12.12% 3.3
Security National Trust
2809
Security National Trust
West Virginia
$356M +$22.3M +7% 8.84% 58.3% 431 9.51% 5
Capital Insight Partners
2810
Capital Insight Partners
Arizona
$356M +$38.7M +12% 6.62% 51.7% 143 4.9% 1.7
Old Dominion Capital Management
2811
Old Dominion Capital Management
Virginia
$356M +$32.6M +10% 8.2% 45.9% 153 13.07% 2.2
Foresite Capital Management I
2812
Foresite Capital Management I
California
$355M +$37.9M +12% 38.7% 40.7% 4 25% 1.9
Well Done LLC
2813
Well Done LLC
Michigan
$355M -$8.78M -2% 8.09% 80.4% 154 16.23% 2.6
Genovese Burford & Brothers Wealth & Retirement Plan Management
2814
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$354M +$10.5M +3% 7.96% 28% 104 19.23% 2.3
Lathrop Investment Management
2815
Lathrop Investment Management
Arkansas
$354M +$19.3M +6% 8.68% 72.2% 71 5.63% 4.2
NEWAS
2816
N.E.W. Advisory Services
Wisconsin
$354M +$32.7M +10% 6.23% 56% 97 13.4% 0.6
Probity Advisors
2817
Probity Advisors
Texas
$353M +$30.7M +10% 5.25% 61.7% 182 8.24% 2.8
Noesis Capital Mangement
2818
Noesis Capital Mangement
Florida
$353M +$36.9M +12% 12.5% 139% 112 8.93% 3.8
Patton Albertson Miller Group
2819
Patton Albertson Miller Group
Tennessee
$353M +$9.14M +3% 9.56% 117% 215 9.77% 3.1
RK Capital Management (Colorado)
2820
RK Capital Management (Colorado)
Colorado
$353M +$10.7M +3% 10.4% 89% 74 25.68% 1.2
Pacific Ridge Capital Partners
2821
Pacific Ridge Capital Partners
Oregon
$353M -$12.8M -3% 4.22% 149% 128 4.69% 4.1
tru Independence
2822
tru Independence
Oregon
$353M -$339M -49% 7.04% 67.4% 978 74.74% 0.5
MGM
2823
Miura Global Management
New York
$353M -$26.2M -7% 22.9% 375% 44 36.36% 0.6
Paradigm Financial Advisors
2824
Paradigm Financial Advisors
Missouri
$352M +$37.6M +12% 8.25% 114% 148 18.24% 3.4
Berman Capital Advisors
2825
Berman Capital Advisors
Georgia
$352M -$28.8M -8% 8.75% 48.2% 1,884 14.17% 1.3