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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)
Pacific Global Investment Management
2801
Pacific Global Investment Management
California
$480M +$22.9M +5% 8.47% 48% 212 6.13% 4.4
MA Private Wealth
2802
MA Private Wealth
California
$480M +$42.3M +10% 2.86% 57.5% 91 28.57% 1.2
George Kaiser Family Foundation
2803
George Kaiser Family Foundation
Oklahoma
$480M +$102M +27% 20.6% 106% 45 11.11% 1.9
P.J. Schmidt Investment Management (PJS)
2804
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479M +$36.6M +8% 3.76% 75.9% 175 12.57% 3.6
Atalaya Capital Management
2805
Atalaya Capital Management
New York
$479M +$207M +76% 1.57% 7.46% 294 81.63% 0.1
Destiny Wealth Partners
2806
Destiny Wealth Partners
Florida
$479M -$273K -0.1% 2.61% 70.4% 584 19.01% 0.2
Dock Street Asset Management
2807
Dock Street Asset Management
Florida
$479M -$2.17M -0.5% 1.02% 175% 69 17.39% 2.8
Berman Capital Advisors
2808
Berman Capital Advisors
Georgia
$479M +$60.8M +15% 5.79% 48.2% 1,988 10.76% 1.5
PS
2809
Portfolio Strategies
New York
$478M -$32.9M -6% 11.6% 137% 66 25.76% 1.3
Titan Global Capital Management USA
2810
Titan Global Capital Management USA
New York
$478M +$138M +41% 0.49% 191% 44 9.09% 0.2
Cypress Wealth Services
2811
Cypress Wealth Services
California
$478M +$30.5M +7% 3.59% 82.7% 309 11.33% 0.2
Old West Investment Management
2812
Old West Investment Management
California
$478M +$36.8M +8% 24.4% 242% 74 29.73% 2.1
Chatham Capital Group
2813
Chatham Capital Group
Georgia
$478M +$32.8M +7% 4.57% 97% 179 10.61% 4
12th Street Asset Management Company
2814
12th Street Asset Management Company
Tennessee
$477M +$12.5M +3% 8.81% 106% 31 6.45% 2.2
Pinkerton Retirement Specialists
2815
Pinkerton Retirement Specialists
Idaho
$477M +$60.4M +14% 10.6% 98% 104 22.12% 2
Model Capital Management
2816
Model Capital Management
Massachusetts
$477M +$72.6M +18% 4.5% – 6 0% 0.4
StrategIQ Financial Group
2817
StrategIQ Financial Group
Indiana
$476M +$28.7M +6% 5.06% 12.6% 213 6.57% 3.1
Advantage Alpha Capital Partners
2818
Advantage Alpha Capital Partners
California
$475M +$18.6M +4% 9.04% 79.2% 139 30.22% 0.6
ACM
2819
AIGH Capital Management
Maryland
$475M +$229M +93% 27.6% 3,026% 72 68.06% 0.1
CCM
2820
Contrarian Capital Management
Connecticut
$475M +$133M +39% 13.4% 29.4% 20 40% 1
Stone Ridge Asset Management
2821
Stone Ridge Asset Management
New York
$475M +$325M +216% 216% – 1 0% 0.3
Speece Thorson Capital Group
2822
Speece Thorson Capital Group
Minnesota
$475M +$54.4M +13% 13.2% 34.2% 48 6.25% 5.4
WC
2823
Walthausen & Co
New York
$474M +$108M +29% 23.9% 63.3% 150 14.67% 2.1
Whetstone Capital Advisors
2824
Whetstone Capital Advisors
Kansas
$474M -$10M -2% 4.37% 282% 33 30.3% 1.3
McGuire Investment Group
2825
McGuire Investment Group
Rhode Island
$474M +$70.4M +17% 6.7% 202% 112 16.96% 1.7