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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)
Hartree Partners
2826
Hartree Partners
New York
$440M +$274M +164% 94% 133% 70 81.43% 0.1
TAM
2827
THB Asset Management
Connecticut
$440M +$79.8M +22% 40.2% 104% 167 17.37% 2
Edge Wealth Management
2828
Edge Wealth Management
New York
$440M +$5.81M +1% 13.2% 75.3% 493 32.45% 2.9
Ironwood Investment Counsel
2829
Ironwood Investment Counsel
Arizona
$440M +$70.6M +19% 13.5% 78.2% 211 9.48% 3.5
Fieldpoint Private Securities
2830
Fieldpoint Private Securities
Connecticut
$440M +$101M +30% 14.3% 47.2% 1,581 82.92% 0.4
JBJ Investment Partners
2831
JBJ Investment Partners
South Carolina
$440M +$57.4M +15% 9.75% 46.2% 62 25.81% 0.9
Seven Eight Capital
2832
Seven Eight Capital
New York
$440M -$23M -5% 34.2% 13.6% 714 71.99% 0.2
MRCM
2833
M&R Capital Management
New Jersey
$439M +$36.8M +9% 14.7% 52.6% 480 9.38% 4.4
Sanders Morris Harris
2834
Sanders Morris Harris
Texas
$439M +$71.3M +19% 15.6% 85.8% 312 17.95% 0.8
Foster Victor Wealth Advisors
2835
Foster Victor Wealth Advisors
South Carolina
$439M +$70.1M +19% 12.2% 78.2% 148 11.49% 1.2
Means Investment Company
2836
Means Investment Company
Maine
$439M +$74.7M +21% 13.2% 106% 192 23.44% 1.3
Tortoise Investment Management
2837
Tortoise Investment Management
New York
$438M +$28.5M +7% 10.7% 43.8% 571 9.98% 4.2
Shepherd Financial Partners
2838
Shepherd Financial Partners
Massachusetts
$438M +$13.3M +3% 13.2% 88.4% 140 15.71% 2.1
FPCM
2839
Financial Partners Capital Management
New York
$438M +$61.8M +16% 15.5% 34.2% 116 23.28% 3.2
Gates Foundation
2840
Gates Foundation
Washington
$438M – – 44% 58.1% 5 – 0
MA Private Wealth
2841
MA Private Wealth
California
$437M +$13.5M +3% 9.66% 63.4% 86 26.74% 1.4
Brasada Capital Management
2842
Brasada Capital Management
Texas
$437M +$42.6M +11% 16% 76.5% 163 29.45% 1.4
Waddell & Associates
2843
Waddell & Associates
Tennessee
$437M +$68.3M +19% 17.1% 194% 36 47.22% 1.1
WM
2844
Wishbone Management
Illinois
$437M -$37M -8% 27.4% 58.7% 16 50% 0.5
Rodgers Brothers
2845
Rodgers Brothers
Pennsylvania
$437M +$50.1M +13% 16.9% 108% 188 6.91% 4.7
Fort Point Capital Partners
2846
Fort Point Capital Partners
California
$436M +$40.1M +10% 17.9% 66.6% 164 23.78% 2.4
Greenline Partners
2847
Greenline Partners
New York
$436M +$43.3M +11% 12.4% 69.6% 126 20.63% 1.2
Arbor Investment Advisors
2848
Arbor Investment Advisors
North Carolina
$436M +$53.4M +14% 13.4% 48.5% 98 13.27% 3.2
Meag Munich Ergo
2849
Meag Munich Ergo
Germany
$435M -$103M -19% 14.1% 82.8% 215 13.95% 3
Archford Capital Strategies
2850
Archford Capital Strategies
Illinois
$435M +$61.8M +17% 13% 87.4% 264 5.68% 2.8