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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)
Cota Capital Management
2876
Cota Capital Management
California
$343M +$113M +49% 16.6% 46% 16 31.25% 0.5
ARMC
2877
American Research & Management Company
Massachusetts
$342M +$13M +4% 6.82% 35.1% 394 19.54% 4
Opus Capital Group
2878
Opus Capital Group
Ohio
$342M +$15.6M +5% 5.56% 53.7% 124 12.9% 3.3
AMG
2879
Asset Management Group
Connecticut
$342M +$25.7M +8% 6.74% 57% 118 6.78% 5.1
PWW
2880
Pettyjohn Wood & White
Virginia
$342M +$29.1M +9% 8.22% 70.9% 143 2.8% 4.9
TF
2881
TimeScale Financial
Massachusetts
$342M +$18.5M +6% 6.71% 31.3% 539 21.71% 1.1
Martin & Co
2882
Martin & Co
Tennessee
$342M +$19.2M +6% 8.47% 67.8% 117 0.85% 5.5
Intercontinental Wealth Advisors
2883
Intercontinental Wealth Advisors
Texas
$342M +$34M +11% 9.08% 46.7% 212 17.92% 1.8
MIC Capital Partners (Public) (US) IM
2884
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$341M +$105M +44% 10% – 23 26.09% 0.6
Bogle Investment Management
2885
Bogle Investment Management
Massachusetts
$341M -$260M -43% 7.91% 181% 370 58.38% 0.4
Roble Belko & Company
2886
Roble Belko & Company
Pennsylvania
$341M +$7.46M +2% 6.65% 58.4% 359 17.83% 3.2
Longfellow Investment Management
2887
Longfellow Investment Management
Massachusetts
$341M +$14.2M +4% 3.84% 45.9% 160 50% 0.6
Capital Investment Counsel Inc
2888
Capital Investment Counsel Inc
North Carolina
$341M +$81.7M +32% 15.6% 174% 189 13.76% 3.9
MTC
2889
Matrix Trust Company
Colorado
$341M -$51.8M -13% 4.68% 51.4% 32 28.13% 1
Arkansas Financial Group
2890
Arkansas Financial Group
Arkansas
$340M +$23M +7% 4.45% 41.4% 41 9.76% 3.2
Cambridge Advisors
2891
Cambridge Advisors
Nebraska
$340M +$20.2M +6% 6.28% 58.6% 153 9.8% 3.9
Fieldpoint Private Securities
2892
Fieldpoint Private Securities
Connecticut
$339M +$42.9M +14% 8.88% 47.2% 288 17.71% 1.9
Gryphon Financial Partners
2893
Gryphon Financial Partners
Ohio
$338M +$15.8M +5% 9.5% 111% 158 20.25% 1.7
Oak Hill Advisors
2894
Oak Hill Advisors
New York
$338M +$117M +53% 6.74% 42.4% 15 0% 0.9
Yakira Capital Management
2895
Yakira Capital Management
Connecticut
$338M +$115M +52% 17.6% 74.1% 282 60.64% 0.6
ECM
2896
Endurant Capital Management
California
$338M -$1.49B -81% 4.37% 18.4% 82 58.54% 0.5
Cable Hill Partners
2897
Cable Hill Partners
Oregon
$338M +$33.5M +11% 5.94% 20.3% 105 25.71% 3.3
Cutter & Co Brokerage
2898
Cutter & Co Brokerage
Missouri
$337M +$30.4M +10% 6.41% 40.4% 287 18.47% 2.2
Capital Impact Advisors
2899
Capital Impact Advisors
Massachusetts
$337M +$38M +13% 21.2% – 136 36.03% 2.2
Hartford Financial Management
2900
Hartford Financial Management
Connecticut
$337M +$24.2M +8% 7.99% 87.9% 352 11.93% 4.1