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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)
Bright Rock Capital Management
2901
Bright Rock Capital Management
Massachusetts
$337M +$17.2M +5% 6.02% 53.1% 77 6.49% 4
Hutchinson Capital Management
2902
Hutchinson Capital Management
California
$336M +$14.6M +5% 6.72% 60.9% 68 4.41% 3.7
McGuire Investment Group
2903
McGuire Investment Group
Rhode Island
$336M +$47.7M +17% 11.7% 202% 95 9.47% 1.5
Kelly Lawrence W & Associates
2904
Kelly Lawrence W & Associates
California
$336M -$147M -30% 12.8% 123% 128 3.91% 4.4
ACME LLC
2905
ACME LLC
California
$336M +$109M +48% 73.3% 199% 3 0% 0.4
Cliffwater
2906
Cliffwater
California
$335M +$41.6M +14% 4.96% 29.4% 24 4.17% 2.2
Wilkins Investment Counsel
2907
Wilkins Investment Counsel
Massachusetts
$335M +$19.5M +6% 5.23% 71.3% 74 5.41% 6
Peak Asset Management
2908
Peak Asset Management
Colorado
$335M +$21.4M +7% 6.71% 70.1% 144 13.19% 3.3
Hanson & Doremus Investment Management
2909
Hanson & Doremus Investment Management
Vermont
$335M +$19.2M +6% 7.22% 86.3% 446 10.09% 4.8
Sicart Associates
2910
Sicart Associates
New York
$335M +$22.2M +7% 7.08% 113% 125 20.8% 1.6
LWANC
2911
Laurel Wealth Advisors (North Carolina)
North Carolina
$335M +$30.6M +10% 8.71% 71.1% 568 8.63% 1.5
Waterton Global Resource Management
2912
Waterton Global Resource Management
Ontario, Canada
$334M +$92.1M +38% 26.4% 21% 5 20% 0.8
IQ EQ Fund Management
2913
IQ EQ Fund Management
Ireland
$334M +$36.7M +12% 10.7% 109% 200 9% 2.2
AGF Investments America
2914
AGF Investments America
Ontario, Canada
$334M +$41.2M +14% 14.9% 72.1% 78 10.26% 3.2
LA
2915
Lynch & Associates
Indiana
$334M +$24.8M +8% 10.5% 73.5% 105 7.62% 5.6
Institutional Venture Management XVI
2916
Institutional Venture Management XVI
California
$334M -$37.3M -10% 24.4% 523% 2 0% 0.8
MWM
2917
Madison Wealth Management
Ohio
$334M +$29.6M +10% 10.6% 35.1% 137 14.6% 0.6
Summit Wealth Partners
2918
Summit Wealth Partners
Florida
$333M +$22.9M +7% 5.03% 44.9% 156 13.46% 0.6
Compass Group
2919
Compass Group
New York
$332M +$8.83M +3% 4.59% 64.6% 19 36.84% 1.2
Brio Consultants
2920
Brio Consultants
California
$331M +$31.7M +11% 6.05% 42.7% 75 13.33% 1.2
Prestige Wealth Management Group
2921
Prestige Wealth Management Group
New Jersey
$331M +$47.5M +17% 6.05% 55.8% 950 8.42% 1
GeoWealth Management
2922
GeoWealth Management
Illinois
$331M +$88.9M +37% 4.24% 58% 191 39.27% 0.4
Marietta Investment Partners
2923
Marietta Investment Partners
Wisconsin
$330M +$29.7M +10% 15.2% 160% 148 16.22% 3.4
Scion Asset Management
2924
Scion Asset Management
California
$330M +$15M +5% 13.3% 1.91% 42 52.38% 0.2
Bourgeon Capital Management
2925
Bourgeon Capital Management
Connecticut
$330M +$48.9M +17% 7.82% 121% 327 27.22% 1.3