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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)
Capital Impact Advisors
2951
Capital Impact Advisors
Massachusetts
$407M +$69.8M +21% 46.5% – 129 36.43% 1.9
Cornerstone Wealth Group
2952
Cornerstone Wealth Group
North Carolina
$407M +$41.1M +11% 15.2% 108% 180 42.22% 0.8
Capital Planning Advisors
2953
Capital Planning Advisors
California
$407M +$42M +12% 15% 64.2% 132 12.12% 2.6
TCM
2954
Tao Capital Management
California
$407M +$96.5M +31% 60.1% 286% 8 37.5% 0.7
Hunter Associates Investment Management
2955
Hunter Associates Investment Management
Pennsylvania
$407M +$46.7M +13% 14.8% 81.7% 213 16.43% 3.9
East Coast Asset Management
2956
East Coast Asset Management
Massachusetts
$406M +$56.2M +16% 17.2% 167% 63 1.59% 6.1
Plancorp LLC
2957
Plancorp LLC
Missouri
$406M +$76.4M +23% 13.3% 73.1% 209 15.79% 2.7
Ellington Management Group
2958
Ellington Management Group
Connecticut
$406M +$119M +42% 16.6% 16.1% 64 54.69% 0.6
GF
2959
Greenfield FTC
Nevada
$405M – – 12.8% 75.4% 4 – 0
Lathrop Investment Management
2960
Lathrop Investment Management
Arkansas
$405M +$51.1M +14% 17.1% 80.8% 73 5.48% 4.4
Bourgeon Capital Management
2961
Bourgeon Capital Management
Connecticut
$405M +$75M +23% 18.1% 121% 340 30% 1.5
Sicart Associates
2962
Sicart Associates
New York
$405M +$70.1M +21% 17.9% 113% 130 18.46% 1.7
SP
2963
Solel Partners
Massachusetts
$405M +$93M +30% 29.9% 25.9% 19 47.37% 0.5
BCM
2964
BlueMar Capital Management
Florida
$405M +$11.7M +3% 17.5% 27.4% 74 41.89% 0.7
Noesis Capital Mangement
2965
Noesis Capital Mangement
Florida
$405M +$51.6M +15% 17.4% 139% 114 8.77% 3.8
Model Capital Management
2966
Model Capital Management
Massachusetts
$404M +$74.5M +23% 1.27% – 12 66.67% 0.2
Personal CFO Solutions
2967
Personal CFO Solutions
New Jersey
$404M +$104M +35% 18.9% 98.9% 416 30.77% 0.7
Well Done LLC
2968
Well Done LLC
Michigan
$404M +$49.2M +14% 12.6% 80.4% 163 20.86% 2.4
McGuire Investment Group
2969
McGuire Investment Group
Rhode Island
$404M +$67.7M +20% 21.6% 202% 101 10.89% 1.7
SCM
2970
Stamina Capital Management
New York
$403M +$51.2M +15% 46.3% 292% 39 48.72% 0.4
KLCM Advisors
2971
KLCM Advisors
Wisconsin
$403M +$59.4M +17% 22.9% 143% 109 10.09% 3.7
EVM
2972
Evelyn V. Moreno
$403M +$32.9M +9% 12.8% 39.4% 71 16.9% 4.8
Hanson & Doremus Investment Management
2973
Hanson & Doremus Investment Management
Vermont
$402M +$67.5M +20% 14% 86.3% 450 11.11% 4.7
Security National Trust
2974
Security National Trust
West Virginia
$402M +$46.4M +13% 13% 58.3% 429 7.69% 5.2
BFM
2975
Blacksheep Fund Management
Ireland
$402M +$90.3M +29% 13.6% 78.7% 7 14.29% 0.8