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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)
Crestone Asset Management
2976
Crestone Asset Management
Colorado
$320M +$16.9M +6% 8.45% 6.65% 73 27.4% 2.3
Serengeti Asset Management
2977
Serengeti Asset Management
New York
$319M +$35M +12% 17.3% 14.9% 19 42.11% 1.2
Ameritas Investment Company
2978
Ameritas Investment Company
Nebraska
$319M -$28.4M -8% 7.65% 55.2% 339 2.65% 1.3
University of Notre Dame du Lac
2979
University of Notre Dame du Lac
Indiana
$319M -$46.5M -13% 15.8% – 41 58.54% 1.2
Nightview Capital
2980
Nightview Capital
Texas
$318M -$211M -40% 41.8% 170% 37 70.27% 1.3
CM
2981
Capital Management
Virginia
$318M +$18.4M +6% 7.68% 63.6% 71 8.45% 3.2
SG
2982
Swarthmore Group
Pennsylvania
$318M +$24.6M +8% 10.2% 44.2% 44 11.36% 2.1
JHCM
2983
Juniper Hill Capital Management
California
$318M +$187M +143% 2.33% 33.6% 7 71.43% 0.4
Armor Advisors
2984
Armor Advisors
New York
$318M +$110M +53% 8.73% 78.5% 16 31.25% 0.5
Flaharty Asset Management
2985
Flaharty Asset Management
Florida
$318M +$32.7M +11% 5.11% 37.8% 72 9.72% 2.3
MAS
2986
Managed Account Services
Florida
$317M +$41.2M +15% 6.75% 32.4% 98 5.1% 2.5
Impactive Capital
2987
Impactive Capital
New York
$317M +$3.81M +1% 16.1% 25% 8 12.5% 0.7
Bluescape Energy Partners
2988
Bluescape Energy Partners
Texas
$316M -$15M -5% 4.44% 57.9% 2 0% 1.8
Univest Financial
2989
Univest Financial
Pennsylvania
$316M +$12.9M +4% 8.31% 96.9% 101 2.97% 3.6
IAA
2990
Ironsides Asset Advisors
North Carolina
$316M +$12.7M +4% 13.2% 49.3% 85 20% 1.9
PAS
2991
Partnervest Advisory Services
California
$315M +$50.1M +19% 10.7% 45.1% 279 26.88% 2.3
PGM
2992
Parian Global Management
New York
$315M -$68M -18% 7.38% 65.2% 57 82.46% 0.2
Founders Capital Management (Connecticut)
2993
Founders Capital Management (Connecticut)
Connecticut
$315M +$23.2M +8% 11.1% 99.9% 66 3.03% 3.5
AAA
2994
Adams Asset Advisors
Texas
$315M -$22.4M -7% 5.18% 66.8% 76 7.89% 3.1
Algert Global
2995
Algert Global
California
$315M +$20.4M +7% 12% 194% 527 47.44% 0.5
Selkirk Management
2996
Selkirk Management
New Jersey
$315M +$81.7M +35% 30.4% 245% 22 4.55% 3.8
ICM
2997
Indaba Capital Management
California
$315M +$50.7M +19% 19.4% 66.7% 22 50% 1.1
Strategic Point Investment Advisors
2998
Strategic Point Investment Advisors
Rhode Island
$315M +$8.81M +3% 7.36% 58.2% 25 16% 3
FPFS
2999
First Personal Financial Services
North Carolina
$314M +$21.8M +7% 10.2% 31.5% 310 8.06% 4.3
LDFR
3000
Lehman & Derafelo Financial Resources
Pennsylvania
$314M +$27.8M +10% 9.62% 37.5% 302 25.83% 1