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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)
True North Advisors
2976
True North Advisors
Texas
$564M +$140M +33% 0.94% 82.9% 253 30.83% 1.7
CT
2977
Chicago Trust
Illinois
$564M -$1.07M -0.2% 0.04% 96.7% 383 10.18% 4.1
Dimension Capital Management
2978
Dimension Capital Management
Florida
$564M -$56.6M -9% 0.56% 65.5% 113 15.93% 4
Parker Investment Management
2979
Parker Investment Management
California
$563M -$78.5M -12% 6.61% 208% 38 18.42% 3.9
Leelyn Smith
2980
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 1.65% 86% 140 12.14% 3.4
Poplar Forest Capital
2981
Poplar Forest Capital
California
$563M +$19.2M +4% 7.73% 30% 58 17.24% 5.1
Logos Global Management
2982
Logos Global Management
California
$563M -$292M -34% 19.4% 1,585% 58 51.72% 1.1
Bremer Bank National Association
2983
Bremer Bank National Association
Minnesota
$562M +$56.1M +11% 2.95% 37.4% 183 13.66% 4
Breakwater Capital Group
2984
Breakwater Capital Group
New Jersey
$561M +$59M +12% 1.25% 67.4% 332 16.27% 1.5
Samsara BioCapital
2985
Samsara BioCapital
California
$561M -$168M -23% 13.5% 1,580% 44 18.18% 2.5
Sirios Capital Management
2986
Sirios Capital Management
Massachusetts
$560M +$3.11M +0.6% 4.11% 177% 67 14.93% 2
White Lighthouse Investment Management
2987
White Lighthouse Investment Management
Massachusetts
$560M -$9.18M -2% 1.05% 62.1% 138 7.25% 4.9
James J. Burns & Company
2988
James J. Burns & Company
New York
$558M -$16.7M -3% 2.77% 70.2% 151 7.95% 1.6
Horst & Graben Wealth Management
2989
Horst & Graben Wealth Management
Oregon
$557M -$4.4M -0.8% 1.42% 62.2% 170 14.12% 2.8
Tyler-Stone Wealth Management
2990
Tyler-Stone Wealth Management
Ohio
$557M -$4.86M -0.9% 2.15% – 335 8.96% 2.7
Silchester International Investors
2991
Silchester International Investors
United Kingdom
$557M -$256M -31% 10.1% 53.9% 4 0% 2.8
Simcoe Capital Management
2992
Simcoe Capital Management
New York
$557M -$123M -18% 12% 48.7% 17 47.06% 1.2
BC
2993
Belmont Capital
California
$557M -$57.8M -9% 6.79% 182% 174 33.33% 1.9
Oarsman Capital
2994
Oarsman Capital
Wisconsin
$557M -$17.4M -3% 0.97% 74.9% 904 74.34% 4.1
Ellenbecker Investment Group
2995
Ellenbecker Investment Group
Wisconsin
$556M -$2.68M -0.5% 2.58% 56.3% 117 8.55% 4
Hamilton Point Investment Advisors
2996
Hamilton Point Investment Advisors
North Carolina
$556M -$10.5M -2% 0.79% 86.8% 170 14.12% 4.1
Mirova
2997
Mirova
France
$556M -$23.6M -4% 3.49% 64.6% 134 3.73% 2.9
LM Advisors
2998
LM Advisors
California
$555M -$3.5M -0.6% 3.81% – 222 19.37% 0.9
Pathway Financial Advisors
2999
Pathway Financial Advisors
Vermont
$555M +$120M +28% 0.82% 52.7% 176 10.8% 4.1
MJP Associates
3000
MJP Associates
Connecticut
$554M -$2.35M -0.4% 2.03% 60.9% 255 23.14% 1.8