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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)
SFO
3001
Standard Family Office
South Dakota
$424M +$5.83M +1% 5.8% 67.6% 681 25.7% 0.2
American National Bank & Trust
3002
American National Bank & Trust
Texas
$424M +$36.3M +9% 7.92% 102% 277 21.66% 2.5
Divergent Wealth Advisors
3003
Divergent Wealth Advisors
Utah
$423M +$35M +9% 2.76% 14.7% 16 0% 2.5
Northwest Bancshares
3004
Northwest Bancshares
Pennsylvania
$423M +$33.3M +9% 6.17% 84.8% 243 13.58% 1.7
L.J. Altfest & Co
3005
L.J. Altfest & Co
New York
$423M +$15M +4% 5.1% 95.6% 306 23.86% 2.1
Spirit of America Management Corp
3006
Spirit of America Management Corp
New York
$423M +$23.4M +6% 11.9% 113% 231 3.03% 4.4
J.P. Marvel Investment Advisors
3007
J.P. Marvel Investment Advisors
Massachusetts
$422M +$35.6M +9% 8.87% 195% 74 6.76% 5
Kelly Lawrence W & Associates
3008
Kelly Lawrence W & Associates
California
$422M +$170M +67% 4.42% 123% 153 37.91% 3.1
Lee Financial
3009
Lee Financial
Texas
$422M +$36.2M +9% 7.22% 75% 535 16.64% 2.6
Dixon Hubard Feinour & Brown
3010
Dixon Hubard Feinour & Brown
Virginia
$422M +$31.8M +8% 8.19% 63.5% 205 25.37% 4.6
PWW
3011
Pettyjohn Wood & White
Virginia
$422M +$30M +8% 6.27% 70.9% 157 8.28% 4.9
DAFNA Capital Management
3012
DAFNA Capital Management
California
$421M +$85.4M +25% 13.9% 313% 96 30.21% 1.9
True North Advisors
3013
True North Advisors
Texas
$421M +$32M +8% 9.11% 82.9% 215 14.88% 0.8
MAK Capital One
3014
MAK Capital One
New York
$421M +$48.1M +13% 29% 200% 14 28.57% 1.8
BPM
3015
Bowling Portfolio Management
Ohio
$420M -$5.55M -1% 11.8% 45.7% 262 34.35% 3.3
Foundation Resource Management
3016
Foundation Resource Management
Arkansas
$420M +$36.9M +10% 17% 84.5% 54 7.41% 6
Cliffwater
3017
Cliffwater
California
$420M -$43.5M -9% 7.11% 29.4% 24 0% 2.7
WWM
3018
Windsor Wealth Management
Indiana
$420M +$27.1M +7% 7.73% 37.3% 208 13.46% 2.1
EVM
3019
Evelyn V. Moreno
$420M +$17M +4% 5.48% 39.4% 61 0% 5.1
DG Capital Management
3020
DG Capital Management
New York
$419M +$182M +77% 17% 76.7% 139 83.45% 0.2
Arkansas Financial Group
3021
Arkansas Financial Group
Arkansas
$418M +$25.8M +7% 5.85% 41.4% 46 4.35% 3.3
Sky Investment Group
3022
Sky Investment Group
Connecticut
$418M +$24.1M +6% 6.25% 81.4% 121 3.31% 4.3
PCR
3023
Potrero Capital Research
California
$418M -$373M -47% 9.1% 226% 133 67.67% 0.5
CRB
3024
Chad R. Baker
$417M +$7.38M +2% 2.44% 123% 54 3.7% 4
Opus Capital Group
3025
Opus Capital Group
Ohio
$416M +$22.9M +6% 6.05% 53.7% 138 11.59% 3.3