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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)
IBT
3026
International Biotechnology Trust
United Kingdom
$310M +$8.93M +3% 2.7% 11.1% 58 17.24% 1.8
FAG
3027
Financial Advisory Group
Texas
$310M +$18.6M +6% 7.35% 20.6% 76 11.84% 3.6
Natural Investments
3028
Natural Investments
California
$310M -$12.9M -4% 3.71% – 3 66.67% 0.3
Ferris Capital
3029
Ferris Capital
Massachusetts
$309M +$26.2M +9% 8.53% 67% 178 12.36% 2.2
Act Two Investors
3030
Act Two Investors
California
$309M +$41.5M +16% 9.5% 74.4% 35 25.71% 1.4
Hudson Way Capital Management
3031
Hudson Way Capital Management
Texas
$309M +$22.7M +8% 6.79% 51.3% 21 33.33% 1.6
Soundwatch Capital
3032
Soundwatch Capital
Connecticut
$309M +$142M +85% 9.71% 79.6% 26 19.23% 0.3
Martel Wealth Advisors
3033
Martel Wealth Advisors
Washington
$308M +$19.7M +7% 5.07% 43.4% 42 7.14% 1.8
Northside Capital Management
3034
Northside Capital Management
Oregon
$308M +$18.4M +6% 5.94% 99.6% 103 21.36% 3.2
Cartica Management
3035
Cartica Management
District of Columbia
$308M +$55.7M +22% 13.3% 92.9% 7 14.29% 0.7
DAFNA Capital Management
3036
DAFNA Capital Management
California
$308M -$38.9M -11% 6.5% 313% 98 28.57% 2.1
CAM
3037
Centre Asset Management
New York
$307M +$63.2M +26% 6.99% 45.3% 65 21.54% 1.6
Patriot Financial Group Insurance Agency
3038
Patriot Financial Group Insurance Agency
Massachusetts
$307M +$46M +18% 7.3% 97.3% 1,938 10.68% 1.6
FCT
3039
Family Capital Trust
Massachusetts
$307M +$26.3M +9% 10.5% 39.1% 53 1.89% 5.1
PCR
3040
Potrero Capital Research
California
$306M +$92.1M +43% 20.7% 226% 67 49.25% 0.7
Hefren-Tillotson
3041
Hefren-Tillotson
Pennsylvania
$305M +$63.3M +26% 5.16% 40% 12 0% 3.6
Rinet Company
3042
Rinet Company
Massachusetts
$305M +$19.1M +7% 7.44% 33.1% 28 3.57% 3.6
Human Investing
3043
Human Investing
Oregon
$305M +$21.6M +8% 6.34% 56.9% 341 16.72% 1.3
Bruderman Asset Management
3044
Bruderman Asset Management
New York
$305M +$2.59M +0.9% 6.53% 31.7% 95 7.37% 2.5
Old Second National Bank of Aurora
3045
Old Second National Bank of Aurora
Illinois
$304M +$9.7M +3% 9.57% 93.7% 371 18.06% 4.2
Howard Hughes Medical Institute
3046
Howard Hughes Medical Institute
Maryland
$304M +$59.3M +24% 9.49% 70.9% 22 4.55% 4.7
Aegon USA Investment Management
3047
Aegon USA Investment Management
Iowa
$304M +$34.7M +13% 6.13% 44.9% 46 10.87% 1.1
Cornerstone Management
3048
Cornerstone Management
Georgia
$304M +$21.9M +8% 4.07% 43.6% 47 8.51% 2.7
Sage Advisory Services
3049
Sage Advisory Services
Texas
$304M -$14.2M -4% 6.69% 37.8% 56 17.86% 1.4
Capital Advantage
3050
Capital Advantage
California
$304M +$22.2M +8% 6.46% 49.2% 101 17.82% 3.2