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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)
Tortoise Index Solutions
3026
Tortoise Index Solutions
Kansas
$416M +$61.9M +17% 15.1% 52.2% 111 23.42% 3.5
MayTech Global Investments
3027
MayTech Global Investments
New York
$416M -$4.85M -1% 0.07% 158% 60 6.67% 2.1
Dow Chemical Company
3028
Dow Chemical Company
Michigan
$416M +$227M +121% 4.21% 29.4% 7 71.43% 1.8
World Investment Advisors
3029
World Investment Advisors
California
$415M +$20.5M +5% 4.9% 65.4% 252 19.84% 1.1
Waterton Global Resource Management
3030
Waterton Global Resource Management
Ontario, Canada
$415M -$41.1M -9% 4.47% 21% 4 0% 1.3
SC
3031
Serenity Capital
California
$415M -$221M -35% 20.2% – 8 37.5% 2
ARMC
3032
American Research & Management Company
Massachusetts
$415M +$30.2M +8% 6.8% 35.1% 416 17.79% 4.1
Roble Belko & Company
3033
Roble Belko & Company
Pennsylvania
$415M +$30.9M +8% 4.79% 58.4% 358 13.69% 3.3
Symmetry Investments
3034
Symmetry Investments
Jersey
$414M +$58.4M +16% 9.46% 148% 110 74.55% 0.1
Cranbrook Wealth Management
3035
Cranbrook Wealth Management
Michigan
$414M +$23.2M +6% 4.66% 54.3% 431 28.54% 3.3
Marquette Asset Management
3036
Marquette Asset Management
Minnesota
$414M -$20M -5% 5.7% 69.6% 259 18.15% 2.2
Peak Asset Management
3037
Peak Asset Management
Colorado
$414M +$31.4M +8% 5.68% 70.1% 158 9.49% 3.5
Magnus Financial Group
3038
Magnus Financial Group
New York
$414M -$593M -59% 7.42% 78.2% 380 45.79% 1.3
CIA
3039
Covington Investment Advisors
Pennsylvania
$414M +$26.4M +7% 4.34% 100% 81 11.11% 4.6
New England Investment & Retirement Group
3040
New England Investment & Retirement Group
Massachusetts
$414M -$15.3M -4% 5.24% 72.5% 95 25.26% 1.3
Patton Albertson Miller Group
3041
Patton Albertson Miller Group
Tennessee
$414M -$7.7M -2% 6.79% 117% 207 4.83% 3.5
MidWestOne Financial Group
3042
MidWestOne Financial Group
Iowa
$413M +$48.4M +13% 14.3% 62.7% 230 14.78% 1.1
CPH
3043
C Partners Holding
Switzerland
$413M +$3.51M +0.9% 4.59% 25.6% 23 13.04% 3.1
RTS
3044
Round Table Services
New Jersey
$413M +$90.8M +28% 7.26% 16.1% 126 30.16% 2.5
Stonnington Group
3045
Stonnington Group
California
$413M – – 6.34% – 250 – 0
LWANC
3046
Laurel Wealth Advisors (North Carolina)
North Carolina
$413M +$27.9M +7% 5.48% 71.1% 684 18.71% 1.5
PenderFund Capital Management
3047
PenderFund Capital Management
British Columbia, Canada
$412M +$18.4M +5% 12.1% 129% 109 40.37% 0.8
Ackerman Capital Advisors
3048
Ackerman Capital Advisors
Texas
$412M +$18.3M +5% 2.83% 46.4% 146 31.51% 1
Paradigm Financial Advisors
3049
Paradigm Financial Advisors
Missouri
$412M +$42.1M +11% 6.67% 114% 227 32.16% 2.3
Capital Insight Partners
3050
Capital Insight Partners
Arizona
$412M +$14.2M +4% 3.92% 51.7% 148 6.08% 2