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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)
Stockman Wealth Management
3051
Stockman Wealth Management
Montana
$490M +$40.8M +9% 7.52% 77.5% 214 11.68% 3.4
Discerene Group
3052
Discerene Group
Connecticut
$489M +$170M +53% 7.99% 48.6% 15 6.67% 0.8
Tekne Capital Management
3053
Tekne Capital Management
New York
$489M -$94M -16% 26.6% 516% 16 18.75% 1.4
Advance Capital Management
3054
Advance Capital Management
Michigan
$489M – – 2.35% 54.4% 86 – 0
Globeflex Capital
3055
Globeflex Capital
California
$488M +$30.2M +7% 11.5% 186% 515 22.91% 1.8
Center for Financial Planning
3056
Center for Financial Planning
Michigan
$488M +$77.1M +19% 8.57% 64.4% 578 16.44% 1.5
LWANC
3057
Laurel Wealth Advisors (North Carolina)
North Carolina
$488M +$35.5M +8% 8.77% 71.1% 718 6.69% 2
Strid Group
3058
Strid Group
Pennsylvania
$488M +$40.9M +9% 5.7% 55.2% 42 7.14% 2.5
Infrastructure Capital Advisors
3059
Infrastructure Capital Advisors
New York
$488M -$152M -24% 0.15% 52% 65 53.85% 2.1
Whetstone Capital Advisors
3060
Whetstone Capital Advisors
Kansas
$488M -$84M -15% 6.58% 282% 33 33.33% 1.6
NFAM
3061
North Fourth Asset Management
New Jersey
$488M -$84.3M -15% 9.97% 104% 133 73.68% 0.2
Windham Capital Management
3062
Windham Capital Management
Massachusetts
$487M +$8.62M +2% 3.42% 8.3% 82 6.1% 2.7
Farmers Trust Company
3063
Farmers Trust Company
Ohio
$486M +$36.6M +8% 12.4% 73.5% 171 6.43% 4.8
Foresite Capital Management IV
3064
Foresite Capital Management IV
California
$486M -$193M -28% 23.7% 151% 12 25% 1
PWW
3065
Pettyjohn Wood & White
Virginia
$485M +$34.9M +8% 9.11% 70.9% 164 6.1% 5.4
Bourgeon Capital Management
3066
Bourgeon Capital Management
Connecticut
$485M +$17.4M +4% 7.44% 121% 301 10.63% 2.1
Liquid Strategies
3067
Liquid Strategies
Georgia
$485M +$69.4M +17% 5.51% 52.4% 7 0% 1.9
CastleKnight Management
3068
CastleKnight Management
New York
$485M – – 6.64% 259% 190 – 0
Affinity Wealth Management
3069
Affinity Wealth Management
Delaware
$485M -$24.1M -5% 10.6% 116% 131 32.06% 1.5
Dorsey Wright & Associates
3070
Dorsey Wright & Associates
California
$485M +$28.6M +6% 10.9% 311% 358 43.58% 0.5
Cable Hill Partners
3071
Cable Hill Partners
Oregon
$485M +$69M +17% 7.92% 20.3% 164 15.85% 2.8
JBJ Investment Partners
3072
JBJ Investment Partners
South Carolina
$485M +$3.02M +0.6% 4.61% 46.2% 67 17.91% 1.6
Kerrisdale Advisers
3073
Kerrisdale Advisers
Florida
$484M -$438M -48% 4.66% 78.8% 66 53.03% 0.9
Engine No 1 LLC
3074
Engine No 1 LLC
California
$484M +$94.8M +24% 10.7% 536% 308 26.95% 0.3
Willow Creek Wealth Management
3075
Willow Creek Wealth Management
California
$484M +$32.4M +7% 5.25% – 123 8.13% 2.4