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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)
Klaas Financial Asset Advisors
3051
Klaas Financial Asset Advisors
Illinois
$568M -$9.09M -2% 2.26% 39.5% 51 15.69% 2.7
AIM
3052
Aigen Investment Management
New York
$567M +$57.6M +11% 1.82% 55.5% 1,039 66.79% 0.3
IAG Wealth Partners
3053
IAG Wealth Partners
Wisconsin
$567M +$25.9M +5% 1.73% 54.1% 549 18.76% 2.9
Hamilton Point Investment Advisors
3054
Hamilton Point Investment Advisors
North Carolina
$567M +$581K +0.1% 0.11% 86.8% 176 18.75% 3.7
Sava Infond
3055
Sava Infond
Slovenia
$566M – – 5.63% – 211 – 0
Bellecapital
3056
Bellecapital
Switzerland
$566M +$62.2M +12% 6.53% 152% 173 20.81% 3.4
Wellington Shields Capital Management
3057
Wellington Shields Capital Management
New York
$565M -$9.9M -2% 4.25% 157% 324 8.95% 5.2
CT
3058
Chicago Trust
Illinois
$565M -$15M -3% 1.65% 96.7% 386 9.07% 3.9
American Investment Services
3059
American Investment Services
Massachusetts
$565M -$33.7M -6% 0.64% 63.1% 162 6.17% 5.2
AMCA
3060
Arthur M. Cohen & Associates
Illinois
$564M +$10.9M +2% 3.49% 129% 146 11.64% 4.8
Affinity Wealth Management
3061
Affinity Wealth Management
Delaware
$564M +$558K +0.1% 4.07% 116% 109 14.68% 2.9
Pinpoint Asset Management
3062
Pinpoint Asset Management
Hong Kong
$564M +$98.2M +21% 12.9% 185% 126 53.97% 0.5
Human Investing
3063
Human Investing
Oregon
$564M +$11.2M +2% 1.27% 56.9% 332 71.08% 1
Gries Financial
3064
Gries Financial
Ohio
$563M +$28.7M +5% 0.95% 71.3% 304 19.41% 1.7
AMG
3065
Asset Management Group
Connecticut
$562M -$8.64M -2% 0.59% 57% 135 2.22% 7.9
Tyler-Stone Wealth Management
3066
Tyler-Stone Wealth Management
Ohio
$562M +$32.6M +6% 5.95% – 338 10.36% 2.5
Horst & Graben Wealth Management
3067
Horst & Graben Wealth Management
Oregon
$562M +$4.77M +0.9% 0.43% 62.2% 164 11.59% 2.7
Stieven Capital Advisors
3068
Stieven Capital Advisors
Missouri
$562M +$33M +6% 7.51% 117% 55 21.82% 3.4
Capital Advisors Wealth Management
3069
Capital Advisors Wealth Management
Washington
$562M +$18.9M +3% 1.23% 70.5% 183 14.21% 2
Leelyn Smith
3070
Leelyn Smith
Illinois
$561M +$7.31M +1% 0.61% 86% 138 13.04% 3.2
MAA
3071
Mraz Amerine & Associates
California
$561M +$8.38M +2% 3.35% 63.2% 177 11.86% 5.4
D.L. Carlson Investment Group
3072
D.L. Carlson Investment Group
New Hampshire
$561M +$8.62M +2% 5.8% 113% 155 11.61% 3.8
Artemis Wealth Advisors
3073
Artemis Wealth Advisors
New York
$561M -$443M -44% 6.79% 180% 43 39.53% 2.3
Semper Augustus Investments Group
3074
Semper Augustus Investments Group
Colorado
$560M -$32.1M -5% 1.94% 95.4% 37 0% 6.3
Bellwether Advisors
3075
Bellwether Advisors
Nebraska
$559M +$38.6M +7% 3.93% 128% 516 75.97% 0.6