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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)
Round Rock Advisors
3051
Round Rock Advisors
Connecticut
$539M +$51.7M +11% 1.49% 87.4% 233 14.16% 2.1
Affinity Wealth Management
3052
Affinity Wealth Management
Delaware
$539M -$25.2M -4% 3.08% 116% 105 15.24% 3
ADAR1 Capital Management
3053
ADAR1 Capital Management
Texas
$539M +$38.3M +8% 4.53% – 265 42.64% 0.6
Sompo Asset Management
3054
Sompo Asset Management
Japan
$539M -$53.4M -9% 1.38% 97.4% 200 7.5% 3.6
Cigna Investments
3055
Cigna Investments
Connecticut
$538M -$34.2M -6% 2.24% 154% 465 6.67% 6.3
Oliver Luxxe Assets
3056
Oliver Luxxe Assets
New Jersey
$538M -$15M -3% 0.9% 137% 224 34.82% 2.8
ABC Arbitrage
3057
ABC Arbitrage
France
$538M -$159M -23% 9.75% – 297 71.04% 0.1
Principal Street Partners
3058
Principal Street Partners
Tennessee
$538M +$29.1M +6% 0.04% 91% 259 13.9% 2.7
O'Brien Wealth Partners
3059
O'Brien Wealth Partners
Massachusetts
$537M -$17.9M -3% 2.49% 56.7% 76 17.11% 3.4
Beck Bode LLC
3060
Beck Bode LLC
Massachusetts
$536M -$11.1M -2% 2.4% 155% 134 44.03% 1.2
WPI
3061
Walter Public Investments
Canada
$536M -$22.9M -4% 1.39% 85.1% 45 8.89% 2
Praesidium Investment Management Company
3062
Praesidium Investment Management Company
New York
$535M -$61.1M -10% 8.72% 79% 14 21.43% 3.2
Wealthstream Advisors
3063
Wealthstream Advisors
New York
$534M -$7.08M -1% 1.39% 88.2% 175 10.86% 1.9
Elk River Wealth Management
3064
Elk River Wealth Management
Colorado
$534M -$18.1M -3% 2.8% 81.8% 102 11.76% 3.3
Cornerstone Management
3065
Cornerstone Management
Georgia
$534M +$17.3M +3% 1.14% 43.6% 55 5.45% 5.2
TAP
3066
Tounjian Advisory Partners
Florida
$534M – – 1.52% – 234 – 0
Bricktown Capital
3067
Bricktown Capital
Michigan
$534M +$54.8M +11% 1.22% 46.2% 27 14.81% 1.4
Lebenthal Global Advisors
3068
Lebenthal Global Advisors
New York
$534M -$14M -3% 3.39% 57.2% 207 24.15% 1.9
VHMC
3069
Value Holdings Management Company
New York
$533M -$38.4M -7% 4.21% 110% 35 5.71% 6.4
Strategic Financial Concepts
3070
Strategic Financial Concepts
Texas
$533M +$11.9M +2% 1.26% 56.8% 358 13.97% 0.9
Herald Investment Management
3071
Herald Investment Management
United Kingdom
$533M -$77.9M -13% 11.1% 493% 101 12.87% 5.2
Heritage Investment Group
3072
Heritage Investment Group
Florida
$532M -$3.82M -0.7% 2.25% 54.5% 113 8.85% 2.2
Farmers Trust Company
3073
Farmers Trust Company
Ohio
$532M -$4.05M -0.8% 2.65% 73.5% 194 6.19% 6.2
KAS
3074
Kemnay Advisory Services
New York
$532M -$25.1M -5% 9.02% 167% 25 8% 3.7
MA Private Wealth
3075
MA Private Wealth
California
$532M -$3.21M -0.6% 1.4% 63.4% 78 11.54% 2.7