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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)
Blueprint Financial Advisors
3051
Blueprint Financial Advisors
North Carolina
$675M +$19.5M +3% 0.76% – 117 30.77% 0.5
DPC
3052
Dream Peak Capital
$675M -$296M -31% 11.6% – 9 55.56% 0.2
Redwood Capital Management
3053
Redwood Capital Management
New York
$674M -$260M -28% 7.32% 313% 22 22.73% 2.2
Smithbridge Asset Management
3054
Smithbridge Asset Management
Pennsylvania
$674M -$496M -42% 0.24% – 212 26.89% 4
Gabelli & Co Investment Advisers
3055
Gabelli & Co Investment Advisers
New York
$674M +$8.35M +1% 8.55% 248% 355 37.75% 1.4
Mountain Capital Investment Advisors
3056
Mountain Capital Investment Advisors
Colorado
$674M +$53.9M +9% 0.71% 70.1% 105 27.62% 1.8
Corsair Capital Management
3057
Corsair Capital Management
New York
$673M +$29M +5% 7.78% 435% 188 39.36% 1.9
Columbus Hill Capital Management
3058
Columbus Hill Capital Management
New Jersey
$673M -$38.1M -5% 9.94% 151% 30 36.67% 2.4
Stablepoint Partners
3059
Stablepoint Partners
Massachusetts
$673M +$31.7M +5% 2.74% 92.8% 273 15.02% 1.8
Retail Employees Superannuation Trust
3060
Retail Employees Superannuation Trust
$672M +$299M +80% 9.24% – 31 19.35% 0.2
Morton Capital Management
3061
Morton Capital Management
California
$672M +$21.1M +3% 2.46% 75.4% 148 15.54% 2.6
S-Bank Fund Management
3062
S-Bank Fund Management
Finland
$671M -$100M -13% 6.71% – 184 7.61% 0.9
Titan Global Capital Management USA
3063
Titan Global Capital Management USA
New York
$671M -$27.2M -4% 0.46% 191% 61 9.84% 2.7
Thrive Wealth Management
3064
Thrive Wealth Management
Pennsylvania
$671M -$9.9M -1% 2.65% 84.1% 261 20.31% 2.6
LCM
3065
Lonestar Capital Management
California
$671M +$46.6M +7% 20.1% 260% 39 38.46% 0.7
Summit Partners
3066
Summit Partners
Massachusetts
$670M -$381M -36% 25.6% 23.2% 8 12.5% 5.4
AO
3067
Allen Operations
New York
$670M -$129M -16% 12.9% 248% 35 0% 5.3
Marquette Asset Management
3068
Marquette Asset Management
Minnesota
$669M -$8.24M -1% 1.05% 69.6% 928 38.9% 1
LS Investment Advisors
3069
LS Investment Advisors
Michigan
$668M -$45.4M -6% 1.41% 98.7% 138 13.77% 8.7
Crane Advisory
3070
Crane Advisory
California
$668M +$6.64M +1% 2.37% 38.2% 54 7.41% 2.2
AGM
3071
Alpine Global Management
New York
$668M +$204M +44% 8.93% 149% 471 78.13% 0.4
Oliver Luxxe Assets
3072
Oliver Luxxe Assets
New Jersey
$668M +$10.9M +2% 5.13% 137% 220 23.18% 2.9
IDG-Accel China Capital II Associates
3073
IDG-Accel China Capital II Associates
California
$667M +$113M +20% 20.3% – 1 0% 0.3
TSG Advice Partners
3074
TSG Advice Partners
Ohio
$667M +$12.3M +2% 1.89% – 139 19.42% 0.2
CFM Wealth Partners
3075
CFM Wealth Partners
Texas
$667M -$25.6M -4% 1.39% 175% 147 4.76% 4.4