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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)
Quattro Financial Advisors
3076
Quattro Financial Advisors
Texas
$379M -$36M -9% 7.11% 77.6% 53 32.08% 1
MWM
3077
Madison Wealth Management
Ohio
$379M +$45.4M +14% 15.1% 35.1% 143 10.49% 0.8
Sage Advisory Services
3078
Sage Advisory Services
Texas
$379M +$75M +25% 13.3% 37.8% 58 25.86% 1.5
Foresite Capital Management II
3079
Foresite Capital Management II
California
$379M -$80.8M -18% 12.7% 66.2% 4 0% 2.7
III
3080
Independent Investors Inc
New York
$379M +$35.1M +10% 14.7% 94.5% 73 6.85% 5.6
Ethic Inc
3081
Ethic Inc
New York
$378M +$117M +45% 14.3% 145% 436 25.92% 0.6
Dorchester Wealth Management
3082
Dorchester Wealth Management
Quebec, Canada
$378M +$55.1M +17% 14.8% 18.3% 155 20.65% 3.1
George Kaiser Family Foundation
3083
George Kaiser Family Foundation
Oklahoma
$378M +$87.2M +30% 32.3% 106% 45 11.11% 1.7
Terril Brothers
3084
Terril Brothers
Missouri
$378M +$51.9M +16% 19.1% 112% 63 14.29% 3.4
Hartford Financial Management
3085
Hartford Financial Management
Connecticut
$377M +$40.1M +12% 13.1% 87.9% 362 13.81% 3.9
Hohimer Wealth Management
3086
Hohimer Wealth Management
Washington
$377M +$26.6M +8% 13.9% 111% 207 11.11% 0.8
Toronado Partners
3087
Toronado Partners
California
$377M +$18.3M +5% 30.5% 192% 13 23.08% 1.4
Foresight Wealth Management
3088
Foresight Wealth Management
Utah
$377M +$78.4M +26% 11.2% 19.1% 133 27.82% 1.2
Crestone Asset Management
3089
Crestone Asset Management
Colorado
$376M +$56.5M +18% 16.7% 6.65% 68 19.12% 2.1
WFA of San Diego
3090
WFA of San Diego
California
$376M +$270M +256% 9.12% – 117 58.12% 0.3
Qtron Investments
3091
Qtron Investments
Massachusetts
$374M +$86.8M +30% 20.9% 151% 362 36.46% 0.7
MAK Capital One
3092
MAK Capital One
New York
$373M +$135M +57% 46.9% 200% 17 52.94% 1.1
Rational Advisors
3093
Rational Advisors
New York
$373M +$139M +60% 10.4% 39.2% 647 73.72% 1.1
Advisor OS
3094
Advisor OS
Illinois
$373M +$134M +56% 10.5% 68.8% 166 51.81% 0.2
OCM
3095
Ogborne Capital Management
California
$373M +$23.2M +7% 62.5% 251% 21 61.9% 0.6
SC Israel Venture V Management
3096
SC Israel Venture V Management
Israel
$373M – – 146% – 1 – 0
MAS
3097
Managed Account Services
Florida
$372M +$54.7M +17% 13.4% 32.4% 109 12.84% 2.4
Vantage Wealth
3098
Vantage Wealth
California
$372M +$60.3M +19% 14.4% 56.1% 34 0% 3.5
Carolinas Wealth Consulting
3099
Carolinas Wealth Consulting
North Carolina
$372M +$74.6M +25% 17.3% 24.6% 1,089 24.98% 0.5
Cambridge Advisors
3100
Cambridge Advisors
Nebraska
$371M +$32M +9% 10.1% 58.6% 161 8.7% 3.9