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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)
Live Oak Private Wealth
3126
Live Oak Private Wealth
North Carolina
$291M +$15.5M +6% 11.1% 74.6% 138 7.25% 0.5
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3127
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$291M +$46.9M +19% 15.2% 86.7% 64 18.75% 1.5
George Kaiser Family Foundation
3128
George Kaiser Family Foundation
Oklahoma
$291M +$61.7M +27% 7.08% 106% 43 39.53% 1.5
TRV GP IV
3129
TRV GP IV
Massachusetts
$290M +$73.4M +34% 0.19% 1,102% 5 20% 0.7
EGA
3130
E&G Advisors
Texas
$290M +$31.5M +12% 7% 97.7% 184 7.61% 3.2
NG
3131
Northstar Group
New York
$290M +$42.2M +17% 11.6% 63.9% 135 11.11% 4.2
Permanens Capital
3132
Permanens Capital
New York
$290M +$24.8M +9% 8.91% 76.9% 122 9.84% 1.1
White Lighthouse Investment Management
3133
White Lighthouse Investment Management
Massachusetts
$289M +$16.5M +6% 7.06% 62.1% 114 5.26% 2.1
Basso Capital Management
3134
Basso Capital Management
Connecticut
$289M -$30.5M -10% 0.8% 89% 247 48.18% 0.6
TBH Global Asset Management
3135
TBH Global Asset Management
Tennessee
$289M +$36.4M +14% 11.5% 83.3% 183 22.4% 0.5
Tetrad Corporation
3136
Tetrad Corporation
Nebraska
$289M +$29.3M +11% 12.1% 45.6% 4 0% 5.6
Cheviot Value Management
3137
Cheviot Value Management
California
$288M +$31.9M +12% 10.8% 87% 59 13.56% 3.7
Nicolet Bankshares
3138
Nicolet Bankshares
Wisconsin
$288M +$23.1M +9% 6.76% 75.5% 189 11.64% 3.2
High Falls Advisors
3139
High Falls Advisors
New York
$288M +$19.5M +7% 4.92% 56.9% 93 54.84% 3
Monarch Capital Management
3140
Monarch Capital Management
Indiana
$288M +$14.2M +5% 6.82% 77% 99 5.05% 5.4
Nucleo Capital
3141
Nucleo Capital
Brazil
$288M +$45M +19% 11.6% 116% 4 0% 0.5
RP Investment Advisors
3142
RP Investment Advisors
Ontario, Canada
$288M -$112M -28% 2.3% 17.4% 56 85.71% 0.1
Convergence Investment Partners
3143
Convergence Investment Partners
Florida
$287M -$3.42M -1% 9.54% 304% 280 43.21% 1.9
PWMAG
3144
Pinnacle Wealth Management Advisory Group
New Jersey
$287M +$18M +7% 6.73% 90.7% 189 10.05% 2.9
Qtron Investments
3145
Qtron Investments
Massachusetts
$287M +$37.2M +15% 16.7% 140% 305 29.84% 0.7
AO
3146
Allen Operations
New York
$287M +$90.5M +46% 6.37% 248% 27 25.93% 3.3
Security National Bank
3147
Security National Bank
Nebraska
$287M +$44.8M +19% 15.7% 125% 71 8.45% 2.4
GPC
3148
Guardian Point Capital
Virginia
$287M +$12.1M +4% 11.6% 142% 21 28.57% 1.7
Parkside Financial Bank & Trust
3149
Parkside Financial Bank & Trust
Missouri
$287M -$18.8M -6% 8.6% 85.4% 1,719 11.69% 3
EEP
3150
Edgehill Endowment Partners
Connecticut
$287M +$4.12M +1% 3.03% 11.6% 6 0% 1.8