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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)
Summit Financial Wealth Advisors
3126
Summit Financial Wealth Advisors
Louisiana
$367M -$8.07M -2% 10.6% 71.4% 119 15.13% 3.6
FNY Investment Advisers
3127
FNY Investment Advisers
New York
$367M +$129M +54% 26.4% 386% 1,057 75.31% 0.2
Index Venture Associates V
3128
Index Venture Associates V
Jersey
$367M -$209M -36% 152% 61.2% 2 0% 1.3
Maso Capital Partners
3129
Maso Capital Partners
Hong Kong
$367M +$188M +105% 9.44% 8.67% 50 64% 0.4
WC
3130
Walthausen & Co
New York
$367M -$115M -24% 32.2% 63.3% 151 21.85% 2.1
CM
3131
Capital Management
Virginia
$366M +$48.3M +15% 18.9% 63.6% 77 12.99% 3.1
IBT
3132
International Biotechnology Trust
United Kingdom
$366M +$56.4M +18% 14.9% 11.1% 57 15.79% 2
Biltmore Capital Advisors
3133
Biltmore Capital Advisors
New Jersey
$366M +$23M +7% 8.1% 80.4% 117 37.61% 0.7
AAA
3134
Adams Asset Advisors
Texas
$366M +$50.9M +16% 24.5% 66.8% 75 5.33% 3.2
Tectonic Advisors
3135
Tectonic Advisors
Texas
$366M – – 12.4% 44.9% 186 – 0
Drexel Morgan & Co
3136
Drexel Morgan & Co
Pennsylvania
$366M +$81.3M +29% 12.2% 62.4% 106 6.6% 4.5
Amarillo National Bank
3137
Amarillo National Bank
Texas
$365M +$103M +39% 9.24% 63.5% 95 12.63% 4.4
Siguler Guff Advisers
3138
Siguler Guff Advisers
New York
$365M – – 18.5% 37.7% 5 – 1.4
Prestige Wealth Management Group
3139
Prestige Wealth Management Group
New Jersey
$365M +$33.8M +10% 8.48% 55.8% 1,079 20.95% 1.1
MidWestOne Financial Group
3140
MidWestOne Financial Group
Iowa
$365M +$63.3M +21% 22.3% 62.7% 220 11.82% 0.9
Harber Asset Management
3141
Harber Asset Management
North Carolina
$365M +$3.37M +0.9% 18.9% 82% 39 28.21% 1.4
TF
3142
TimeScale Financial
Massachusetts
$365M +$22.7M +7% 14% 31.3% 501 11.58% 1.4
Mirador Capital Partners
3143
Mirador Capital Partners
California
$364M +$43.6M +14% 12.8% 120% 182 17.03% 2.1
OLP Capital Management
3144
OLP Capital Management
Hong Kong
$364M – – 19.7% 115% 5 – 0
Marietta Wealth Management
3145
Marietta Wealth Management
Georgia
$364M +$42.9M +13% 12.1% 93% 110 11.82% 2.7
Brickley Wealth Management
3146
Brickley Wealth Management
California
$364M +$4.22M +1% 11.2% 75.9% 38 5.26% 2
Cartica Management
3147
Cartica Management
District of Columbia
$363M +$55.9M +18% 36.4% 92.9% 10 40% 0.6
AC
3148
Athos Capital
Hong Kong
$363M +$155M +75% 11.6% 101% 91 76.92% 0.3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
3149
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$362M +$40M +12% 20% 215% 62 38.71% 0.4
ArchPoint Investors
3150
ArchPoint Investors
Florida
$361M +$48.3M +15% 16.8% 106% 126 15.87% 2.8