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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)
Wilkins Investment Counsel
3151
Wilkins Investment Counsel
Massachusetts
$361M +$25.9M +8% 11.8% 71.3% 74 1.35% 6.2
Strategic Point Investment Advisors
3152
Strategic Point Investment Advisors
Rhode Island
$361M +$46.2M +15% 10.5% 58.2% 27 25.93% 2.8
MAM
3153
Morse Asset Management
Connecticut
$361M +$48.7M +16% 17% 224% 161 35.4% 1.8
RIM
3154
Regent Investment Management
Kentucky
$361M +$37.2M +11% 15.2% 44% 202 10.4% 4.7
Viridian RIA
3155
Viridian RIA
Washington
$360M +$58.3M +19% 15.4% 63.1% 72 22.22% 1.6
Avestar Capital
3156
Avestar Capital
New York
$360M +$56.9M +19% 12.7% 112% 283 26.15% 1.1
Welch Capital Partners
3157
Welch Capital Partners
New York
$360M +$34.2M +10% 11.4% 79.2% 24 8.33% 2.7
MG
3158
Meditor Group
Bermuda
$359M -$86.9M -19% 16.3% 41.1% 5 0% 5.5
Scale Management
3159
Scale Management
California
$359M – – 25.7% – 3 – 2
Schneider Downs Wealth Management Advisors
3160
Schneider Downs Wealth Management Advisors
Pennsylvania
$359M +$61M +20% 20.7% 61.5% 107 18.69% 1.9
Kesler Norman & Wride
3161
Kesler Norman & Wride
Utah
$359M – – 11.1% 90% 146 – 0
TM
3162
Tikvah Management
North Carolina
$359M +$35M +11% 16.9% 176% 17 0% 4.3
Paradigm Asset Management
3163
Paradigm Asset Management
New York
$359M +$36.7M +11% 14.5% 79.2% 491 57.23% 1.9
Cypress Asset Management
3164
Cypress Asset Management
Texas
$359M +$38.3M +12% 11.5% 141% 151 16.56% 3.9
Ten Capital Wealth Advisors
3165
Ten Capital Wealth Advisors
Washington
$358M +$61.5M +21% 11.5% 25% 376 71.54% 0.1
DGM
3166
Darwin Global Management
Jersey
$358M – – 57.5% 2,582% 12 – 0
Avalon Global Asset Management
3167
Avalon Global Asset Management
California
$358M -$14.1M -4% 25.9% 278% 53 52.83% 2.3
Rikoon Group
3168
Rikoon Group
New Mexico
$358M +$34.6M +11% 12.7% 63.3% 229 10.48% 2.7
Ferris Capital
3169
Ferris Capital
Massachusetts
$357M +$48M +16% 14% 67% 183 9.29% 2.3
Bayberry Capital Partners
3170
Bayberry Capital Partners
New York
$357M +$7.45M +2% 23.1% 99.7% 20 25% 0.6
Live Oak Private Wealth
3171
Live Oak Private Wealth
North Carolina
$357M +$65.8M +23% 15.8% 74.6% 148 12.16% 0.6
IMA Advisory Services
3172
IMA Advisory Services
Colorado
$357M +$58.4M +20% 17.2% 74.5% 335 23.28% 2.4
Financial Management Professionals
3173
Financial Management Professionals
Texas
$357M +$76.2M +27% 17.3% 67.3% 701 15.55% 2
Stansberry Asset Management
3174
Stansberry Asset Management
Texas
$356M +$63.7M +22% 22.5% 79.6% 44 15.91% 1
AA
3175
Antipodean Advisors
New York
$356M +$82.8M +30% 37.8% 67.8% 10 20% 1.5