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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)
Rosenblum Silverman Sutton
3151
Rosenblum Silverman Sutton
California
$390M +$6.12M +2% 1.2% 90.1% 71 4.23% 3.5
Pinnacle Wealth Planning Services
3152
Pinnacle Wealth Planning Services
Ohio
$390M -$28.6M -7% 7.37% 84.5% 2,350 85.49% 1.6
MAM
3153
Morse Asset Management
Connecticut
$390M +$29.1M +8% 7.73% 224% 166 27.11% 1.7
Mirador Capital Partners
3154
Mirador Capital Partners
California
$390M +$25.1M +7% 4.94% 120% 197 22.34% 2.1
Euro Pacific Asset Management
3155
Euro Pacific Asset Management
Puerto Rico
$389M -$22.8M -6% 3.8% 172% 55 9.09% 1
AH Equity Partners III (Parallel)
3156
AH Equity Partners III (Parallel)
California
$389M +$137M +54% 12.9% 33.1% 3 33.33% 0.8
McDonald Partners
3157
McDonald Partners
Ohio
$389M +$34M +10% 6.83% 102% 300 10.67% 0.2
Kistler-Tiffany Companies
3158
Kistler-Tiffany Companies
Pennsylvania
$388M +$36.7M +10% 6.18% 52% 708 9.18% 3.8
TF
3159
TimeScale Financial
Massachusetts
$387M +$22.7M +6% 6.45% 31.3% 551 19.78% 1.4
HughesLittle Investment Management
3160
HughesLittle Investment Management
$387M +$40.5M +12% 6.56% 106% 15 6.67% 4.8
OPPTF
3161
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387M +$37.2M +11% 8.1% 13.4% 268 1.49% 0.9
Syquant Capital SAS
3162
Syquant Capital SAS
France
$386M -$1.14M -0.3% 7.52% 160% 125 92.8% 0.1
Wilkins Investment Counsel
3163
Wilkins Investment Counsel
Massachusetts
$386M +$24.8M +7% 7.9% 71.3% 74 2.7% 6.3
Crestone Asset Management
3164
Crestone Asset Management
Colorado
$386M +$9.8M +3% 5.55% 6.65% 76 17.11% 2.1
Certified Advisory Corp
3165
Certified Advisory Corp
Florida
$386M – – 4.89% 62.9% 806 – 2.3
SIA
3166
Strategic Investment Advisors
Michigan
$385M +$38.3M +11% 4.16% 66.1% 219 26.94% 1.2
RMR Wealth Builders
3167
RMR Wealth Builders
New Jersey
$385M +$181M +89% 5.88% 91.7% 823 39.13% 0.4
CAM
3168
Coltrane Asset Management
New York
$385M -$261M -40% 12.1% 50.3% 11 81.82% 0.1
Alight Capital Management
3169
Alight Capital Management
New York
$385M -$57.5M -13% 8.76% 466% 85 60% 0.5
TBH Global Asset Management
3170
TBH Global Asset Management
Tennessee
$385M +$59.5M +18% 5.33% 83.3% 198 19.19% 0.8
Crabel Capital Management
3171
Crabel Capital Management
California
$384M -$31M -7% 4.22% 13.9% 130 61.54% 0.2
ECM
3172
Endurant Capital Management
California
$384M +$106M +38% 15.9% 18.4% 80 58.75% 0.4
Nexpoint Asset Management
3173
Nexpoint Asset Management
Texas
$383M +$79.1M +26% 23% 253% 225 64% 0.6
Center for Financial Planning
3174
Center for Financial Planning
Michigan
$383M +$30.1M +9% 7.23% 64.4% 547 15.9% 1
Haverford Financial Services
3175
Haverford Financial Services
Pennsylvania
$383M +$15.7M +4% 4.16% 57.9% 62 8.06% 3.7