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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)
SWK
3176
Stephen W. Kidder
$282M +$19.7M +8% 8.48% 94.7% 70 5.71% 5.4
Glovista Investments
3177
Glovista Investments
New Jersey
$282M +$24.6M +10% 8.36% 2.48% 103 32.04% 2.3
Alight Capital Management
3178
Alight Capital Management
New York
$282M +$78.4M +39% 23.8% 466% 57 50.88% 0.5
WCMN
3179
Westchester Capital Management (Nebraska)
Nebraska
$282M +$16.6M +6% 5.96% 121% 45 6.67% 4.6
HawsGoodwin Investment Management
3180
HawsGoodwin Investment Management
Tennessee
$281M +$26.5M +10% 7.42% – 95 10.53% 0.6
CHI Advisors
3181
CHI Advisors
New York
$281M +$24.9M +10% 1.53% 88.2% 23 21.74% 0.6
Income Research & Management
3182
Income Research & Management
Massachusetts
$281M +$215K +0.1% 0.13% 1.19% 22 4.55% 2.3
Wright Investors Service
3183
Wright Investors Service
Connecticut
$281M +$20.5M +8% 8.17% 161% 166 26.51% 2.9
MJP
3184
Michael J. Puzo
$281M +$13.7M +5% 7.25% 90.3% 77 6.49% 5.1
Ovata Capital Management
3185
Ovata Capital Management
Hong Kong
$281M -$53.7M -16% 17.5% 69.1% 211 79.15% 0.2
Monetary Management Group
3186
Monetary Management Group
Missouri
$281M +$16.1M +6% 11.9% 138% 304 10.53% 4.5
Roberts, Glore & Co
3187
Roberts, Glore & Co
Illinois
$281M +$25M +10% 8.6% 72.3% 184 11.96% 3.9
One Day In July LLC
3188
One Day In July LLC
Vermont
$280M +$29.4M +12% 4% 48.2% 52 17.31% 1.2
Corsair Capital Management
3189
Corsair Capital Management
New York
$280M +$35.9M +15% 13.1% 435% 60 35% 2.1
Financial Management Professionals
3190
Financial Management Professionals
Texas
$280M -$9.6M -3% 8.51% 67.3% 676 12.43% 1.9
PTB
3191
Pioneer Trust Bank
Oregon
$280M +$20.3M +8% 9.95% 75.7% 67 2.99% 5.7
First Sabrepoint Capital Management
3192
First Sabrepoint Capital Management
Texas
$280M +$26.5M +10% 7.72% 218% 38 36.84% 0.8
Epstein & White Financial
3193
Epstein & White Financial
California
$280M +$16.4M +6% 6.81% 51% 82 14.63% 1.6
Bedell Frazier Investment Counselling
3194
Bedell Frazier Investment Counselling
California
$280M +$31.7M +13% 12.1% 72.5% 77 22.08% 1.8
Beaconlight Capital
3195
Beaconlight Capital
New York
$279M -$20.2M -7% 30.5% 282% 52 67.31% 0.5
Bender Robert & Associates
3196
Bender Robert & Associates
California
$279M +$26.3M +10% 13.9% 146% 46 0% 5.8
The Family Firm
3197
The Family Firm
Maryland
$279M +$11.9M +4% 5.19% 40.2% 147 9.52% 3.7
Madison Avenue Partners
3198
Madison Avenue Partners
New York
$279M +$25.2M +10% 5.71% 284% 19 26.32% 0.5
Chandler Asset Management
3199
Chandler Asset Management
California
$279M +$48.9M +21% 5.03% 35.6% 18 5.56% 2.5
Cubic Asset Management
3200
Cubic Asset Management
Massachusetts
$279M -$863K -0.3% 5.95% 40.5% 164 10.98% 4.4