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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)
Ramsay Stattman Vela & Price
3176
Ramsay Stattman Vela & Price
Colorado
$356M +$33.8M +10% 12.3% 81.8% 67 5.97% 5.5
First Trust Capital Management
3177
First Trust Capital Management
Illinois
$356M -$16.2M -4% 17.9% 215% 185 70.81% 0.1
Symmetry Investments
3178
Symmetry Investments
Jersey
$356M – – 18.4% 148% 62 – 0
MTC
3179
Matrix Trust Company
Colorado
$356M +$15M +4% 13% 51.4% 26 15.38% 1.3
Thames Capital Management
3180
Thames Capital Management
New Jersey
$356M +$72.1M +25% 23.1% 1,159% 60 38.33% 0.7
Inspirion Wealth Advisors
3181
Inspirion Wealth Advisors
Illinois
$355M +$64.3M +22% 12.7% 52.5% 85 9.41% 3.7
McDonald Partners
3182
McDonald Partners
Ohio
$355M – – 16.8% 102% 278 – 0
CHI Advisors
3183
CHI Advisors
New York
$355M +$73.9M +26% 29.2% 88.2% 25 20% 0.7
Radnor Capital Management
3184
Radnor Capital Management
Pennsylvania
$354M +$56M +19% 13% 96.9% 202 7.92% 2.8
UAM
3185
UAS Asset Management
New York
$354M +$27.1M +8% 15.2% 103% 31 35.48% 1.6
Tortoise Index Solutions
3186
Tortoise Index Solutions
Kansas
$354M +$94.1M +36% 18.6% 52.2% 108 3.7% 2.8
Legacy Financial Advisors
3187
Legacy Financial Advisors
Kentucky
$354M +$25.9M +8% 10.9% 97.8% 153 18.95% 0.8
Bain Capital Credit
3188
Bain Capital Credit
Massachusetts
$354M +$6.99M +2% 25.6% 14.4% 21 19.05% 0.9
Human Investing
3189
Human Investing
Oregon
$353M +$48.6M +16% 11.2% 56.9% 337 18.1% 1.5
GJCM
3190
Grand Jean Capital Management
California
$353M +$92.9M +36% 14.2% 61.4% 43 20.93% 3.3
Realta Investment Advisors
3191
Realta Investment Advisors
Delaware
$353M +$54.6M +18% 14.9% 151% 362 21.27% 1.2
Center for Financial Planning
3192
Center for Financial Planning
Michigan
$353M +$42.1M +14% 15.3% 64.4% 501 13.77% 0.9
Nucleo Capital
3193
Nucleo Capital
Brazil
$353M +$64.9M +23% 36.4% 116% 4 0% 0.8
Rinet Company
3194
Rinet Company
Massachusetts
$353M +$47.3M +16% 14.2% 33.1% 30 6.67% 3.6
Rempart Asset Management
3195
Rempart Asset Management
Canada
$352M – – 15.5% 70.5% 36 – 0
NAMP
3196
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$352M +$38.7M +12% 13.7% 90.2% 138 11.59% 4.1
Wintrust Investments
3197
Wintrust Investments
Illinois
$352M -$376M -52% 14.7% 27.5% 365 55.34% 2.4
Cannell Capital
3198
Cannell Capital
Wyoming
$351M +$77.8M +28% 63.8% 127% 70 50% 1.2
Wooster Corthell Wealth Management
3199
Wooster Corthell Wealth Management
Connecticut
$351M +$40.2M +13% 11% 39.1% 46 4.35% 3.2
Rowlandmiller & Partners
3200
Rowlandmiller & Partners
Georgia
$351M +$101M +41% 13.3% 84% 166 18.07% 3.8