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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)
Steamboat Capital Partners
3201
Steamboat Capital Partners
New York
$351M -$263M -43% 28.9% 280% 60 51.67% 1.5
Kistler-Tiffany Companies
3202
Kistler-Tiffany Companies
Pennsylvania
$351M +$37.8M +12% 14.1% 52% 702 12.39% 3.7
FPFS
3203
First Personal Financial Services
North Carolina
$351M +$36.4M +12% 11.8% 31.5% 325 12.62% 4.1
NYL Investors
3204
NYL Investors
New York
$351M +$93.1M +36% 388% 10.8% 32 18.75% 1.7
Algert Global
3205
Algert Global
California
$351M +$35.7M +11% 30.4% 194% 548 55.29% 0.5
Hudson Way Capital Management
3206
Hudson Way Capital Management
Texas
$351M +$41.8M +14% 17.3% 51.3% 19 26.32% 1.7
Shulman DeMeo Asset Management
3207
Shulman DeMeo Asset Management
New York
$351M +$51.3M +17% 12.3% 79.3% 145 24.14% 1.2
Dimension Capital Management
3208
Dimension Capital Management
Florida
$350M +$30.3M +9% 15.6% 65.5% 95 17.89% 2.7
OPPTF
3209
OPSEU Pension Plan Trust Fund
Ontario, Canada
$349M +$27.2M +8% 14% 13.4% 276 4.71% 0.7
KM
3210
Kylin Management
New York
$349M +$65.5M +23% 37.1% 126% 12 50% 1.3
CFO4Life Group
3211
CFO4Life Group
Texas
$349M +$53.3M +18% 12% 67.6% 146 15.07% 1.9
McRae Capital Management
3212
McRae Capital Management
New Jersey
$349M +$50.3M +17% 19.7% 78.2% 104 14.42% 4.1
Kavar Capital Partners Group
3213
Kavar Capital Partners Group
Kansas
$348M +$51.1M +17% 14.3% 86.8% 156 10.26% 3.3
SIA
3214
Strategic Investment Advisors
Michigan
$347M +$50.9M +17% 9.36% 72.4% 217 32.26% 1.1
HughesLittle Investment Management
3215
HughesLittle Investment Management
$347M +$47.3M +16% 18.6% 113% 14 0% 4.9
180 Wealth Advisors
3216
180 Wealth Advisors
Washington
$347M +$79.9M +30% 15.8% 165% 328 24.39% 1.6
St Louis Trust
3217
St Louis Trust
Missouri
$346M +$33.9M +11% 17% 77.2% 87 20.69% 3.3
Founders Capital Management (Connecticut)
3218
Founders Capital Management (Connecticut)
Connecticut
$346M +$31.2M +10% 10.9% 99.9% 69 5.8% 3.5
Lake Street Private Wealth
3219
Lake Street Private Wealth
Illinois
$346M +$48.6M +16% 12.2% 105% 199 22.11% 1
Trivium Point Advisory
3220
Trivium Point Advisory
Connecticut
$346M +$63.2M +22% 16.7% 116% 188 16.49% 1.2
Klaas Financial Asset Advisors
3221
Klaas Financial Asset Advisors
Illinois
$346M – – 7.65% 39.5% 81 – 0
Martel Wealth Advisors
3222
Martel Wealth Advisors
Washington
$346M +$37.8M +12% 8.78% 43.4% 46 15.22% 1.7
SA
3223
Strategic Advisors
New York
$346M +$47.8M +16% 12.9% 106% 169 17.75% 3.1
PGCM
3224
Prescott Group Capital Management
Oklahoma
$346M +$121M +54% 35.3% 135% 130 43.85% 2.4
Austin Private Wealth
3225
Austin Private Wealth
Texas
$346M +$78M +29% 13.2% 62.4% 118 27.12% 0.6