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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)
Strategic Point Investment Advisors
3201
Strategic Point Investment Advisors
Rhode Island
$378M +$16.9M +5% 4.21% 58.2% 26 7.69% 2.8
III
3202
Independent Investors Inc
New York
$377M -$1.25M -0.3% 0.94% 94.5% 74 6.76% 5.6
Inspirion Wealth Advisors
3203
Inspirion Wealth Advisors
Illinois
$377M +$22M +6% 6.43% 52.5% 88 9.09% 3.9
Ramsay Stattman Vela & Price
3204
Ramsay Stattman Vela & Price
Colorado
$377M +$20.9M +6% 3.8% 81.8% 70 10% 5.7
Archford Capital Strategies
3205
Archford Capital Strategies
Illinois
$376M -$58.5M -13% 3.8% 87.4% 285 14.39% 2.9
Rikoon Group
3206
Rikoon Group
New Mexico
$376M +$17.7M +5% 5.23% 63.3% 240 9.58% 2.8
Index Venture Associates V
3207
Index Venture Associates V
Jersey
$376M +$9.08M +2% 20.3% 61.2% 3 66.67% 1.3
HBW Advisory Services
3208
HBW Advisory Services
California
$376M +$46.7M +14% 3.44% 68.6% 275 30.91% 0.6
NFC Investments
3209
NFC Investments
Tennessee
$376M +$31.4M +9% 20.9% – 47 21.28% 3.3
First Trust Direct Indexing
3210
First Trust Direct Indexing
Massachusetts
$375M +$4.16M +1% 7.41% 69% 1,129 65.63% 0.2
Nightview Capital
3211
Nightview Capital
Texas
$375M -$46.3M -11% 3.21% 170% 16 43.75% 1.4
Source Financial Advisors
3212
Source Financial Advisors
New York
$375M +$4.74M +1% 0.51% 18.5% 118 16.1% 0.2
Ramius Advisors
3213
Ramius Advisors
New York
$374M +$104M +39% 3.26% 187% 424 89.39% 0
Capital Investment Counsel Inc
3214
Capital Investment Counsel Inc
North Carolina
$374M +$51.5M +16% 6.09% 174% 206 19.9% 4
SCM
3215
Stamina Capital Management
New York
$374M -$29.4M -7% 9.62% 292% 35 42.86% 0.6
Financial Management Professionals
3216
Financial Management Professionals
Texas
$374M +$17.1M +5% 7.23% 67.3% 746 20.38% 2.1
Tarsadia Capital
3217
Tarsadia Capital
New York
$374M -$110M -23% 11.5% – 27 48.15% 0.5
Brickley Wealth Management
3218
Brickley Wealth Management
California
$374M +$10M +3% 2.37% 75.9% 40 5% 2.1
Cartica Management
3219
Cartica Management
District of Columbia
$374M +$10M +3% 2.28% 92.9% 11 18.18% 0.7
Y-Intercept (HK)
3220
Y-Intercept (HK)
Hong Kong
$373M +$136M +57% 6.82% 41.6% 903 79.73% 0.1
Paradigm Asset Management
3221
Paradigm Asset Management
New York
$373M +$14.1M +4% 8.37% 79.2% 421 47.74% 1.2
Zhang Financial
3222
Zhang Financial
Michigan
$373M +$48.2M +15% 5.92% 67.9% 129 15.5% 3.6
Holowesko Partners
3223
Holowesko Partners
Bahamas
$373M +$1.37M +0.4% 12.2% 51.1% 35 37.14% 2.5
Certuity
3224
Certuity
Florida
$373M +$61.8M +20% 5.23% 197% 336 31.25% 0.6
Kohmann Bosshard Financial Services
3225
Kohmann Bosshard Financial Services
Ohio
$372M +$51M +16% 4.44% 47% 106 7.55% 2.9