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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)
Kavar Capital Partners Group
3226
Kavar Capital Partners Group
Kansas
$371M +$23.4M +7% 5.74% 86.8% 162 18.52% 3.6
University of Notre Dame du Lac
3227
University of Notre Dame du Lac
Indiana
$371M +$138K +0% 2.75% – 34 41.18% 1.3
Nishkama Capital LLC
3228
Nishkama Capital LLC
Puerto Rico
$371M -$161M -30% 26.6% 723% 51 56.86% 0.4
NM
3229
Newtyn Management
New York
$370M -$63.7M -15% 14.7% 52% 121 71.07% 0.5
LA
3230
Lynch & Associates
Indiana
$370M +$3.2M +0.9% 8.08% 73.5% 115 14.78% 5.5
BTG Pactual Global Asset Management
3231
BTG Pactual Global Asset Management
Bermuda
$370M -$347M -48% 2.6% 88.9% 117 64.96% 0.5
Huber Capital Management
3232
Huber Capital Management
California
$370M +$65.4M +21% 20.8% 70.4% 98 15.31% 4.5
Trivium Point Advisory
3233
Trivium Point Advisory
Connecticut
$370M +$23.5M +7% 6.34% 106% 211 20.85% 1.3
Websterrogers Financial Advisors
3234
Websterrogers Financial Advisors
South Carolina
$370M +$26.9M +8% 6.54% 46% 56 12.5% 0.2
American Investment Services
3235
American Investment Services
Massachusetts
$369M +$40.2M +12% 5.48% 63.1% 146 23.29% 4
Wealthspring Capital
3236
Wealthspring Capital
New York
$369M +$168M +83% 2.25% 22.6% 373 71.31% 0.1
Endicott Management
3237
Endicott Management
New York
$368M +$265M +256% 29.6% 229% 8 12.5% 0.7
Wooster Corthell Wealth Management
3238
Wooster Corthell Wealth Management
Connecticut
$368M +$17.1M +5% 2.96% 39.1% 46 10.87% 3.6
Capital Advantage
3239
Capital Advantage
California
$367M +$31.4M +9% 6.29% 49.2% 114 13.16% 3.1
Shulman DeMeo Asset Management
3240
Shulman DeMeo Asset Management
New York
$367M +$16.3M +5% 6.47% 79.3% 149 18.12% 1.5
MTC
3241
Matrix Trust Company
Colorado
$366M +$10.6M +3% 5.95% 51.4% 22 9.09% 1.6
Hexagon Capital Partners
3242
Hexagon Capital Partners
Arkansas
$366M +$27.4M +8% 7.94% 104% 824 9.71% 0.5
SG
3243
Swarthmore Group
Pennsylvania
$366M +$340M +1,298% 7.11% 44.2% 42 26.19% 1.9
FPFS
3244
First Personal Financial Services
North Carolina
$366M +$15M +4% 6.04% 31.5% 329 10.33% 4.4
Plante Moran Financial Advisors
3245
Plante Moran Financial Advisors
Michigan
$366M +$41.9M +13% 4.21% 69.2% 1,171 35.7% 2.8
Prestige Wealth Management Group
3246
Prestige Wealth Management Group
New Jersey
$366M +$817K +0.2% 2.57% 55.8% 1,071 8.03% 1.3
Legacy Financial Advisors
3247
Legacy Financial Advisors
Kentucky
$365M +$11.2M +3% 5.21% 97.8% 169 22.49% 0.9
YRHAM
3248
Yong Rong (HK) Asset Management
Hong Kong
$365M -$6.61M -2% 8.43% 2,310% 26 80.77% 0.2
Cable Hill Partners
3249
Cable Hill Partners
Oregon
$365M -$2.17M -0.6% 3.94% 20.3% 115 9.57% 3.4
Keywise Capital Management (HK)
3250
Keywise Capital Management (HK)
Hong Kong
$365M +$37.6M +11% 4.5% 684% 30 70% 0.3