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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)
Cornerstone Advisors Asset Management
3276
Cornerstone Advisors Asset Management
Pennsylvania
$488M +$25.4M +5% 0.87% 44.5% 125 16% 2
UAG
3277
United Advisor Group
Ohio
$488M -$17.9M -4% 2.2% 88% 395 20.51% 0.8
Rice Partnership
3278
Rice Partnership
Hawaii
$487M -$37.9M -7% 1.25% 135% 180 22.22% 3.4
RM
3279
Rudius Management
New York
$487M +$56.8M +13% 1.34% 8.92% 5 20% 2.4
Clifford Capital Partners
3280
Clifford Capital Partners
Utah
$486M +$3.77M +0.8% 0.8% 77.3% 53 26.42% 2.6
Speece Thorson Capital Group
3281
Speece Thorson Capital Group
Minnesota
$486M -$21.3M -4% 0.92% 34.2% 43 6.98% 7.8
HPM
3282
H. Partners Management
New York
$486M -$159M -25% 20.2% 13.5% 2 0% 2.6
Corrigan Financial
3283
Corrigan Financial
Rhode Island
$485M +$49.2M +11% 0.19% 9.54% 46 8.7% 5.4
Titan Global Capital Management USA
3284
Titan Global Capital Management USA
New York
$485M -$174M -26% 4.55% 191% 69 26.09% 2.1
Strategy Asset Managers
3285
Strategy Asset Managers
California
$485M -$30.5M -6% 0.73% 115% 272 21.32% 3.2
Gould Asset Management
3286
Gould Asset Management
California
$485M +$10M +2% 0.05% 48.3% 169 7.69% 5.9
Portfolio Design Labs
3287
Portfolio Design Labs
California
$485M -$2.78M -0.6% 0.87% 115% 244 42.21% 0.6
Rempart Asset Management
3288
Rempart Asset Management
Canada
$485M -$18M -4% 0.3% 70.5% 35 2.86% 3.7
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3289
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$485M -$342M -41% 0.14% 1,119% 63 31.75% 1.1
Hartford Financial Management
3290
Hartford Financial Management
Connecticut
$484M -$3.84M -0.8% 0.09% 87.9% 380 6.32% 6.5
Matthews International Capital Management
3291
Matthews International Capital Management
California
$484M -$4.82M -1% 12.6% 186% 43 16.28% 3.2
Fort Baker Capital Management
3292
Fort Baker Capital Management
California
$484M -$137M -22% 0.93% 46.3% 79 55.7% 0.3
United Capital Management of KS
3293
United Capital Management of KS
Kansas
$484M -$65.5M -12% 3.53% 295% 106 30.19% 2.7
Studio Investment Management
3294
Studio Investment Management
Illinois
$484M +$13.5M +3% 0.97% 51.3% 362 20.44% 1.9
Ellis Investment Partners
3295
Ellis Investment Partners
Pennsylvania
$484M -$24.2M -5% 2.47% 70.8% 250 12.4% 4.3
Mitchell McLeod Pugh & Williams
3296
Mitchell McLeod Pugh & Williams
Alabama
$483M +$6.98M +1% 1.3% 90.7% 277 10.83% 6
Standard General
3297
Standard General
New York
$483M +$280M +138% 28.4% 259% 3 0% 6.6
Wealth Alliance Advisory Group
3298
Wealth Alliance Advisory Group
Kansas
$482M +$9.25M +2% 0.25% 72.7% 206 13.59% 3.8
Brickley Wealth Management
3299
Brickley Wealth Management
California
$482M -$10.4M -2% 1.95% 75.9% 45 0% 4.3
Warwick Investment Management
3300
Warwick Investment Management
Texas
$481M -$3.97M -0.8% 2.6% 69.9% 115 20% 1.3