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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)
GSK plc
3276
GSK plc
$599M -$200M -25% 12.2% – 15 13.33% 0.3
Stanley Capital Management
3277
Stanley Capital Management
Texas
$598M +$185K +0% 3.01% 158% 41 7.32% 4.2
Financial Strategies Group
3278
Financial Strategies Group
Michigan
$598M +$45.3M +8% 1.4% 44.9% 102 8.82% 3.2
Estuary Capital Management
3279
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 7.04% – 33 63.64% 0.4
Orrstown Financial Services
3280
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 1.24% 73.7% 121 5.79% 4.2
Te Ahumairangi Investment Management
3281
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 0.23% 55.5% 86 2.33% 4.3
Encompass More Asset Management
3282
Encompass More Asset Management
California
$597M +$54.1M +10% 0.03% 80.4% 320 45.63% 0.9
Balboa Wealth Partners
3283
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 1.89% 214% 492 19.51% 1.5
Laurel Oak Wealth Management
3284
Laurel Oak Wealth Management
New Jersey
$595M +$1.9M +0.3% 1.42% – 393 16.54% 0.2
Pacific Capital Wealth Advisors
3285
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 2.35% 54.1% 91 17.58% 2.9
Bornite Capital Management
3286
Bornite Capital Management
New York
$595M -$430M -42% 12.5% 208% 34 67.65% 0.4
P.J. Schmidt Investment Management (PJS)
3287
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 3.2% 75.9% 220 15.45% 5.1
Prevail Innovative Wealth Advisors
3288
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 2.89% 31.3% 240 47.5% 0.9
Endurance Services Ltd
3289
Endurance Services Ltd
New York
$594M +$28.8M +5% 2.76% 38.9% 8 25% 1.2
Almanack Investment Partners
3290
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 5.08% 82.2% 187 13.9% 2.8
1WCM
3291
12 West Capital Management
New York
$592M -$247M -29% 0.39% 169% 26 53.85% 2.5
Concord Asset Management (Virginia)
3292
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 0.48% 69% 123 7.32% 2.5
MA Private Wealth
3293
MA Private Wealth
California
$591M -$8.08M -1% 2.06% 57.5% 89 10.11% 3.1
Land & Buildings Investment Management
3294
Land & Buildings Investment Management
Connecticut
$591M -$10.2M -2% 3.43% 53.9% 23 30.43% 1.6
Sunriver Management
3295
Sunriver Management
Connecticut
$591M -$363M -38% 12.2% 9.27% 27 48.15% 1
Maia Wealth
3296
Maia Wealth
Colorado
$591M +$5.38M +0.9% 1.83% – 369 12.74% 1.4
Deer Park Road Corp
3297
Deer Park Road Corp
Colorado
$591M +$566M +2,217% 12.3% 55.9% 8 37.5% 2.3
SeaBridge Investment Advisors
3298
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 0.99% 139% 211 18.01% 3.7
Beck Bode LLC
3299
Beck Bode LLC
Massachusetts
$591M -$10.2M -2% 6.25% 155% 130 50.77% 1.3
Catalyst Funds Management
3300
Catalyst Funds Management
Australia
$591M +$160M +37% 11.2% – 732 75.14% 0.2