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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)
Adams Natural Resources Fund
3301
Adams Natural Resources Fund
Maryland
$330M +$56.1M +20% 24.8% 50.6% 59 6.78% 4
PWS
3302
Private Wealth Strategies
Ohio
$330M +$45M +16% 9.24% 18.8% 80 11.25% 0.8
SCM
3303
Stonehill Capital Management
New York
$330M +$145M +78% 13% 117% 20 30% 1.1
Kingfisher Capital
3304
Kingfisher Capital
North Carolina
$330M +$51.7M +19% 10.5% 58.5% 174 16.67% 2.6
First Reserve GP XI
3305
First Reserve GP XI
Connecticut
$330M +$113M +52% 52.3% 26.4% 1 0% 7
Jeneq Management
3306
Jeneq Management
New York
$330M -$72.1M -18% 25.9% 21.7% 30 73.33% 0.4
OIA
3307
Optimum Investment Advisors
Illinois
$330M +$31.6M +11% 13.5% 125% 987 19.35% 3
Beaconlight Capital
3308
Beaconlight Capital
New York
$329M +$50M +18% 44.3% 264% 51 47.06% 0.5
Ellis Investment Partners
3309
Ellis Investment Partners
Pennsylvania
$329M +$44.6M +16% 14.9% 70.8% 811 15.78% 1.3
Aegon USA Investment Management
3310
Aegon USA Investment Management
Iowa
$329M +$25.3M +8% 1,064% 44.9% 45 13.33% 1.4
American Investment Services
3311
American Investment Services
Massachusetts
$329M +$31.2M +10% 12.1% 69.7% 143 8.39% 3.9
NBW Capital
3312
NBW Capital
Massachusetts
$329M +$29.4M +10% 19.1% 86% 78 8.97% 3.9
HBW Advisory Services
3313
HBW Advisory Services
California
$329M +$85.2M +35% 12.5% 68.6% 242 28.51% 0.5
PTB
3314
Pioneer Trust Bank
Oregon
$329M +$48.3M +17% 13.7% 75.7% 73 10.96% 5.4
WFI
3315
West Family Investments
California
$328M +$62M +23% 24.3% 131% 130 38.46% 2.7
Gould Asset Management
3316
Gould Asset Management
California
$328M +$32.2M +11% 8.53% 48.3% 146 8.9% 4.1
AGC
3317
Alden Global Capital
Florida
$328M +$52.9M +19% 30% 99.8% 35 45.71% 0.3
PWMAG
3318
Pinnacle Wealth Management Advisory Group
New Jersey
$328M +$40.8M +14% 12.8% 90.7% 194 9.79% 3
T
3319
TRUADVICE
Florida
$328M +$83.4M +34% 10.8% 21.6% 278 31.29% 0.2
Oakwood Capital Management
3320
Oakwood Capital Management
California
$328M +$57.3M +21% 11.3% 72.7% 69 18.84% 2.4
Wilsey Asset Management
3321
Wilsey Asset Management
California
$328M +$98.3M +43% 29% 66.9% 31 41.94% 2
Keywise Capital Management (HK)
3322
Keywise Capital Management (HK)
Hong Kong
$327M -$77.4M -19% 23.3% 684% 32 62.5% 0.5
Principal Street Partners
3323
Principal Street Partners
Tennessee
$327M +$41.9M +15% 14.4% 91% 173 16.18% 0.9
DCM
3324
Divisar Capital Management
California
$326M +$23.9M +8% 40.6% 173% 29 17.24% 2.2
Twin Focus Capital Partners
3325
Twin Focus Capital Partners
Massachusetts
$326M +$52M +19% 13.5% 112% 175 24% 2.6