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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)
SOA Wealth Advisors
3301
SOA Wealth Advisors
New York
$357M -$10M -3% 4.46% 79.1% 958 7.1% 0.2
Carrhae Capital
3302
Carrhae Capital
United Kingdom
$357M +$170M +91% 4.68% 182% 17 76.47% 0.5
Wealth Alliance
3303
Wealth Alliance
New York
$357M +$17.6M +5% 5.8% 75.7% 418 17.94% 0.7
Firsthand Capital Management
3304
Firsthand Capital Management
California
$357M -$10.9M -3% 3.54% 265% 63 17.46% 2.3
Heard Capital LLC
3305
Heard Capital LLC
Illinois
$357M +$55.7M +19% 9.82% 161% 64 59.38% 0.6
Odey Asset Management Group
3306
Odey Asset Management Group
United Kingdom
$357M -$33.3M -9% 16.3% 259% 85 49.41% 1.9
TM
3307
Tikvah Management
North Carolina
$357M -$2.29M -0.6% 8.8% 169% 18 16.67% 4.6
Fort LP
3308
Fort LP
Maryland
$356M +$21.5M +6% 4.44% 56.8% 267 10.49% 2
Shelter Mutual Insurance
3309
Shelter Mutual Insurance
Missouri
$356M +$37.4M +12% 6.12% 51.2% 52 7.69% 4.8
LDFR
3310
Lehman & Derafelo Financial Resources
Pennsylvania
$356M +$21.8M +7% 4.63% 37.5% 238 10.08% 1.6
PWMAG
3311
Pinnacle Wealth Management Advisory Group
New Jersey
$356M +$27.8M +8% 5.9% 90.7% 200 9% 3.1
MG
3312
Meditor Group
Bermuda
$356M -$3.37M -0.9% 11.1% 41.1% 5 20% 5.3
Ipswich Investment Management
3313
Ipswich Investment Management
Massachusetts
$355M +$22.3M +7% 6.66% 104% 185 6.49% 3.4
Tang Capital Management
3314
Tang Capital Management
California
$355M -$300M -46% 19.6% 493% 12 16.67% 1.6
PAX Financial Group
3315
PAX Financial Group
Texas
$355M +$35.5M +11% 4.04% 56% 170 28.82% 0.7
Univest Financial
3316
Univest Financial
Pennsylvania
$355M +$10.2M +3% 6.49% 96.9% 113 15.04% 3.8
Matthew Goff Investment Advisor
3317
Matthew Goff Investment Advisor
Texas
$355M +$18.6M +6% 6.05% 89.6% 90 8.89% 2.2
Aubrey Capital Management
3318
Aubrey Capital Management
United Kingdom
$355M -$46.5M -12% 4.53% 319% 65 47.69% 0.8
TIM
3319
Total Investment Management
Arizona
$355M -$161M -31% 4.78% 44.4% 63 44.44% 2
NG
3320
Northstar Group
New York
$354M +$28.6M +9% 5.57% 68.4% 149 9.4% 3.9
CCPM
3321
Cooper Creek Partners Management
New York
$354M -$43.6M -11% 35.8% 86.4% 123 47.97% 0.6
Northern Right Capital Management
3322
Northern Right Capital Management
Connecticut
$354M +$77.8M +28% 7.61% 187% 117 78.63% 0.3
Martin Investment Management
3323
Martin Investment Management
Florida
$354M +$41.1M +13% 1.46% 44% 50 8% 3.4
SL
3324
SWF LLC
Nebraska
$354M +$34.3M +11% 10.8% 82.9% 3 0% 2.3
Bedell Frazier Investment Counselling
3325
Bedell Frazier Investment Counselling
California
$354M +$27.5M +8% 4.29% 72.5% 95 21.05% 1.7