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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)
Morgan Dempsey Capital Management
3326
Morgan Dempsey Capital Management
Wisconsin
$261M +$16.3M +7% 5.23% 52.1% 163 14.72% 4.7
SailingStone Capital Partners
3327
SailingStone Capital Partners
Texas
$261M -$8.61M -3% 12.3% 152% 15 20% 2.8
Bourne Lent Asset Management
3328
Bourne Lent Asset Management
New York
$261M +$28.9M +12% 16.2% 95.1% 56 7.14% 4.2
GJCM
3329
Grand Jean Capital Management
California
$261M +$11.8M +5% 15.5% 61.4% 36 8.33% 3.7
CCM
3330
Compton Capital Management
Rhode Island
$260M +$21.7M +9% 11.7% 75.6% 138 10.87% 5
Shikiar Asset Management
3331
Shikiar Asset Management
New York
$260M +$41M +19% 16.9% 117% 91 19.78% 2.6
Tortoise Index Solutions
3332
Tortoise Index Solutions
Kansas
$260M -$26.8M -9% 7.76% 52.2% 106 31.13% 2.6
Armbruster Capital Management
3333
Armbruster Capital Management
New York
$260M +$10.9M +4% 6.83% 66.7% 88 4.55% 2.9
FundX Investment Group
3334
FundX Investment Group
California
$260M +$23.4M +10% 8.69% 94.6% 41 26.83% 0.6
Greenlea Lane Capital Management
3335
Greenlea Lane Capital Management
Connecticut
$260M +$50.7M +24% 21.3% 99.7% 10 10% 1.2
Hamilton Capital
3336
Hamilton Capital
Ohio
$260M -$6.25M -2% 3.82% – 42 11.9% 1.5
Benedict Financial Advisors
3337
Benedict Financial Advisors
Georgia
$260M +$17.2M +7% 6.78% 72.4% 103 3.88% 4.4
Sterling Investment Advisors (Pennsylvania)
3338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260M +$18.4M +8% 12.5% 111% 479 12.32% 2.3
TFO Wealth Partners
3339
TFO Wealth Partners
Ohio
$260M +$5.7M +2% 6.09% 68.9% 202 56.44% 0.4
Board of Trustees of The Leland Stanford Junior University
3340
Board of Trustees of The Leland Stanford Junior University
California
$259M +$143M +123% 11.4% 142% 28 42.86% 1.7
Greenhaven Road Investment Management
3341
Greenhaven Road Investment Management
Connecticut
$259M +$108M +71% 61.7% 70.2% 29 44.83% 0.4
Robotti Robert
3342
Robotti Robert
$259M +$26.9M +12% 26.3% 107% 64 9.38% 3.2
Bank Pictet & Cie (Asia)
3343
Bank Pictet & Cie (Asia)
Singapore
$259M +$27.3M +12% 12.4% 30.4% 88 9.09% 2.4
Sentinel Pension Advisors
3344
Sentinel Pension Advisors
Massachusetts
$259M +$19.4M +8% 6.11% 52.1% 83 16.87% 0.5
TCPWM
3345
Traverso Chambers Private Wealth Management
California
$259M +$20.3M +9% 4.55% 16.4% 106 7.55% 1.4
Pathway Financial Advisors
3346
Pathway Financial Advisors
Vermont
$259M -$73.8M -22% 5.71% 52.7% 107 12.15% 1.9
Iowa State Bank
3347
Iowa State Bank
Iowa
$259M +$28.8M +13% 9.73% 85.7% 120 9.17% 4
Gilman Hill Asset Management
3348
Gilman Hill Asset Management
Connecticut
$259M +$7.8M +3% 6.54% 54.2% 169 9.47% 3.8
NYL Investors
3349
NYL Investors
New York
$258M +$14.5M +6% 0.4% 10.8% 29 6.9% 1.6
Pasadena Private Wealth
3350
Pasadena Private Wealth
California
$258M -$5.95M -2% 3.72% 53% 90 30% 0.9