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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)
Mission Creek Capital Partners
3326
Mission Creek Capital Partners
California
$326M +$72.5M +29% 10.8% 148% 221 15.38% 0.8
Bedell Frazier Investment Counselling
3327
Bedell Frazier Investment Counselling
California
$326M +$46.6M +17% 14.4% 72.5% 83 16.87% 1.8
Algebris (UK)
3328
Algebris (UK)
United Kingdom
$326M +$140M +75% 30.1% 17% 40 62.5% 0.5
Stockman Wealth Management
3329
Stockman Wealth Management
Montana
$326M +$51.8M +19% 14% 77.5% 201 19.4% 2.8
RP Management
3330
RP Management
New York
$326M -$341M -51% 16.1% 208% 6 16.67% 1.6
NG
3331
Northstar Group
New York
$326M +$35.7M +12% 11.8% 68.4% 139 10.79% 4
Epstein & White Financial
3332
Epstein & White Financial
California
$326M +$45.6M +16% 10.9% 51% 89 20.22% 1.6
Columbus Macro
3333
Columbus Macro
Pennsylvania
$326M -$1.47M -0.4% 10.4% 48.7% 162 16.67% 1.7
Vectors Research Management
3334
Vectors Research Management
New York
$325M +$52.5M +19% 9.61% 71.4% 496 19.96% 1.5
Riggs Asset Management
3335
Riggs Asset Management
Pennsylvania
$325M +$88.1M +37% 14.8% 219% 306 52.61% 2
Diana Davis Spencer Foundation
3336
Diana Davis Spencer Foundation
Maryland
$325M +$984K +0.3% 0.33% 19.8% 3 0% 6
BSW Wealth Partners
3337
BSW Wealth Partners
Colorado
$325M +$58.9M +22% 15.5% 75.4% 191 23.04% 2.3
TBH Global Asset Management
3338
TBH Global Asset Management
Tennessee
$325M +$36.5M +13% 12.5% 83.3% 190 19.47% 0.7
NewEdge Wealth
3339
NewEdge Wealth
Pennsylvania
$325M – – 11.5% 98.9% 142 – 0
AIS
3340
AM Investment Strategies
Tennessee
$325M +$40.2M +14% 21.4% 135% 95 16.84% 0.2
Zhang Financial
3341
Zhang Financial
Michigan
$325M +$47.1M +17% 14.8% 75.8% 111 13.51% 3.9
Nicolet Bankshares
3342
Nicolet Bankshares
Wisconsin
$324M +$36.1M +13% 13.4% 75.5% 191 7.85% 3.3
Baker Tilly Wealth Management
3343
Baker Tilly Wealth Management
Wisconsin
$324M – – 12.7% 96.9% 337 – 0
Stillwater Investment Management (Minnesota)
3344
Stillwater Investment Management (Minnesota)
Minnesota
$324M +$47.6M +17% 14.2% 72.3% 82 21.95% 4.4
Abacus Planning Group
3345
Abacus Planning Group
South Carolina
$324M +$49.8M +18% 26.1% 67.8% 198 17.17% 1.7
Plante Moran Financial Advisors
3346
Plante Moran Financial Advisors
Michigan
$324M +$39.2M +14% 12.9% 69.2% 1,049 30.7% 3
EGA
3347
E&G Advisors
Texas
$324M +$33.3M +11% 10.7% 97.7% 196 10.2% 3.2
Enstar Group
3348
Enstar Group
Bermuda
$324M +$114M +55% 19.2% 16.4% 13 15.38% 0.8
Chandler Asset Management
3349
Chandler Asset Management
California
$324M +$44.8M +16% 14.3% 35.6% 20 10% 2.5
FCT
3350
Family Capital Trust
Massachusetts
$323M +$16.7M +5% 7.85% 39.1% 55 5.45% 5.3