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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)
NIC
3351
Northwest Investment Counselors
Oregon
$323M +$32M +11% 14.2% 32.4% 479 72.03% 5.4
Capital Investment Counsel Inc
3352
Capital Investment Counsel Inc
North Carolina
$323M -$18M -5% 14.1% 174% 195 14.36% 4.3
TFS
3353
Thoroughbred Financial Services
Tennessee
$323M +$56.6M +21% 12.5% 179% 252 16.67% 1.3
Contravisory Investment Management
3354
Contravisory Investment Management
Massachusetts
$322M +$28.8M +10% 13.4% 135% 285 26.67% 1.5
RTS
3355
Round Table Services
New Jersey
$322M +$94.9M +42% 19.6% 16.1% 99 23.23% 2.8
Matisse Capital
3356
Matisse Capital
Oregon
$322M +$72.4M +29% 18.1% 73.3% 170 21.76% 1.6
LAM
3357
LifePro Asset Management
California
$322M +$127M +65% 20.2% 49% 90 71.11% 0.1
Central Asset Investments & Management Holdings
3358
Central Asset Investments & Management Holdings
Hong Kong
$322M +$104M +47% 50.3% 3,078% 70 54.29% 0.4
Shah Capital Management
3359
Shah Capital Management
North Carolina
$322M +$131M +69% 207% 287% 8 12.5% 4.1
SkyOak Wealth
3360
SkyOak Wealth
Michigan
$322M +$43.4M +16% 16.3% 80.7% 234 20.51% 0.7
Kohmann Bosshard Financial Services
3361
Kohmann Bosshard Financial Services
Ohio
$321M +$45M +16% 11.5% 47% 107 12.15% 2.7
Sand Grove Capital Management
3362
Sand Grove Capital Management
United Kingdom
$321M +$132M +70% 38.3% 410% 15 93.33% 0.1
Centric Wealth Management
3363
Centric Wealth Management
Illinois
$321M +$188M +141% 19.2% 55.3% 241 64.32% 0.6
Waller Financial Planning Group
3364
Waller Financial Planning Group
Ohio
$321M +$47.9M +18% 14.2% 47.5% 46 2.17% 1.8
Oliver Luxxe Assets
3365
Oliver Luxxe Assets
New Jersey
$320M +$52M +19% 18.6% 137% 170 23.53% 1.5
Independent Solutions Wealth Management
3366
Independent Solutions Wealth Management
New York
$320M +$58.2M +22% 15.4% 125% 185 17.84% 0.7
WoodTrust Financial
3367
WoodTrust Financial
Wisconsin
$320M +$43.8M +16% 14.6% 80.3% 117 20.51% 1.7
PT
3368
Plimoth Trust
Massachusetts
$320M +$22M +7% 11% 110% 161 3.11% 2.7
Liquid Strategies
3369
Liquid Strategies
Georgia
$320M +$49.8M +18% 5.22% 52.4% 8 0% 0.8
PAX Financial Group
3370
PAX Financial Group
Texas
$320M +$35M +12% 10.6% 61.5% 151 33.77% 0.7
Bank Pictet & Cie (Asia)
3371
Bank Pictet & Cie (Asia)
Singapore
$320M +$60.6M +23% 11% 30.4% 93 16.13% 2.5
SL
3372
SWF LLC
Nebraska
$320M +$33.5M +12% 10.7% 82.9% 3 33.33% 2
Kirr Marbach & Co
3373
Kirr Marbach & Co
Indiana
$319M +$50.2M +19% 24.7% 121% 58 15.52% 3.6
Tetrad Corporation
3374
Tetrad Corporation
Nebraska
$319M +$30.5M +11% 14.3% 45.6% 4 25% 7.5
Shelter Mutual Insurance
3375
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 11.6% 53.4% 51 11.76% 5