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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)
High Falls Advisors
3351
High Falls Advisors
New York
$348M +$3.71M +1% 3.66% 56.9% 122 22.13% 1.4
Ironwood Investment Counsel
3352
Ironwood Investment Counsel
Arizona
$348M -$92M -21% 7.04% 78.2% 224 16.52% 3.7
Stillwater Investment Management (Minnesota)
3353
Stillwater Investment Management (Minnesota)
Minnesota
$348M +$24.3M +8% 7.63% 72.3% 81 3.7% 4.7
Waller Financial Planning Group
3354
Waller Financial Planning Group
Ohio
$348M +$27.4M +9% 5.94% 47.5% 49 10.2% 1.8
ECM
3355
EagleClaw Capital Management
Massachusetts
$348M +$33.5M +11% 13.9% 109% 130 3.85% 4.6
JW Asset Management
3356
JW Asset Management
Florida
$348M +$103M +42% 40.5% 251% 11 27.27% 2.1
Brian C. Broderick
3357
Brian C. Broderick
$347M +$10.6M +3% 3.51% 98.6% 81 7.41% 5.3
Matisse Capital
3358
Matisse Capital
Oregon
$347M +$24.8M +8% 9.02% 73.3% 178 19.66% 1.7
FinTrust Capital Advisors
3359
FinTrust Capital Advisors
South Carolina
$347M +$31.8M +10% 7.04% 23.6% 1,211 16.6% 1.6
The Family Firm
3360
The Family Firm
Maryland
$346M +$11M +3% 5.26% 40.2% 173 5.2% 3.5
TCM
3361
Tao Capital Management
California
$346M -$60.4M -15% 14.1% 314% 8 25% 0.7
Benedict Financial Advisors
3362
Benedict Financial Advisors
Georgia
$346M +$68.5M +25% 5.38% 72.4% 130 18.46% 3.7
BSW Wealth Partners
3363
BSW Wealth Partners
Colorado
$346M +$20.8M +6% 6.11% 75.4% 231 28.14% 2.1
Mosaic Family Wealth
3364
Mosaic Family Wealth
Missouri
$346M +$46.8M +16% 5.07% 85.2% 170 14.71% 3.5
Hamilton Point Investment Advisors
3365
Hamilton Point Investment Advisors
North Carolina
$346M +$28.7M +9% 8.54% 86.8% 75 2.67% 4.3
Westwind Capital
3366
Westwind Capital
New Mexico
$346M +$2.47M +0.7% 3.56% 87.6% 42 16.67% 2.1
Kirr Marbach & Co
3367
Kirr Marbach & Co
Indiana
$346M +$26.4M +8% 12.1% 121% 63 26.98% 3.1
WCMN
3368
Westchester Capital Management (Nebraska)
Nebraska
$345M +$28.5M +9% 8.61% 121% 60 21.67% 4.1
22CM
3369
20/20 Capital Management
California
$345M +$3.23M +0.9% 3.87% – 165 9.09% 1
Continental Grain Company
3370
Continental Grain Company
New York
$345M +$1.35M +0.4% 17.9% 5.73% 11 27.27% 1.2
SA
3371
Strategic Advisors
New York
$345M -$1.32M -0.4% 5.01% 106% 179 22.91% 3.2
PDS Planning
3372
PDS Planning
Ohio
$344M +$53.2M +18% 5.4% 69.1% 181 14.36% 1.6
B&I Capital
3373
B&I Capital
Switzerland
$344M +$7.68M +2% 2.78% 30.5% 30 10% 0.2
MAA
3374
Mraz Amerine & Associates
California
$344M +$43M +14% 14.6% 63.2% 174 9.77% 4
SFE Investment Counsel
3375
SFE Investment Counsel
California
$344M +$28.9M +9% 8.27% 114% 119 8.4% 3.9