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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)
HawsGoodwin Investment Management
3376
HawsGoodwin Investment Management
Tennessee
$319M +$37.4M +13% 9.1% – 112 20.54% 0.7
Parkside Financial Bank & Trust
3377
Parkside Financial Bank & Trust
Missouri
$319M +$31.7M +11% 15.3% 85.4% 1,711 9.18% 3.1
Occudo Quantitative Strategies
3378
Occudo Quantitative Strategies
Florida
$319M – – 31.9% 94.6% 629 – 0
Synergy Asset Management
3379
Synergy Asset Management
Washington
$318M – – 15.5% 113% 73 – 0
CNA Financial
3380
CNA Financial
Illinois
$318M +$45.8M +17% 23.2% 48.6% 212 24.06% 0.7
AW
3381
Avion Wealth
Texas
$318M +$20.6M +7% 7.46% 48.8% 384 26.82% 0.6
Stratos Investment Management
3382
Stratos Investment Management
Ohio
$318M +$42.5M +15% 10.5% 64.6% 113 2.65% 1.2
Monarch Capital Management
3383
Monarch Capital Management
Indiana
$318M +$30M +10% 12.4% 77% 104 4.81% 5.4
CFSG
3384
Community Financial Services Group
Vermont
$318M +$46.9M +17% 14.8% – 90 4.44% 3.5
Hamilton Point Investment Advisors
3385
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 13.1% 86.8% 73 4.11% 4.2
IAA
3386
Ironsides Asset Advisors
North Carolina
$317M +$1.32M +0.4% 7.31% 49.3% 89 24.72% 1.8
New Vernon Capital Holdings II
3387
New Vernon Capital Holdings II
New Jersey
$317M +$44.6M +16% 18.7% 114% 58 58.62% 0.8
WCMN
3388
Westchester Capital Management (Nebraska)
Nebraska
$317M +$35M +12% 13.8% 121% 56 23.21% 3.8
Sargent Investment Group
3389
Sargent Investment Group
Maryland
$317M +$41.8M +15% 24.2% 135% 199 22.11% 1.3
Riverpoint Wealth Management Holdings
3390
Riverpoint Wealth Management Holdings
Illinois
$317M +$41.3M +15% 14.6% 59.2% 82 8.54% 2.3
Cornerstone Management
3391
Cornerstone Management
Georgia
$316M +$12.3M +4% 8.55% 43.6% 49 12.24% 3
Rowland Carmichael Advisors
3392
Rowland Carmichael Advisors
Arizona
$316M +$60.9M +24% 12.7% 39% 395 16.2% 2.3
Requisite Capital Management
3393
Requisite Capital Management
Texas
$316M +$30.6M +11% 21% 42.6% 83 42.17% 1
Ovata Capital Management
3394
Ovata Capital Management
Hong Kong
$316M +$35.2M +13% 7.31% 69.1% 87 64.37% 0.3
SRAM
3395
Spouting Rock Asset Management
Pennsylvania
$316M +$107M +51% 24% 74.7% 209 53.11% 0.4
Bishop Rock Capital
3396
Bishop Rock Capital
New York
$316M +$18.4M +6% 8.67% 35.4% 29 24.14% 2.6
FinTrust Capital Advisors
3397
FinTrust Capital Advisors
South Carolina
$315M -$197M -39% 15.1% 23.6% 1,204 15.61% 1.5
Security National Bank
3398
Security National Bank
Nebraska
$315M +$27.8M +10% 14% 125% 75 8% 2.5
SFE Investment Counsel
3399
SFE Investment Counsel
California
$315M +$63.9M +25% 22.7% 114% 116 11.21% 3.9
ECM
3400
EagleClaw Capital Management
Massachusetts
$314M +$29M +10% 15.2% 109% 134 11.19% 4.4