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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)
Matisse Capital
3401
Matisse Capital
Oregon
$250M -$51.1M -17% 2.77% 73.3% 172 24.42% 1.6
Rowlandmiller & Partners
3402
Rowlandmiller & Partners
Georgia
$250M -$45.5M -15% 6.08% 84% 153 9.15% 4
D.B. Root & Company
3403
D.B. Root & Company
Pennsylvania
$249M +$18.8M +8% 7.48% 63% 210 10% 1.8
Physician Wealth Advisors
3404
Physician Wealth Advisors
Utah
$249M +$1.02M +0.4% 7.07% 79.9% 134 7.46% 0.8
Squadra Investments
3405
Squadra Investments
Brazil
$249M +$140M +128% 3.75% 1.55% 4 75% 0.3
Hudson Edge Investment Partners
3406
Hudson Edge Investment Partners
New Jersey
$249M -$61.1M -20% 3.54% 67.9% 146 16.44% 3.1
Canal Insurance Company
3407
Canal Insurance Company
South Carolina
$249M -$4.72M -2% 1.71% 114% 77 19.48% 3.7
Apella Capital
3408
Apella Capital
Connecticut
$249M +$34.3M +16% 5.43% 48.6% 123 10.57% 0.4
Fort Baker Capital Management
3409
Fort Baker Capital Management
California
$249M +$123M +98% 3.23% 46.3% 55 74.55% 0.1
Princeton Capital Management
3410
Princeton Capital Management
New Jersey
$249M +$23.3M +10% 11.5% 206% 96 2.08% 3.2
Private Advisory Group
3411
Private Advisory Group
Washington
$248M +$4.1M +2% 12% 187% 126 33.33% 1
New Leaf Venture Partners
3412
New Leaf Venture Partners
New York
$248M -$100M -29% 14.7% 3.91% 20 10% 2.1
GWSG
3413
GPS Wealth Strategies Group
Colorado
$248M – – 12.5% 118% 149 – 0
Muzinich & Co
3414
Muzinich & Co
New York
$248M -$84.8M -25% 1.9% 13.5% 57 40.35% 3.4
Princeton Global Asset Management
3415
Princeton Global Asset Management
New Jersey
$248M -$72.7M -23% 8.31% 110% 559 20.93% 1.1
Cape Ann Asset Management
3416
Cape Ann Asset Management
United Kingdom
$248M +$3.85M +2% 1.02% 199% 11 0% 0.5
Franklin, Parlapiano, Turner & Welch
3417
Franklin, Parlapiano, Turner & Welch
Texas
$248M +$5.78M +2% 4.43% 49.3% 46 6.52% 5.2
Hoey Investments
3418
Hoey Investments
Pennsylvania
$248M +$43.9M +22% 19.5% 247% 166 25.3% 0.5
Tolleson Wealth Management
3419
Tolleson Wealth Management
Texas
$248M +$19M +8% 7.27% 56.2% 69 11.59% 1.2
Stone House Investment Management
3420
Stone House Investment Management
Pennsylvania
$247M +$48.2M +24% 6.77% 57.9% 39 17.95% 1
D'Orazio & Associates
3421
D'Orazio & Associates
Virginia
$247M +$17.4M +8% 8.94% 66.7% 367 16.62% 3.6
Blue Fin Capital
3422
Blue Fin Capital
Rhode Island
$247M +$21.3M +9% 11.4% 147% 120 7.5% 4.8
LCP
3423
Legacy Capital Partners
Wisconsin
$247M +$14.2M +6% 9.34% 85.6% 155 18.71% 4.3
Punch Card Management
3424
Punch Card Management
Florida
$247M +$20.3M +9% 12.9% 41% 3 0% 2.6
Cedar Mountain Advisors
3425
Cedar Mountain Advisors
Oregon
$247M +$16.2M +7% 7.42% 57.7% 274 9.49% 0.7