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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)
TFO Wealth Partners
3401
TFO Wealth Partners
Ohio
$314M +$54.9M +21% 15.4% 68.9% 184 70.11% 0.6
Bender Robert & Associates
3402
Bender Robert & Associates
California
$314M +$35M +13% 17% 146% 47 2.13% 6
Teewinot Capital Advisers
3403
Teewinot Capital Advisers
New York
$314M +$77.2M +33% 31.6% 149% 36 25% 2.5
Kentucky Farm Bureau Mutual Insurance
3404
Kentucky Farm Bureau Mutual Insurance
Kentucky
$314M +$31.6M +11% 11.4% 96.4% 88 10.23% 3
Great Diamond Partners
3405
Great Diamond Partners
Maine
$314M +$41.2M +15% 14.1% 86.1% 190 23.16% 0.7
CFM Wealth Partners
3406
CFM Wealth Partners
Texas
$314M +$39.4M +14% 13.6% 175% 172 17.44% 0.8
White Lighthouse Investment Management
3407
White Lighthouse Investment Management
Massachusetts
$313M +$24.5M +8% 10.3% 62.1% 119 10.92% 2.3
Sanford Advisory Services
3408
Sanford Advisory Services
Michigan
$313M – – 12.1% – 98 – 0
Martin Investment Management
3409
Martin Investment Management
Florida
$313M +$35.7M +13% 14.2% 50% 48 10.42% 3.5
Leelyn Smith
3410
Leelyn Smith
Illinois
$313M +$29.3M +10% 11.4% 86% 379 14.78% 0.8
PL Capital Advisors
3411
PL Capital Advisors
Florida
$312M +$72M +30% 40.6% 86.4% 41 4.88% 3.2
SC
3412
Saybrook Capital
North Carolina
$312M +$33.8M +12% 12.4% 72.5% 50 6% 5.4
Three Peaks Capital Management
3413
Three Peaks Capital Management
Colorado
$312M +$27.9M +10% 19.1% 84.5% 146 37.67% 1.4
FCA Corp
3414
FCA Corp
Texas
$312M +$20.6M +7% 12.4% 61.5% 221 27.6% 3.5
TRV GP IV
3415
TRV GP IV
Massachusetts
$312M +$21.2M +7% 8.9% 1,102% 5 0% 1
MM
3416
Meridian Management
Arkansas
$312M +$42.7M +16% 13.3% 65.3% 80 6.25% 3.6
Delta Investment Management
3417
Delta Investment Management
California
$311M +$127M +69% 22.8% 69.9% 196 36.73% 0.6
Optas LLC
3418
Optas LLC
Texas
$311M -$16.2M -5% 12.1% 132% 176 27.27% 0.8
PI
3419
Pennant Investors
New Jersey
$311M +$35.6M +13% 30.6% 372% 21 23.81% 1.4
Viking Fund Management
3420
Viking Fund Management
North Dakota
$311M +$41.6M +15% 19% 105% 126 12.7% 2.7
Certuity
3421
Certuity
Florida
$311M +$57.3M +23% 14.9% 197% 280 38.21% 0.5
IFS
3422
Ifrah Financial Services
Arkansas
$311M +$31.9M +11% 11.8% 64.1% 207 21.74% 3.3
Pier 88 Investment Partners
3423
Pier 88 Investment Partners
California
$310M -$19.2M -6% 9.19% 40.3% 134 18.66% 1.1
Leo Brokerage
3424
Leo Brokerage
Texas
$310M +$68.3M +28% 11.9% – 186 39.78% 0.2
AAM
3425
AR Asset Management
California
$310M +$25.6M +9% 13.2% 78.2% 115 3.48% 5.6