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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)
INCA Investments
3426
INCA Investments
Florida
$247M -$7.24M -3% 2.28% 120% 11 0% 3.9
PPP
3427
Private Portfolio Partners
New Jersey
$247M +$30.2M +14% 7.69% 16.9% 214 11.68% 1.3
Clean Yield Group
3428
Clean Yield Group
Vermont
$247M +$15.2M +7% 6.36% 80.7% 382 15.71% 2.4
PLFAM
3429
Pineno Levin & Ford Asset Management
Virginia
$247M +$17.6M +8% 7.58% 81.6% 104 9.62% 4.4
CVI Holdings
3430
CVI Holdings
Delaware
$246M -$23.7M -9% 20.5% 25.8% 135 87.41% 0.3
Continental Grain Company
3431
Continental Grain Company
New York
$246M +$23.1M +10% 9.26% 5.73% 9 0% 0.7
White Pine Capital
3432
White Pine Capital
Minnesota
$246M +$9.9M +4% 7.05% 155% 219 5.48% 4.5
Steel Grove Capital Advisors
3433
Steel Grove Capital Advisors
Tennessee
$246M +$22.7M +10% 8.78% 106% 119 11.76% 3
PDS Planning
3434
PDS Planning
Ohio
$246M +$24.9M +11% 9.29% 69.1% 145 11.72% 1.6
Summit Financial Strategies
3435
Summit Financial Strategies
Ohio
$245M +$20.5M +9% 7.75% 59.4% 75 12% 2.7
SF
3436
Symphony Financial
Texas
$245M +$38.4M +19% 7.59% 95.7% 162 33.33% 0.3
Henry James International Management
3437
Henry James International Management
New York
$245M +$5.99M +3% 6.25% 125% 128 7.03% 1.8
O'Brien Wealth Partners
3438
O'Brien Wealth Partners
Massachusetts
$245M +$4.64M +2% 8.11% 56.7% 38 26.32% 2
T
3439
TRUADVICE
Florida
$245M – – 6.32% 21.6% 201 – 0
Farmers & Merchants Trust Company
3440
Farmers & Merchants Trust Company
California
$245M +$23M +10% 7.41% 79.8% 148 10.14% 1.4
Sensible Financial Planning & Management
3441
Sensible Financial Planning & Management
Massachusetts
$244M +$11.5M +5% 3.24% 24.5% 38 7.89% 3.9
TSP Capital Management Group
3442
TSP Capital Management Group
New Jersey
$244M +$10.3M +4% 10.5% 186% 54 0% 1.1
Perennial Advisors
3443
Perennial Advisors
New York
$244M +$9.15M +4% 11.4% – 230 67.83% 3.1
Blue Bell Private Wealth Management
3444
Blue Bell Private Wealth Management
Pennsylvania
$244M +$29.1M +14% 7.06% 68.2% 219 33.33% 3.9
Aspire Private Capital
3445
Aspire Private Capital
North Carolina
$244M +$29.1M +14% 5.68% 55.3% 529 51.98% 0.7
Argyle Capital Management
3446
Argyle Capital Management
Pennsylvania
$244M +$5.75M +2% 6.21% 106% 125 1.6% 5.9
CH
3447
Canton Hathaway
Rhode Island
$244M +$90.8M +59% 16.1% 87.8% 298 56.71% 0.7
Winmill & Co
3448
Winmill & Co
New Hampshire
$244M -$5.28M -2% 4.76% 146% 105 7.62% 0.8
Eos Management LP
3449
Eos Management LP
New York
$244M -$41.8M -15% 1.41% 149% 26 0% 4.4
HBW Advisory Services
3450
HBW Advisory Services
California
$244M +$28.5M +13% 9.18% 68.6% 242 43.8% 0.4