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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)
SevenBridge Financial Group
3451
SevenBridge Financial Group
Pennsylvania
$295M +$47.8M +19% 5.19% 93.2% 174 22.41% 3.9
Beach Point Capital Management
3452
Beach Point Capital Management
California
$295M -$187M -39% 16.7% 84.1% 27 18.52% 1
Kirr Marbach & Co
3453
Kirr Marbach & Co
Indiana
$295M -$23.8M -7% 4.39% 121% 48 4.17% 4.2
Schoolcraft Capital
3454
Schoolcraft Capital
Colorado
$295M -$17.3M -6% 6.7% 58.7% 56 10.71% 2.7
IA Venture Strategies Fund II
3455
IA Venture Strategies Fund II
New York
$295M -$48.6M -14% 13.9% 375% 2 0% 0.8
PTB
3456
Pioneer Trust Bank
Oregon
$295M -$14.2M -5% 3.41% 75.7% 67 2.99% 7.2
Greystone Financial Group
3457
Greystone Financial Group
Michigan
$295M -$26M -8% 5.33% 79.3% 87 44.83% 0.7
Kentucky Farm Bureau Mutual Insurance
3458
Kentucky Farm Bureau Mutual Insurance
Kentucky
$295M -$11.5M -4% 5.03% 96.4% 79 6.33% 4.4
Gould Asset Management
3459
Gould Asset Management
California
$295M -$16.3M -5% 6% 48.3% 148 15.54% 4.9
All-Stars Investment
3460
All-Stars Investment
Hong Kong
$294M -$121M -29% 27.1% 30.1% 4 25% 0.8
Permit Capital
3461
Permit Capital
Pennsylvania
$294M -$34.6M -11% 10.6% 121% 28 3.57% 4.5
Cypress Wealth Services
3462
Cypress Wealth Services
California
$294M -$19.5M -6% 5.11% 82.7% 245 15.92% 1.3
Kelman-Lazarov Inc
3463
Kelman-Lazarov Inc
Tennessee
$294M -$2.08M -0.7% 5.93% 51.6% 84 3.57% 4.3
WestBridge Capital Management
3464
WestBridge Capital Management
Mauritius
$294M +$154M +110% 7.11% 21.9% 3 0% 1.3
Thrive Capital Management (New York)
3465
Thrive Capital Management (New York)
New York
$294M -$48.6M -14% 14.3% 205% 9 11.11% 0.8
Boston Research & Management
3466
Boston Research & Management
Massachusetts
$294M -$15.2M -5% 5.81% 53.2% 106 3.77% 7.2
SFS
3467
Security Financial Services
Indiana
$293M -$20.3M -6% 6.21% 67.7% 138 13.77% 0.6
ThornTree Capital Partners
3468
ThornTree Capital Partners
Massachusetts
$293M +$37.9M +15% 3.68% 217% 19 31.58% 1.2
WestHill Financial Advisors
3469
WestHill Financial Advisors
California
$293M -$9.8M -3% 5.59% 62.9% 119 11.76% 1.4
Great Diamond Partners
3470
Great Diamond Partners
Maine
$293M -$8.19M -3% 3.35% 86.1% 211 11.85% 1.9
GF
3471
Greenfield FTC
Nevada
$293M -$17.3M -6% 5.64% 75.4% 4 0% 1.4
Abingworth
3472
Abingworth
United Kingdom
$292M -$19.9M -6% 35% 187% 22 18.18% 3
Barry Investment Advisors
3473
Barry Investment Advisors
Massachusetts
$292M -$41.5M -12% 8.16% 66.7% 121 12.4% 2.9
Patten Group
3474
Patten Group
Tennessee
$291M -$21M -7% 5.75% 99% 249 8.43% 4.9
IFS
3475
Ifrah Financial Services
Arkansas
$291M -$16.8M -5% 3.45% 64.1% 204 13.24% 4