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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)
ESL Trust Services
3451
ESL Trust Services
New York
$442M +$30.9M +8% 7.32% 58.1% 266 15.41% 0.7
Towneley Capital Management
3452
Towneley Capital Management
California
$442M +$15.2M +4% 5.41% 50.2% 39 0% 0.7
Riversedge Advisors
3453
Riversedge Advisors
Delaware
$441M +$30.8M +8% 6.17% 71.3% 103 13.59% 2.1
FNBOMD
3454
First National Bank of Mount Dora
Florida
$441M +$26M +6% 7.9% 96.2% 141 7.09% 5.4
Leonard Rickey Investment Advisors
3455
Leonard Rickey Investment Advisors
Washington
$441M +$23.3M +6% 5.23% 60.4% 116 11.21% 2.9
Steginsky Capital
3456
Steginsky Capital
New York
$441M +$5.3M +1% 1.39% 99.4% 7 0% 7.6
Advantage Alpha Capital Partners
3457
Advantage Alpha Capital Partners
California
$439M -$18.9M -4% 12% 79.2% 197 37.56% 1.3
Grace & Mercy Foundation
3458
Grace & Mercy Foundation
New York
$439M -$2.74M -0.6% 1.27% 67.6% 19 0% 1.5
Shorepoint Capital Partners
3459
Shorepoint Capital Partners
Massachusetts
$439M +$13.1M +3% 5.33% – 103 4.85% 2.9
Dynamo Internacional Gestao de Recursos
3460
Dynamo Internacional Gestao de Recursos
Brazil
$439M -$136M -24% 9.48% 34.1% 11 27.27% 2.3
Versant Capital Management
3461
Versant Capital Management
Arizona
$439M +$43.3M +11% 7.21% 97.3% 2,103 11.75% 4.8
Cranbrook Wealth Management
3462
Cranbrook Wealth Management
Michigan
$438M +$31.9M +8% 6.52% 54.3% 382 19.9% 5
Bluescape Energy Partners
3463
Bluescape Energy Partners
Texas
$438M +$19M +5% 9.43% 57.9% 5 0% 3.2
Retirement Income Solutions
3464
Retirement Income Solutions
Michigan
$438M +$23.8M +6% 5.58% 67.6% 149 7.38% 3.4
Cisco Systems
3465
Cisco Systems
California
$437M -$37.3M -8% 5.54% 210% 4 25% 2.2
Park Presidio Capital
3466
Park Presidio Capital
California
$437M +$28.1M +7% 9.5% 94.1% 11 9.09% 4.7
Kingfisher Capital
3467
Kingfisher Capital
North Carolina
$437M +$9.16M +2% 9.14% 58.5% 176 6.25% 4.4
Unique Wealth
3468
Unique Wealth
Florida
$437M +$55M +14% 5.28% 68.5% 124 27.42% 1
High Falls Advisors
3469
High Falls Advisors
New York
$437M +$25.2M +6% 5.24% 56.9% 129 11.63% 3.2
Glynn Capital Management
3470
Glynn Capital Management
California
$437M -$58.7M -12% 6.41% 252% 48 20.83% 5.7
LMG Wealth Partners
3471
LMG Wealth Partners
Louisiana
$437M +$35.6M +9% 8.01% 96.1% 128 8.59% 1.4
Ignite Planners
3472
Ignite Planners
California
$437M +$26.6M +7% 5.47% 83.8% 318 12.58% 1.5
NAMP
3473
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M +$23M +6% 6.57% 90.2% 144 2.78% 6.7
Corrigan Financial
3474
Corrigan Financial
Rhode Island
$436M +$44.2M +11% 5.29% 9.54% 42 2.38% 5.2
MYCIO Wealth Partners
3475
MYCIO Wealth Partners
Pennsylvania
$436M +$44.5M +11% 11.3% 60.3% 46 0% 6