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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)
First National Corp
3451
First National Corp
Massachusetts
$527M +$31.4M +6% 6.5% 56.3% 184 16.85% 3.8
Systelligence LLC
3452
Systelligence LLC
Minnesota
$527M -$13.5M -2% 6.06% 58.3% 64 31.25% 0.9
Moody Aldrich Partners
3453
Moody Aldrich Partners
Massachusetts
$527M +$10.6M +2% 21.3% 312% 209 24.88% 1.4
Varenne Capital Partners
3454
Varenne Capital Partners
France
$527M -$49.8M -9% 17.7% 181% 36 72.22% 0.3
Presilium Private Wealth
3455
Presilium Private Wealth
Pennsylvania
$527M +$37.8M +8% 4.92% 45.9% 79 10.13% 2.1
Brian C. Broderick
3456
Brian C. Broderick
$526M +$20.6M +4% 7.02% 114% 88 2.27% 6.5
Blume Capital Management
3457
Blume Capital Management
California
$526M +$29.2M +6% 7.94% 102% 463 28.94% 5.2
Iowa State Bank
3458
Iowa State Bank
Iowa
$525M +$23.3M +5% 7.18% 85.7% 127 9.45% 5.8
Battery Management Corp
3459
Battery Management Corp
Massachusetts
$525M -$44.4M -8% 4.7% 45.1% 6 16.67% 2.9
Bienville Capital Management
3460
Bienville Capital Management
New York
$525M +$17.4M +3% 1.38% 36.3% 79 20.25% 3.3
Financial Strategies Group
3461
Financial Strategies Group
Michigan
$525M +$45.2M +9% 5.6% 49.2% 99 12.12% 3.1
Encompass More Asset Management
3462
Encompass More Asset Management
California
$522M +$94.9M +22% 9.79% 80.4% 278 37.41% 0.8
Lafayette Investments
3463
Lafayette Investments
Maryland
$522M +$27.4M +6% 7.03% 84.3% 158 5.7% 4.9
EnCap Partners
3464
EnCap Partners
Texas
$522M +$40.1M +8% 8.41% – 2 0% 0.6
Vertex Planning Partners
3465
Vertex Planning Partners
Illinois
$521M +$42.4M +9% 6.96% 61.6% 204 9.8% 1.8
Elwood & Goetz Wealth Advisory Group
3466
Elwood & Goetz Wealth Advisory Group
Georgia
$521M +$58.3M +13% 7.12% 63.7% 137 19.71% 2.4
CH
3467
Canton Hathaway
Rhode Island
$521M +$30.3M +6% 9.62% 87.8% 290 14.14% 3.3
P2 Capital Partners
3468
P2 Capital Partners
New York
$520M -$1.99M -0.4% 3.5% 7.96% 13 0% 3.4
CFMC
3469
Curbstone Financial Management Corp
New Hampshire
$520M +$32.7M +7% 6.12% 69.6% 214 8.88% 6.6
SP
3470
Solel Partners
Massachusetts
$520M -$54.7M -10% 5.14% 25.9% 24 37.5% 1.6
III
3471
Independent Investors Inc
New York
$520M +$60.5M +13% 16.1% 94.5% 70 4.29% 8.7
Virtus Wealth Solutions
3472
Virtus Wealth Solutions
New Jersey
$520M +$34.5M +7% 15.5% – 58 31.03% 0.6
Talos Asset Management
3473
Talos Asset Management
New York
$520M +$102M +24% 39.1% – 27 62.96% 0.3
GFI
3474
Global Frontier Investments
South Carolina
$519M +$100M +24% 3.94% – 15 0% 4.7
Marietta Investment Partners
3475
Marietta Investment Partners
Wisconsin
$519M +$62M +14% 16.6% 181% 171 11.7% 5