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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)
Mosaic Family Wealth
3501
Mosaic Family Wealth
Missouri
$299M +$32.5M +12% 13.4% 85.2% 158 14.56% 3.6
Court Place Advisors
3502
Court Place Advisors
Maryland
$299M +$31.6M +12% 12.7% 92% 179 8.94% 4.7
Sugarloaf Wealth Management
3503
Sugarloaf Wealth Management
Georgia
$299M +$24.5M +9% 8.37% 10.2% 781 13.44% 0.9
CDIA
3504
Capital Directions Investment Advisors
Georgia
$299M +$34.4M +13% 17.1% 7.53% 203 7.88% 2.1
YorkBridge Wealth Partners
3505
YorkBridge Wealth Partners
New York
$299M +$60.5M +25% 12.7% 36.5% 219 20.55% 2.5
One Day In July LLC
3506
One Day In July LLC
Vermont
$298M +$17.6M +6% 11.7% 48.2% 60 28.33% 1.2
Armbruster Capital Management
3507
Armbruster Capital Management
New York
$298M +$37.7M +14% 15.8% 66.7% 91 8.79% 3
Himension Capital (Singapore)
3508
Himension Capital (Singapore)
Singapore
$298M – – 25.6% 464% 16 – 0
AIP LLC
3509
AIP LLC
New York
$298M +$31.1M +12% 11.7% 54.9% 1 0% 3
SP
3510
StackLine Partners
New York
$297M +$36.1M +14% 34.3% 12.7% 13 23.08% 1.3
Financial Planning & Information Services
3511
Financial Planning & Information Services
Wisconsin
$297M +$40M +16% 16.4% 13% 69 7.25% 3.6
Nalanda India Fund
3512
Nalanda India Fund
Mauritius
$297M +$33.3M +13% 12.6% 15.3% 1 0% 2
5AM Venture Management
3513
5AM Venture Management
California
$297M -$83.4M -22% 32.7% 546% 10 10% 0.9
CH
3514
Canton Hathaway
Rhode Island
$297M +$52.6M +22% 11.9% 87.8% 370 60% 1
HT Partners
3515
HT Partners
Connecticut
$296M +$32.8M +12% 10.6% 71.1% 46 23.91% 2.6
Matthew 25 Management Corp
3516
Matthew 25 Management Corp
Pennsylvania
$296M +$33.5M +13% 17.4% 155% 20 10% 4.8
BHZ Capital Management
3517
BHZ Capital Management
California
$296M +$60.2M +26% 43.6% 3.24% 154 18.18% 2.6
Northwest Quadrant Wealth Management
3518
Northwest Quadrant Wealth Management
Oregon
$296M +$43.4M +17% 13.5% 45.6% 61 11.48% 2.8
Heathbridge Capital Management
3519
Heathbridge Capital Management
Ontario, Canada
$296M +$39.5M +15% 22.5% 73.6% 24 0% 4.8
Fulcrum Asset Management
3520
Fulcrum Asset Management
United Kingdom
$296M +$129M +78% 15.2% – 142 0% 0
CCM
3521
Compton Capital Management
Rhode Island
$296M +$35.1M +13% 12.9% 75.6% 154 14.94% 4.6
McNamara Financial Services
3522
McNamara Financial Services
Massachusetts
$295M -$218K -0.1% 11% 47.7% 48 0% 3.1
Stevard LLC
3523
Stevard LLC
Illinois
$295M +$55.5M +23% 16.6% – 168 59.52% 0.7
LFA
3524
Lighthouse Financial Advisors
Maryland
$295M +$32.1M +12% 13.3% – 113 12.39% 0.7
Silver Rock Financial
3525
Silver Rock Financial
California
$295M +$119M +68% 22% 2.58% 46 73.91% 0.5