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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)
MM
3501
Meridian Management
Arkansas
$322M +$10M +3% 2.93% 65.3% 83 10.84% 3.9
Kalos Management
3502
Kalos Management
Georgia
$321M +$87.1M +37% 7.51% 48.5% 333 34.53% 1.2
Bridgefront Capital
3503
Bridgefront Capital
Texas
$321M +$28.9M +10% 9.05% 52.1% 1,013 79.57% 0.1
Liquid Strategies
3504
Liquid Strategies
Georgia
$321M +$1.33M +0.4% 1.52% 52.4% 8 12.5% 1.1
Biltmore Family Office
3505
Biltmore Family Office
North Carolina
$321M -$12M -4% 0.32% 99% 193 11.4% 2.1
Columbus Macro
3506
Columbus Macro
Pennsylvania
$321M -$4.75M -1% 4.82% 48.7% 178 20.79% 1.7
Rock Point Advisors
3507
Rock Point Advisors
Vermont
$321M +$30M +10% 14.4% 82.8% 100 12% 3.3
Covenant Asset Management
3508
Covenant Asset Management
New Jersey
$321M +$17.2M +6% 3.37% 177% 158 25.32% 2.5
Bellecapital
3509
Bellecapital
Switzerland
$320M +$20.4M +7% 3.4% 152% 205 22.44% 1.6
Lincoln Capital
3510
Lincoln Capital
Nebraska
$320M +$12.4M +4% 5.04% 67.1% 91 4.4% 4
Contravisory Investment Management
3511
Contravisory Investment Management
Massachusetts
$320M -$2.47M -0.8% 4.64% 135% 293 26.28% 1.5
Sharkey, Howes & Javer
3512
Sharkey, Howes & Javer
Colorado
$320M +$20.3M +7% 4.38% 60.2% 84 21.43% 2.2
Roberts, Glore & Co
3513
Roberts, Glore & Co
Illinois
$320M +$13.7M +4% 6.29% 72.3% 197 7.61% 3.9
FCA
3514
FLC Capital Advisors
California
$319M +$18.5M +6% 3.85% 59.3% 165 15.15% 1.3
Hudock Inc
3515
Hudock Inc
Pennsylvania
$319M +$12.2M +4% 4.63% 69.7% 870 11.72% 3.7
Lakestar II
3516
Lakestar II
Guernsey
$319M +$48.4M +18% 10.1% – 2 50% 0.1
FCT
3517
Family Capital Trust
Massachusetts
$319M -$4.2M -1% 0.17% 39.1% 54 3.7% 5.6
CCM
3518
Compton Capital Management
Rhode Island
$319M +$23.4M +8% 6.37% 75.6% 165 10.91% 4.6
Optas LLC
3519
Optas LLC
Texas
$319M +$7.79M +3% 5.81% 132% 151 15.23% 0.9
Brandywine Trust
3520
Brandywine Trust
Delaware
$319M +$31.9M +11% 6.31% 32.7% 32 3.13% 5.1
Fruth Investment Management
3521
Fruth Investment Management
Texas
$319M +$31.4M +11% 12.1% 79.4% 228 7.46% 5
Family Management
3522
Family Management
New York
$318M +$26.4M +9% 4.3% 69% 193 26.42% 1.6
Advisors Management Group
3523
Advisors Management Group
Wisconsin
$318M +$73.1M +30% 6.52% 132% 133 21.05% 2.8
Monetary Management Group
3524
Monetary Management Group
Missouri
$318M +$14.4M +5% 6.27% 138% 326 8.28% 4.7
Orchard Capital Management
3525
Orchard Capital Management
Illinois
$318M +$83.3M +35% 30.7% 140% 45 8.89% 0.2