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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)
Bain Capital Venture Investors
3526
Bain Capital Venture Investors
Massachusetts
$295M -$62.7M -18% 3.28% 34.2% 2 50% 2.5
Sterling Investment Advisors (Pennsylvania)
3527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295M +$34.9M +13% 18% 111% 497 15.69% 2.4
Jacobson & Schmitt Advisors
3528
Jacobson & Schmitt Advisors
Wisconsin
$294M +$31.6M +12% 14% 64.8% 41 7.32% 2.6
Lafayette Investments
3529
Lafayette Investments
Maryland
$294M +$32.7M +13% 15.9% 84.3% 92 11.96% 3.8
Larson Financial Group
3530
Larson Financial Group
Missouri
$294M +$50.4M +21% 14.9% 89.7% 887 17.81% 1.2
Cambria Investment Management
3531
Cambria Investment Management
California
$294M +$23.8M +9% 21.9% 72% 208 26.44% 1.8
Physician Wealth Advisors
3532
Physician Wealth Advisors
Utah
$294M +$44.7M +18% 13.9% 79.9% 151 22.52% 0.9
Chesapeake Wealth Management
3533
Chesapeake Wealth Management
Virginia
$294M +$26M +10% 9.93% 74.9% 206 8.25% 2
Perkins Coie Trust Company
3534
Perkins Coie Trust Company
Washington
$293M +$42.5M +17% 14.9% 83.2% 256 3.91% 5.2
Dumont & Blake Investment Advisors
3535
Dumont & Blake Investment Advisors
New Jersey
$293M +$29.4M +11% 14% 86.1% 202 9.41% 4.6
Cobalt Capital Management
3536
Cobalt Capital Management
New Jersey
$293M +$116M +66% 25.6% 220% 45 75.56% 0.3
Bridgefront Capital
3537
Bridgefront Capital
Texas
$292M – – 22.3% 52.1% 582 – 0
Abingworth
3538
Abingworth
United Kingdom
$292M -$175M -37% 17.1% 187% 18 22.22% 2.5
Aristides Capital
3539
Aristides Capital
Kentucky
$292M +$148M +103% 46.7% 126% 193 67.36% 0.2
Baron Silver Stevens Financial Advisors
3540
Baron Silver Stevens Financial Advisors
Florida
$292M – – 12.4% 58.1% 540 – 0
Family Management
3541
Family Management
New York
$292M +$63.9M +28% 12.2% 76% 182 37.91% 1.4
LHC
3542
Lodge Hill Capital
New York
$292M -$56.4M -16% 25.8% 17.9% 37 51.35% 0.7
PDS Planning
3543
PDS Planning
Ohio
$291M +$45.8M +19% 13.8% 69.1% 164 17.07% 1.5
Wright Investors Service
3544
Wright Investors Service
Connecticut
$291M +$10.2M +4% 14.8% 161% 168 26.79% 3
HHM Wealth Advisors
3545
HHM Wealth Advisors
Tennessee
$291M +$41M +16% 15.2% 70.6% 584 13.01% 0.8
Financial Advisors Network
3546
Financial Advisors Network
California
$291M +$35.7M +14% 12.3% – 117 7.69% 2.1
Summit Financial Strategies
3547
Summit Financial Strategies
Ohio
$291M +$45.6M +19% 17.7% 59.4% 85 17.65% 2.6
CT
3548
Chicago Trust
Illinois
$291M +$51.1M +21% 14.5% 96.7% 235 25.53% 3
Rock Point Advisors
3549
Rock Point Advisors
Vermont
$291M +$65.1M +29% 30% 94.1% 93 13.98% 3.4
GTCM
3550
Gyon Technologies Capital Management
New Jersey
$291M +$163M +128% 21.5% 42.2% 474 72.57% 0.1