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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)
Perennial Advisors
3526
Perennial Advisors
New York
$318M +$34M +12% 3.73% – 303 19.8% 1
Horst & Graben Wealth Management
3527
Horst & Graben Wealth Management
Oregon
$318M +$27.6M +10% 2.97% 62.2% 134 19.4% 0.7
CIM
3528
CIM Investment Management
Pennsylvania
$318M +$9.7M +3% 7.51% 123% 336 26.49% 2.1
Three Peaks Capital Management
3529
Three Peaks Capital Management
Colorado
$317M +$5.44M +2% 8.91% 84.5% 145 31.72% 1.3
NorthStar Asset Management (Massachusetts)
3530
NorthStar Asset Management (Massachusetts)
Massachusetts
$317M – – 3.62% 66.3% 70 – 0
Cadence Bank NA
3531
Cadence Bank NA
Texas
$317M +$33.8M +12% 8.37% 33.3% 210 10% 3.7
Apella Capital
3532
Apella Capital
Connecticut
$317M +$32.2M +11% 3.64% 48.6% 130 4.62% 0.9
SHCM
3533
Shelter Haven Capital Management
New Jersey
$317M +$32.6M +11% 15.1% – 23 78.26% 0.3
Investidor Profissional Gestao de Recursos
3534
Investidor Profissional Gestao de Recursos
Brazil
$317M +$7.94M +3% 3.52% 51.8% 22 27.27% 1.6
Bridgeworth
3535
Bridgeworth
Alabama
$317M +$15M +5% 7.34% 19.3% 134 11.19% 2.4
ESL Trust Services
3536
ESL Trust Services
New York
$317M +$44.5M +16% 6.29% 53.9% 24 8.33% 1
Morgan Dempsey Capital Management
3537
Morgan Dempsey Capital Management
Wisconsin
$317M +$70.5M +29% 9.12% 52.1% 107 7.48% 5
Johnson Bixby & Associates
3538
Johnson Bixby & Associates
Washington
$316M +$14.1M +5% 3.78% 48.7% 81 8.64% 0.2
Stratos Investment Management
3539
Stratos Investment Management
Ohio
$316M -$1.68M -0.5% 5.18% 58.2% 122 8.2% 1.3
LAM
3540
LifePro Asset Management
California
$316M -$5.91M -2% 5.67% 49% 94 20.21% 0.4
Insight Advisors
3541
Insight Advisors
Pennsylvania
$316M +$51.5M +19% 5.13% 74% 350 28.86% 0.2
RHFI
3542
Reilly Herbert Faulkner III
$316M +$12.1M +4% 2.63% 80.6% 56 5.36% 4.7
Nepsis Inc
3543
Nepsis Inc
Minnesota
$316M +$40.7M +15% 9.77% 131% 32 6.25% 2.9
South Street Advisors
3544
South Street Advisors
New York
$315M -$156M -33% 6.12% 169% 64 51.56% 3.8
Accel Growth Fund V Associates
3545
Accel Growth Fund V Associates
California
$315M +$140M +80% 11.3% 1.17% 2 100% 0
BHZ Capital Management
3546
BHZ Capital Management
California
$315M +$19.4M +7% 29.2% 3.24% 151 18.54% 2.6
Black Swift Group
3547
Black Swift Group
Colorado
$315M +$163M +108% 8.6% 139% 266 59.02% 0.4
GenWealth Group
3548
GenWealth Group
New Jersey
$315M +$13.1M +4% 1.73% 73.9% 74 16.22% 2.4
White Pine Capital
3549
White Pine Capital
Minnesota
$315M +$32.1M +11% 13.7% 155% 246 13.41% 4.5
Capital City Trust
3550
Capital City Trust
Florida
$314M +$28.1M +10% 3.81% 98.5% 119 3.36% 4.8