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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)
FFT Wealth Management
3551
FFT Wealth Management
Pennsylvania
$291M +$57.9M +25% 17.5% 65.6% 31 38.71% 2.7
Paragon Wealth Strategies
3552
Paragon Wealth Strategies
Florida
$290M +$65.4M +29% 21% 59.8% 37 35.14% 0.7
Emerald Advisors
3553
Emerald Advisors
Washington
$290M +$29.1M +11% 6.65% 71.8% 92 31.52% 0.7
Burt Wealth Advisors
3554
Burt Wealth Advisors
Maryland
$290M +$22.9M +9% 8.55% 57.3% 430 12.79% 3.4
Blue Bell Private Wealth Management
3555
Blue Bell Private Wealth Management
Pennsylvania
$290M +$45.9M +19% 13.2% 68.2% 167 9.58% 4.2
Capco Asset Management
3556
Capco Asset Management
Florida
$290M +$38.3M +15% 21.5% 47.9% 25 8% 2.9
Horst & Graben Wealth Management
3557
Horst & Graben Wealth Management
Oregon
$290M +$32.5M +13% 8.83% 62.2% 118 12.71% 0.6
E Fund Management (HK)
3558
E Fund Management (HK)
Hong Kong
$290M +$28.7M +11% 20.3% 137% 50 32% 0.5
Strategic Vision Investment
3559
Strategic Vision Investment
Hong Kong
$290M +$109M +60% 43.1% 95.6% 24 58.33% 0.5
Private Wealth Advisors (California)
3560
Private Wealth Advisors (California)
California
$289M +$96.4M +50% 10.4% 63.6% 86 30.23% 1.1
Alpha Paradigm Partners
3561
Alpha Paradigm Partners
Illinois
$289M – – 53.8% – 407 – 0
Octagon Capital Advisors
3562
Octagon Capital Advisors
New York
$288M – – 73.6% 2,969% 31 – 0
Marks Wealth
3563
Marks Wealth
Maryland
$288M – – 11.8% 165% 36 – 0
Steel Partners Holdings
3564
Steel Partners Holdings
New York
$288M +$93.3M +48% 41.3% – 4 0% 6.2
Boston Research & Management
3565
Boston Research & Management
Massachusetts
$287M +$31.7M +12% 11.3% 63.6% 105 4.76% 5.7
Permit Capital
3566
Permit Capital
Pennsylvania
$287M -$4.41M -2% 6.45% 140% 25 24% 4.8
Goodman Financial
3567
Goodman Financial
Texas
$287M +$72.6M +34% 23.4% 51.2% 50 22% 2
Fruth Investment Management
3568
Fruth Investment Management
Texas
$287M +$37.1M +15% 17.2% 79.4% 215 10.7% 5.1
Glenview State Bank Trust Department
3569
Glenview State Bank Trust Department
Illinois
$287M +$23.7M +9% 12.2% 76.6% 124 14.52% 4.3
Henry James International Management
3570
Henry James International Management
New York
$287M +$41.9M +17% 20.9% 125% 127 11.81% 2
Kathryn A. Hall
3571
Kathryn A. Hall
$287M +$76.2M +36% 21.2% 95.2% 62 35.48% 1.2
Summit Rock Advisors
3572
Summit Rock Advisors
New York
$287M +$70.6M +33% 12.1% – 12 75% 0.1
Brandywine Trust
3573
Brandywine Trust
Delaware
$287M +$20.9M +8% 4.72% 32.7% 32 6.25% 4.8
Wellspring Financial Advisors
3574
Wellspring Financial Advisors
Ohio
$287M +$31.3M +12% 13.5% 77.2% 102 21.57% 0.6
AlphaSimPlex Group
3575
AlphaSimPlex Group
Massachusetts
$286M +$66.4M +30% 17.8% 35.5% 342 33.63% 0.6