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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)
Delta Investment Management
3551
Delta Investment Management
California
$314M +$2.86M +0.9% 8.68% 69.9% 206 32.04% 0.9
MJP
3552
Michael J. Puzo
$314M +$7.82M +3% 4.28% 90.3% 77 5.19% 5.4
ADW Capital Management
3553
ADW Capital Management
Florida
$314M +$32.2M +11% 24% 78.2% 6 0% 0.9
Verdad Advisers
3554
Verdad Advisers
Massachusetts
$314M +$48.4M +18% 26.6% – 43 23.26% 0.2
Iron Gate Global Advisors
3555
Iron Gate Global Advisors
Utah
$313M +$42.4M +16% 5.66% 106% 110 31.82% 1.4
CH
3556
Canton Hathaway
Rhode Island
$313M +$16.8M +6% 6.15% 87.8% 369 43.9% 0.8
Gries Financial
3557
Gries Financial
Ohio
$313M – – 6.01% 71.3% 165 – 0
Bourne Lent Asset Management
3558
Bourne Lent Asset Management
New York
$313M +$9.8M +3% 3.89% 95.1% 63 7.94% 4.1
PRC
3559
Pearl River Capital
Michigan
$313M +$34M +12% 7.07% 20.3% 561 71.3% 0.2
Engine Capital Management
3560
Engine Capital Management
New York
$313M +$101M +48% 25.6% 21.1% 42 38.1% 0.9
Goodman Financial
3561
Goodman Financial
Texas
$313M +$25.5M +9% 19.2% 52.5% 53 22.64% 2.1
Algert Global
3562
Algert Global
California
$313M -$38M -11% 13.3% 194% 584 58.39% 0.4
HawsGoodwin Investment Management
3563
HawsGoodwin Investment Management
Tennessee
$313M -$6.11M -2% 3.42% – 116 16.38% 0.9
Abacus Planning Group
3564
Abacus Planning Group
South Carolina
$313M -$11.4M -4% 7.61% 67.8% 204 13.73% 1.8
Lafayette Investments
3565
Lafayette Investments
Maryland
$312M +$18.2M +6% 9.99% 77.9% 94 11.7% 3.8
RV Capital
3566
RV Capital
Switzerland
$312M +$28.2M +10% 4.48% 250% 6 33.33% 1.3
Patten Group
3567
Patten Group
Tennessee
$312M -$58.2M -16% 4.88% 99% 244 8.2% 3.7
Aegon USA Investment Management
3568
Aegon USA Investment Management
Iowa
$312M -$17.3M -5% 9.96% 44.9% 41 14.63% 1.5
Tenzing Global Management
3569
Tenzing Global Management
California
$312M -$103M -25% 13.7% 273% 18 50% 1.3
Pivotal bioVenture Partners Investment Advisor
3570
Pivotal bioVenture Partners Investment Advisor
California
$312M +$8.39M +3% 0.23% 667% 10 20% 0.2
SPC
3571
Stony Point Capital
New York
$312M +$83.1M +36% 2.57% 208% 37 51.35% 0.5
Radnor Capital Management
3572
Radnor Capital Management
Pennsylvania
$311M -$43.6M -12% 8.17% 96.9% 213 10.33% 2.9
Bender Robert & Associates
3573
Bender Robert & Associates
California
$311M -$3.46M -1% 1.72% 146% 57 19.3% 5.1
Boston Research & Management
3574
Boston Research & Management
Massachusetts
$311M +$23.2M +8% 7.17% 53.2% 106 2.83% 5.8
Hunting Hill Global Capital
3575
Hunting Hill Global Capital
New York
$311M +$52.1M +20% 3.95% 132% 109 86.24% 0.1