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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)
Capital City Trust
3576
Capital City Trust
Florida
$286M +$13.3M +5% 11.9% 98.5% 122 14.75% 4.7
Hedeker Wealth
3577
Hedeker Wealth
Illinois
$286M +$74.7M +35% 9.27% 161% 72 15.28% 3
Vanderbilt University
3578
Vanderbilt University
Tennessee
$286M +$21.3M +8% 20.6% 76.4% 14 57.14% 0.7
Princeton Global Asset Management
3579
Princeton Global Asset Management
New Jersey
$286M +$37.9M +15% 13.6% 110% 515 12.82% 1.2
GWSG
3580
GPS Wealth Strategies Group
Colorado
$285M +$37.2M +15% 11.2% 118% 175 18.29% 0.2
Apella Capital
3581
Apella Capital
Connecticut
$285M +$36.1M +14% 9.64% 48.6% 127 7.87% 0.6
Squadra Investments
3582
Squadra Investments
Brazil
$285M +$35.6M +14% 29.9% 1.55% 3 0% 0.5
EEP
3583
Edgehill Endowment Partners
Connecticut
$285M -$2.27M -0.8% 6.02% 11.6% 6 0% 2
SHCM
3584
Shelter Haven Capital Management
New Jersey
$284M +$58.4M +26% 36.5% – 20 75% 0.3
Delphi Financial Group
3585
Delphi Financial Group
Delaware
$284M +$113M +66% 20.9% 47.4% 33 27.27% 1.8
RV Capital
3586
RV Capital
Switzerland
$284M +$17M +6% 16.7% 250% 5 0% 1.5
CBTWT
3587
Community Bank & Trust (Waco, Texas)
Texas
$284M +$31.6M +13% 11.5% 124% 131 9.92% 3.5
Perennial Advisors
3588
Perennial Advisors
New York
$284M +$39.5M +16% 10.7% – 252 71.03% 1
Alera Investment Advisors
3589
Alera Investment Advisors
Illinois
$284M +$32.6M +13% 13.5% 28.9% 90 10% 1.2
Cadence Bank NA
3590
Cadence Bank NA
Texas
$283M +$26.3M +10% 12.4% 33.3% 202 14.85% 3.6
Mill Road Capital Management
3591
Mill Road Capital Management
Connecticut
$283M – – 21.8% 85.1% 21 – 1.3
PPP
3592
Private Portfolio Partners
New Jersey
$283M +$36.1M +15% 13.7% 16.9% 233 15.88% 1.4
White Pine Capital
3593
White Pine Capital
Minnesota
$283M +$37M +15% 22.1% 155% 232 9.91% 4.5
Index Venture Associates III
3594
Index Venture Associates III
Jersey
$283M – – 3.06% – 1 – 0
Cedar Brook Financial Partners
3595
Cedar Brook Financial Partners
Ohio
$283M +$27.7M +11% 13.4% 47% 345 21.74% 1.2
West Financial Advisors
3596
West Financial Advisors
Iowa
$282M – – 10.1% 49.1% 153 – 0
Redmond Asset Management
3597
Redmond Asset Management
Virginia
$282M +$43.1M +18% 23.2% 68.2% 179 15.08% 2.9
WealthStone
3598
WealthStone
Ohio
$282M +$62.8M +29% 10.7% – 263 27.76% 0.4
ADW Capital Management
3599
ADW Capital Management
Florida
$282M +$110M +64% 49.8% 78.2% 6 33.33% 0.6
BC Gestao de Recursos
3600
BC Gestao de Recursos
Brazil
$282M – – 32.7% – 4 – 0