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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)
E Fund Management (HK)
3576
E Fund Management (HK)
Hong Kong
$310M +$20.4M +7% 0.78% 163% 58 36.21% 0.7
Sterling Investment Advisors (Pennsylvania)
3577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310M +$15.4M +5% 3.41% 111% 556 20.32% 2.2
HCA
3578
Hyperion Capital Advisors
New York
$310M +$56.4M +22% 9.51% 86.1% 46 13.04% 1
Algebris (UK)
3579
Algebris (UK)
United Kingdom
$310M -$16.5M -5% 17.5% 17% 41 60.98% 0.6
SWK
3580
Stephen W. Kidder
$310M +$9.22M +3% 3.89% 94.7% 74 8.11% 5.5
Financial Advisors Network
3581
Financial Advisors Network
California
$310M +$18.6M +6% 5.23% – 133 30.08% 2.1
Diana Davis Spencer Foundation
3582
Diana Davis Spencer Foundation
Maryland
$309M -$16M -5% 4.88% 13.4% 3 0% 6.3
Princeton Global Asset Management
3583
Princeton Global Asset Management
New Jersey
$309M +$23.5M +8% 9.55% 110% 546 15.2% 1.4
Fiducient Advisors
3584
Fiducient Advisors
Illinois
$309M +$40M +15% 5.15% 52.3% 87 14.94% 0.8
Cloverfields Capital Group
3585
Cloverfields Capital Group
Minnesota
$309M +$42.8M +16% 5.88% 101% 63 17.46% 0.2
Jacobson & Schmitt Advisors
3586
Jacobson & Schmitt Advisors
Wisconsin
$309M +$14.6M +5% 1.63% 70.3% 46 19.57% 2.6
Distillate Capital Partners
3587
Distillate Capital Partners
Illinois
$309M +$100M +48% 9.93% 9.94% 136 30.15% 0.2
PPP
3588
Private Portfolio Partners
New Jersey
$308M +$25.5M +9% 5.5% 16.9% 244 12.3% 1.5
Glenview State Bank Trust Department
3589
Glenview State Bank Trust Department
Illinois
$308M +$21.3M +7% 7.61% 76.6% 124 4.03% 4.5
First Sabrepoint Capital Management
3590
First Sabrepoint Capital Management
Texas
$308M -$1.91M -0.6% 12.2% 218% 40 40% 0.9
Toronado Partners
3591
Toronado Partners
California
$308M -$69.3M -18% 3.95% 158% 11 9.09% 1.7
FormulaFolio Investments
3592
FormulaFolio Investments
Michigan
$308M -$4.46B -94% 3.66% 41.4% 875 67.66% 1.2
Boston Standard Wealth Management
3593
Boston Standard Wealth Management
Massachusetts
$307M +$38.7M +14% 3.96% 47.1% 38 10.53% 3.2
Physician Wealth Advisors
3594
Physician Wealth Advisors
Utah
$307M +$13.5M +5% 5.7% 79.9% 149 9.4% 1.1
Hamilton Lane Advisors
3595
Hamilton Lane Advisors
Pennsylvania
$307M +$38.7M +14% 6.76% 167% 82 59.76% 0.6
Unified Trust Company
3596
Unified Trust Company
Kentucky
$307M +$134M +78% 6.09% 69.7% 78 29.49% 1.3
Andesa Financial Management
3597
Andesa Financial Management
Pennsylvania
$307M +$154M +101% 6.39% 73.6% 149 25.5% 1.3
Noked Capital
3598
Noked Capital
Israel
$307M +$63.9M +26% 17.8% 197% 39 46.15% 0.4
Noked Israel
3599
Noked Israel
Israel
$307M +$63.9M +26% 17.8% 265% 39 46.15% 0.4
Ironwood Financial
3600
Ironwood Financial
Arizona
$307M +$39.3M +15% 5.12% 54.1% 590 15.25% 2.6