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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)
Clean Yield Group
3626
Clean Yield Group
Vermont
$278M +$31.6M +13% 12.3% 80.7% 444 22.52% 2.3
New Harbor Financial Group
3627
New Harbor Financial Group
Massachusetts
$278M – – 3.71% 94.6% 18 – 2.3
Shikiar Asset Management
3628
Shikiar Asset Management
New York
$278M +$17.4M +7% 12.1% 117% 89 14.61% 2.7
Benedict Financial Advisors
3629
Benedict Financial Advisors
Georgia
$278M +$18.1M +7% 8.39% 72.4% 111 12.61% 4.2
Progressive Investment Management
3630
Progressive Investment Management
Oregon
$278M +$25.1M +10% 10.8% 139% 36 2.78% 4
Westover Capital Advisors
3631
Westover Capital Advisors
Delaware
$278M +$34M +14% 11.2% 144% 157 19.75% 2
TAP Consulting
3632
TAP Consulting
Missouri
$278M +$23.1M +9% 12.4% 3.08% 128 9.38% 1.2
Wind River Trust Company
3633
Wind River Trust Company
Wyoming
$277M +$21.3M +8% 14.3% 70.6% 11 9.09% 5.5
ECM
3634
Endurant Capital Management
California
$277M -$60.9M -18% 26.2% 18.4% 81 61.73% 0.7
SeaBridge Investment Advisors
3635
SeaBridge Investment Advisors
New Jersey
$277M +$8.33M +3% 15.1% 139% 259 52.12% 4.5
O'Brien Wealth Partners
3636
O'Brien Wealth Partners
Massachusetts
$277M +$32M +13% 12.9% 56.7% 40 17.5% 2.1
Washington State Investment Board
3637
Washington State Investment Board
Washington
$276M +$74.6M +37% 36.9% 274% 1 0% 0.5
VHMC
3638
Value Holdings Management Company
New York
$276M -$17.1M -6% 26% 110% 66 0% 2.6
Financial Sense Advisors
3639
Financial Sense Advisors
California
$276M +$25.2M +10% 12.9% 152% 119 36.97% 1.3
Northern Right Capital Management
3640
Northern Right Capital Management
Connecticut
$276M +$85.2M +45% 31.6% 187% 71 64.79% 0.5
FNBOMD
3641
First National Bank of Mount Dora
Florida
$276M +$34.9M +14% 12.4% 96.2% 108 9.26% 3.7
Walter & Keenan Wealth Management
3642
Walter & Keenan Wealth Management
Indiana
$276M +$24M +10% 12.6% 92% 152 11.84% 2.2
Liberty Capital Management
3643
Liberty Capital Management
Michigan
$276M – – 11.3% – 122 – 4.5
Franklin, Parlapiano, Turner & Welch
3644
Franklin, Parlapiano, Turner & Welch
Texas
$276M +$28.2M +11% 11.7% 49.3% 49 10.2% 5.1
Retirement Income Solutions
3645
Retirement Income Solutions
Michigan
$276M +$50.2M +22% 12.5% 67.6% 92 16.3% 1.9
Forest Hill Capital
3646
Forest Hill Capital
Arkansas
$275M +$55.4M +25% 40.5% 132% 46 26.09% 3.9
TLP
3647
Tri Locum Partners
New York
$275M – – 29.5% 357% 65 – 0
WA
3648
WealthTrust Axiom
Pennsylvania
$275M +$43.2M +19% 18.8% 123% 242 15.7% 4.2
KRC
3649
Kehrs Ridge Capital
New Jersey
$275M +$35.6M +15% 21.1% – 51 84.31% 0.1
Claar Advisors
3650
Claar Advisors
New York
$275M +$25.2M +10% 8.21% 65.5% 37 29.73% 1.3