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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)
Concentric Wealth Management
3676
Concentric Wealth Management
California
$272M +$39.5M +17% 14.7% 33.4% 127 6.3% 2.7
Iron Gate Global Advisors
3677
Iron Gate Global Advisors
Utah
$271M +$34M +14% 14.6% 106% 106 19.81% 1.3
Shepherd Kaplan Krochuk
3678
Shepherd Kaplan Krochuk
Massachusetts
$271M +$30.5M +13% 10.8% 38.5% 210 27.14% 2.1
Lakestar II
3679
Lakestar II
Guernsey
$271M – – 19.7% – 1 – 0
Turiya Advisors Asia
3680
Turiya Advisors Asia
Hong Kong
$271M -$58.4M -18% 55.4% 188% 7 57.14% 0.5
Ellenbecker Investment Group
3681
Ellenbecker Investment Group
Wisconsin
$271M +$35.5M +15% 12.9% 61.6% 67 11.94% 2
McIlrath & Eck
3682
McIlrath & Eck
Washington
$270M +$36.6M +16% 10.4% 44% 726 6.34% 2.1
Birinyi Associates
3683
Birinyi Associates
Connecticut
$270M +$33.4M +14% 11.8% 134% 71 12.68% 4.6
REDW Wealth
3684
REDW Wealth
New Mexico
$270M +$32.4M +14% 11.1% 59.1% 99 11.11% 2.4
Ramius Advisors
3685
Ramius Advisors
New York
$270M -$144M -35% 21.7% 187% 171 91.81% 0
Pacific Center for Financial Services
3686
Pacific Center for Financial Services
California
$270M +$28.5M +12% 10.9% 60.1% 354 12.71% 3.1
Farmers & Merchants Trust Company
3687
Farmers & Merchants Trust Company
California
$270M +$25.4M +10% 10.8% 79.8% 152 7.24% 1.6
DCM International IV
3688
DCM International IV
California
$270M – – 36.1% – 1 – 0
Element Pointe Advisors
3689
Element Pointe Advisors
Florida
$270M +$45.5M +20% 20% 75.1% 119 22.69% 1
Supplemental Annuity Collective Trust (SACT) of New Jersey
3690
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$269M +$30.6M +13% 16.6% 166% 219 3.2% 3.5
Fiducient Advisors
3691
Fiducient Advisors
Illinois
$269M +$91.4M +51% 11.8% 56.9% 80 72.5% 0.6
BT Wealth Management
3692
BT Wealth Management
Georgia
$269M +$38.8M +17% 12.5% 34.8% 67 19.4% 1.3
Pacifica Capital Investments
3693
Pacifica Capital Investments
Texas
$269M +$52.2M +24% 36.9% 69.8% 19 0% 5.3
Spotlight Asset Group
3694
Spotlight Asset Group
Illinois
$269M +$14.3M +6% 11.7% – 169 28.99% 0.7
Crossvault Capital Management
3695
Crossvault Capital Management
Texas
$269M +$38.4M +17% 12% 56.4% 76 7.89% 3.9
Argyle Capital Management
3696
Argyle Capital Management
Pennsylvania
$269M +$24.5M +10% 13.2% 106% 128 2.34% 6
Boston Standard Wealth Management
3697
Boston Standard Wealth Management
Massachusetts
$269M +$31.3M +13% 11.3% 47.1% 37 8.11% 3.1
Bar Harbor Trust Services
3698
Bar Harbor Trust Services
Maine
$268M +$31.3M +13% 11.9% 86.4% 128 13.28% 2.2
Hamilton Lane Advisors
3699
Hamilton Lane Advisors
Pennsylvania
$268M +$61.5M +30% 19.9% 167% 64 53.13% 0.8
Sensible Financial Planning & Management
3700
Sensible Financial Planning & Management
Massachusetts
$268M +$23.8M +10% 4.94% 24.5% 43 13.95% 3.6