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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)
Independent Family Office
3701
Independent Family Office
New York
$211M +$17.8M +9% 7.36% 68.4% 63 7.94% 0.7
VIA
3702
Vantis Investment Advisers
Florida
$211M +$90.1M +75% 7.79% 39.6% 28 75% 0.1
Financial Consulate
3703
Financial Consulate
Maryland
$211M +$13.7M +7% 11.6% 61.4% 104 7.69% 2.9
Kathryn A. Hall
3704
Kathryn A. Hall
$211M +$36.8M +21% 15.6% 95.2% 50 24% 1.3
Blankinship & Foster
3705
Blankinship & Foster
California
$210M +$19.6M +10% 7.43% 67.1% 50 14% 2.2
O'Brien Greene & Co
3706
O'Brien Greene & Co
Pennsylvania
$210M +$21.4M +11% 12.3% 90.9% 113 7.96% 1.4
Prosight Management
3707
Prosight Management
Texas
$210M -$22.7M -10% 1.07% 39.5% 65 47.69% 0.8
Semmax Financial Advisors
3708
Semmax Financial Advisors
North Carolina
$210M +$19.3M +10% 6.21% – 301 12.62% 1.6
WESPAC Advisors SoCal
3709
WESPAC Advisors SoCal
California
$210M -$5.88M -3% 11.3% 135% 86 23.26% 2.4
WA
3710
Winfield Associates
Ohio
$210M +$14.8M +8% 8.65% 77.8% 140 16.43% 3.5
Equinox Partners Investment Management
3711
Equinox Partners Investment Management
Connecticut
$210M +$41.3M +25% 11.3% 241% 15 20% 0.9
Anderson Hoagland & Co
3712
Anderson Hoagland & Co
Missouri
$210M -$2.66M -1% 9.9% 104% 75 17.33% 3.8
First Wilshire Securities Management
3713
First Wilshire Securities Management
California
$209M -$6.62M -3% 3.33% 135% 80 11.25% 3.6
Bridge City Capital
3714
Bridge City Capital
Oregon
$209M -$8.56M -4% 7.54% 120% 93 5.38% 2.5
Medicxi Ventures Management
3715
Medicxi Ventures Management
Jersey
$209M +$46.7M +29% 24.3% 369% 5 20% 0.5
Opes Wealth Management
3716
Opes Wealth Management
California
$209M +$13.1M +7% 10.3% 54.1% 78 14.1% 0.8
Enstar Group
3717
Enstar Group
Bermuda
$209M +$25.7M +14% 6.38% 29.5% 12 16.67% 0.6
CRA Financial Services
3718
CRA Financial Services
New Jersey
$209M +$19.9M +10% 10.4% 91.9% 154 14.94% 1.4
SRAM
3719
Spouting Rock Asset Management
Pennsylvania
$209M -$1.21M -0.6% 12% 74.7% 169 41.42% 0.4
VCU Investment Management
3720
VCU Investment Management
Virginia
$208M +$12.1M +6% 0.5% – 9 11.11% 1.9
Nepsis Inc
3721
Nepsis Inc
Minnesota
$208M +$1.57M +0.8% 4.75% 131% 38 10.53% 2.3
Corbenic Partners
3722
Corbenic Partners
Pennsylvania
$208M +$26M +14% 8.85% – 187 20.86% 2.6
Ativo Capital Management
3723
Ativo Capital Management
Illinois
$208M +$23.1M +13% 13.2% 63.2% 122 21.31% 2.3
Stokes Capital Advisors
3724
Stokes Capital Advisors
South Carolina
$208M +$19.1M +10% 9.09% 61.3% 73 13.7% 2.1
AC
3725
Athos Capital
Hong Kong
$208M +$61.5M +42% 12.3% 110% 57 73.68% 0.2