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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)
Bard Associates
3801
Bard Associates
Illinois
$253M +$64.8M +34% 48.1% 247% 162 11.73% 4.6
Broadleaf Partners
3802
Broadleaf Partners
Ohio
$253M +$26.3M +12% 11.9% 180% 67 5.97% 2.1
Sage Rhino Capital
3803
Sage Rhino Capital
California
$253M +$46.2M +22% 17.4% 93.9% 184 11.41% 1.3
H2CM
3804
H/2 Credit Manager
Connecticut
$253M – – 34.9% 97.4% 11 – 0
Kelly Lawrence W & Associates
3805
Kelly Lawrence W & Associates
California
$253M -$83M -25% 16% 123% 128 24.22% 4.6
Bronson Point Management
3806
Bronson Point Management
Connecticut
$253M +$128M +103% 30.8% 7.56% 53 54.72% 0.3
MBL Wealth
3807
MBL Wealth
North Carolina
$253M – – 10.8% 52.7% 124 – 0
AH Equity Partners III (Parallel)
3808
AH Equity Partners III (Parallel)
California
$253M +$79M +45% 75.5% 33.1% 2 50% 0.9
Triangle Securities Wealth Management
3809
Triangle Securities Wealth Management
North Carolina
$253M +$31.3M +14% 15.4% 83.6% 170 7.65% 4.2
Home Federal Bank of Tennessee
3810
Home Federal Bank of Tennessee
Tennessee
$252M +$25.1M +11% 13.1% 74% 72 5.56% 4
NKCFO LLC
3811
NKCFO LLC
Illinois
$252M +$22M +10% 7.91% 237% 137 45.99% 0.6
American Assets Inc
3812
American Assets Inc
California
$252M +$54.1M +27% 21.7% 49.9% 12 50% 1.8
First PREMIER Bank
3813
First PREMIER Bank
South Dakota
$252M +$25.1M +11% 11.1% 63% 335 8.06% 3
Poehling Capital Management
3814
Poehling Capital Management
Wisconsin
$252M +$57.3M +29% 19.7% 83% 139 23.02% 1.4
WESPAC Advisors SoCal
3815
WESPAC Advisors SoCal
California
$252M +$41.9M +20% 9.06% 135% 82 19.51% 2.5
Oakcliff Capital Partners
3816
Oakcliff Capital Partners
New York
$252M +$21M +9% 28.1% 133% 12 25% 2.5
Siena Capital Partners
3817
Siena Capital Partners
Illinois
$252M +$53.4M +27% 14.5% 42.5% 115 6.09% 1.8
Day & Ennis
3818
Day & Ennis
Georgia
$252M +$22M +10% 8.72% 15.2% 112 10.71% 2.6
Stone Run Capital
3819
Stone Run Capital
New York
$252M +$32.9M +15% 14.6% 77.8% 62 4.84% 5.3
Union Square Park Capital Management
3820
Union Square Park Capital Management
New York
$252M – – 51.6% 75.8% 79 – 0
Farmers National Bank
3821
Farmers National Bank
Kentucky
$251M – – 11% – 142 – 4.1
Fulcrum Equity Management
3822
Fulcrum Equity Management
Texas
$251M +$35.1M +16% 18% 116% 181 35.91% 0.6
Ibex Investors
3823
Ibex Investors
Colorado
$251M +$60.8M +32% 33.8% 1.71% 64 64.06% 0.6
American National Registered Investment Advisor
3824
American National Registered Investment Advisor
Texas
$251M +$31.9M +15% 14.1% 95.8% 224 4.91% 4.9
Newfleet Asset Management
3825
Newfleet Asset Management
Connecticut
$251M – – 4.13% – 11 – 0