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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)
DI
3801
Diligent Investors
California
$274M +$25.1M +10% 8.2% 82.2% 238 9.66% 3.1
ARI
3802
Applied Research Investments
Delaware
$274M +$39.2M +17% 2.17% – 48 14.58% 0.6
Acorn Financial Advisory Services
3803
Acorn Financial Advisory Services
Virginia
$274M +$19.1M +8% 8.28% 108% 230 16.96% 1
New Vernon Capital Holdings II
3804
New Vernon Capital Holdings II
New Jersey
$274M -$43.6M -14% 6.35% 114% 34 47.06% 1.3
Single Point Partners
3805
Single Point Partners
Massachusetts
$273M +$51.5M +23% 6.92% 56.4% 97 46.39% 0.7
Sax Wealth Advisors
3806
Sax Wealth Advisors
New Jersey
$273M +$55.8M +26% 7.46% 64.3% 153 15.69% 0.2
AFS
3807
Annapolis Financial Services
Maryland
$273M +$16.1M +6% 5.91% 15% 469 15.78% 0.2
AP
3808
Arlington Partners
Alabama
$273M +$56.1M +26% 9.68% 46.4% 422 52.13% 0.8
Affinity Investment Advisors
3809
Affinity Investment Advisors
California
$273M +$25.1M +10% 13.3% 189% 169 19.53% 1.9
Affinity Capital Advisors
3810
Affinity Capital Advisors
California
$273M +$26.7M +11% 3.36% 72.7% 127 14.96% 0.9
Discerene Group
3811
Discerene Group
Connecticut
$273M +$48.3M +22% 14.6% 48.6% 10 10% 0.2
Sentinel Pension Advisors
3812
Sentinel Pension Advisors
Massachusetts
$273M -$805K -0.3% 2.18% 52.1% 85 29.41% 1
Aaron Wealth Advisors
3813
Aaron Wealth Advisors
Illinois
$273M -$571K -0.2% 4.61% 108% 172 33.72% 0.2
Bar Harbor Trust Services
3814
Bar Harbor Trust Services
Maine
$272M +$4.15M +2% 5.75% 86.4% 128 12.5% 2.4
Solus Alternative Asset Management
3815
Solus Alternative Asset Management
New Jersey
$272M -$33K -0% 6.52% 79.3% 11 45.45% 1.5
Sensible Financial Planning & Management
3816
Sensible Financial Planning & Management
Massachusetts
$272M +$4.11M +2% 0.51% 24.5% 43 2.33% 3.9
Engine No 1 LLC
3817
Engine No 1 LLC
California
$272M +$40.4M +17% 20.2% 536% 14 21.43% 0.2
Willow Creek Wealth Management
3818
Willow Creek Wealth Management
California
$272M +$6.59M +2% 1.35% – 95 7.37% 2.3
Fernwood Investment Management
3819
Fernwood Investment Management
Massachusetts
$272M +$18.2M +7% 8.31% 83.4% 198 11.62% 3
Corriente Advisors
3820
Corriente Advisors
Texas
$272M -$149M -35% 7.72% – 23 73.91% 0.5
Mendon Capital Advisors
3821
Mendon Capital Advisors
Florida
$272M +$58.4M +27% 35.2% – 65 30.77% 2
TRV GP IV
3822
TRV GP IV
Massachusetts
$271M -$40.3M -13% 44.3% 1,102% 5 20% 1.4
Ballew Advisors
3823
Ballew Advisors
Mississippi
$271M +$142M +109% 5.11% 68% 124 20.97% 1.8
Winmill & Co
3824
Winmill & Co
New Hampshire
$271M +$16.9M +7% 16.5% 146% 100 23% 1.2
Burt Wealth Advisors
3825
Burt Wealth Advisors
Maryland
$271M -$18.9M -7% 1.39% 57.3% 397 77.08% 5.2