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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)
Heritage Way Advisors
3876
Heritage Way Advisors
Illinois
$190M +$19.3M +11% 8.12% 79.4% 68 13.24% 2.3
Shah Capital Management
3877
Shah Capital Management
North Carolina
$190M +$24.2M +15% 26.4% 287% 11 27.27% 3.6
Susquehanna Foundation
3878
Susquehanna Foundation
Pennsylvania
$190M +$20.9M +12% 12.4% 36.7% 4 0% 2.5
Cambridge Financial Group
3879
Cambridge Financial Group
Ohio
$190M +$13.1M +7% 11.7% – 32 0% 3.5
Pacific Wealth Strategies Group
3880
Pacific Wealth Strategies Group
California
$190M +$10.3M +6% 10.4% 85.3% 92 31.52% 2.4
FA
3881
Financial Advisors
Massachusetts
$190M +$10.6M +6% 5.06% 71.5% 72 16.67% 1.3
Jackson Hole Capital Partners
3882
Jackson Hole Capital Partners
Oklahoma
$190M +$25.7M +16% 6.41% 71.4% 188 11.17% 1.3
Shakespeare Wealth Management
3883
Shakespeare Wealth Management
Wisconsin
$190M +$18.8M +11% 5.63% 55.5% 70 12.86% 1.6
Ibex Investors
3884
Ibex Investors
Colorado
$190M -$20.6M -10% 13.3% 1.71% 63 55.56% 0.8
PCA
3885
Prospect Capital Advisors
California
$190M +$25M +15% 10.9% 202% 24 20.83% 1.9
Providence Capital Advisors
3886
Providence Capital Advisors
North Carolina
$190M +$13.4M +8% 5.62% 47.4% 243 26.75% 1.5
Garrison Asset Management
3887
Garrison Asset Management
Arkansas
$190M +$11.8M +7% 8.59% 52.1% 100 2% 5.1
Monument Capital Management
3888
Monument Capital Management
Virginia
$190M +$19.6M +12% 9.67% 170% 101 31.68% 1.4
Susquehanna International Securities
3889
Susquehanna International Securities
Ireland
$190M -$51.7M -21% 8.26% 2.8% 83 51.81% 0.6
Marvin & Palmer Associates
3890
Marvin & Palmer Associates
Delaware
$190M +$23.8M +14% 14.9% 415% 37 35.14% 0.9
Oak Management Corp
3891
Oak Management Corp
Connecticut
$189M -$261M -58% 16.1% 96.4% 3 0% 2.2
Riverpark Capital Management
3892
Riverpark Capital Management
New York
$189M +$117M +163% 12.6% 152% 55 0% 2.5
Oak Asset Management
3893
Oak Asset Management
California
$189M +$20.6M +12% 12.4% 91.8% 89 4.49% 2.4
Shelter Insurance Retirement Plan
3894
Shelter Insurance Retirement Plan
Missouri
$189M +$8.55M +5% 4.7% 60.5% 8 0% 0.6
LA
3895
LFL Advisers
Illinois
$189M -$3.27M -2% 6.96% 83% 12 8.33% 2.6
Front Row Advisors
3896
Front Row Advisors
California
$189M +$27.7M +17% 11.5% 142% 1,109 24.89% 2
Riversedge Advisors
3897
Riversedge Advisors
Delaware
$189M +$17.6M +10% 5.57% 71.3% 45 4.44% 0.7
Butensky & Cohen Financial Security
3898
Butensky & Cohen Financial Security
Florida
$189M +$13.2M +8% 8.92% 81% 92 1.09% 4
Sitrin Capital Management
3899
Sitrin Capital Management
California
$189M +$21M +13% 17.7% 139% 39 25.64% 1.9
CA
3900
Continental Advisors
Utah
$189M +$1.9M +1% 0.75% 73.6% 90 16.67% 3.1