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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)
One Wealth Advisors
3901
One Wealth Advisors
California
$261M +$76.8M +42% 6.38% 66% 174 36.78% 0.9
CWM
3902
Cordatus Wealth Management
Pennsylvania
$261M +$24.1M +10% 5.87% 108% 158 17.09% 1.1
Arkos Global Advisors
3903
Arkos Global Advisors
Texas
$261M +$16.1M +7% 2.19% 43.6% 89 7.87% 1.2
Norwest Venture Partners XIII
3904
Norwest Venture Partners XIII
California
$260M -$18.9M -7% 6.77% – 1 0% 0.3
LJHT
3905
Laurie J. Hall Trustee
$260M +$13.5M +5% 5.32% 105% 357 8.68% 4.2
BRCA
3906
Birch Run Capital Advisors
Texas
$260M +$49.4M +23% 27.8% 8.22% 26 0% 2.5
OFCM
3907
One Fin Capital Management
California
$260M +$44.8M +21% 34.8% 92% 33 60.61% 0.3
AGC
3908
Alden Global Capital
Florida
$260M -$68.1M -21% 45.8% 99.8% 39 76.92% 0.3
TRB Advisors
3909
TRB Advisors
New York
$260M +$37M +17% 1.09% 76.1% 16 50% 1.9
Timber Creek Capital Management
3910
Timber Creek Capital Management
Massachusetts
$260M +$34.7M +15% 6.33% 139% 128 7.03% 4.7
Exane Asset Management
3911
Exane Asset Management
France
$260M +$120M +86% 0.41% 74.5% 26 69.23% 0.4
Globe Life
3912
Globe Life
Texas
$260M +$14.7M +6% 6% 67.5% 1 0% 4.3
LIC
3913
Laurus Investment Counsel
Canada
$260M +$2.64M +1% 10.4% 14.1% 48 4.17% 1.9
Stuart Chaussee & Associates
3914
Stuart Chaussee & Associates
California
$260M +$11.5M +5% 2.38% 58.6% 298 72.82% 0.8
Maso Capital Partners
3915
Maso Capital Partners
Hong Kong
$260M -$107M -29% 0.35% 8.67% 71 74.65% 0.4
HA
3916
Hamel Associates
New Jersey
$259M +$15.2M +6% 5.74% 59.4% 74 13.51% 4.8
Roof Eidam Maycock Peralta (REMP)
3917
Roof Eidam Maycock Peralta (REMP)
California
$259M +$2.36M +0.9% 3.97% 62.3% 104 17.31% 3.8
Meridian Investment Counsel
3918
Meridian Investment Counsel
California
$259M +$22.4M +9% 9.79% 116% 197 6.09% 4.7
Eldridge Investment Advisors
3919
Eldridge Investment Advisors
New Hampshire
$259M +$19.7M +8% 4.75% 50.9% 114 7.89% 2
Mathes Company
3920
Mathes Company
New York
$259M +$12.7M +5% 7.14% 121% 127 7.09% 4.2
Shepherd Kaplan Krochuk
3921
Shepherd Kaplan Krochuk
Massachusetts
$259M -$11.8M -4% 8.37% 38.5% 203 17.73% 2.2
Tamar Securities
3922
Tamar Securities
California
$259M +$82.7M +47% 6.62% 101% 57 26.32% 0.5
American National Registered Investment Advisor
3923
American National Registered Investment Advisor
Texas
$259M +$7.98M +3% 5.39% 95.8% 237 6.33% 4.8
EFL
3924
ERn Financial LLC
Wisconsin
$259M +$15.6M +6% 4.75% 61.2% 96 9.38% 1.4
Bedel Financial Consulting
3925
Bedel Financial Consulting
Indiana
$259M +$33.1M +15% 7.28% 97.4% 997 15.35% 2.1