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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)
Canal Insurance Company
3926
Canal Insurance Company
South Carolina
$240M -$9.49M -4% 11.9% 114% 73 19.18% 4.2
Eldridge Investment Advisors
3927
Eldridge Investment Advisors
New Hampshire
$239M +$27M +13% 10.6% 55% 112 10.71% 1.9
Independent Family Office
3928
Independent Family Office
New York
$239M +$28.6M +14% 15% 80.5% 67 16.42% 0.8
Invus Financial Advisors
3929
Invus Financial Advisors
New York
$239M +$31.4M +15% 28.8% 29.5% 6 0% 0.9
SAM
3930
Security Asset Management
New York
$239M +$76.6M +47% 13.8% 67.4% 87 9.2% 3.9
Clare Market Investments
3931
Clare Market Investments
Texas
$239M +$34.8M +17% 16.8% – 137 33.58% 0.9
Prudent Man Advisors
3932
Prudent Man Advisors
Illinois
$239M +$50.1M +27% 13.5% 92.5% 186 17.2% 0.4
Ecofin Advisors
3933
Ecofin Advisors
United Kingdom
$239M +$32M +15% 25.8% 77% 34 23.53% 2.7
Wakefield Asset Management
3934
Wakefield Asset Management
Colorado
$239M +$26.1M +12% 16% 147% 195 40% 0.7
Bessemer Securities
3935
Bessemer Securities
New York
$239M +$23.7M +11% 12% 45% 88 7.95% 1.7
CAGAS
3936
Capital Advisory Group Advisory Services
Minnesota
$238M +$45.4M +24% 13.6% 54.8% 578 16.44% 1
Strategic Wealth Partners
3937
Strategic Wealth Partners
Ohio
$238M +$40.5M +20% 11.4% – 183 19.67% 1.3
American Financial Group Inc 401(K) Retirement & Savings Plan
3938
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$238M +$54.9M +30% 30.8% 22.5% 1 0% 7.5
Schoolcraft Capital
3939
Schoolcraft Capital
Colorado
$238M +$25.7M +12% 12.2% 58.7% 50 8% 1.4
CCM
3940
CWH Capital Management
Washington
$238M +$18.2M +8% 14.1% 29.9% 97 12.37% 2
CRA Financial Services
3941
CRA Financial Services
New Jersey
$238M +$28.7M +14% 12.3% 91.9% 166 15.66% 1.5
CAZ Investments
3942
CAZ Investments
Texas
$238M +$161M +209% 26.8% 263% 47 27.66% 1
First Ascent Asset Management
3943
First Ascent Asset Management
Colorado
$237M +$53.1M +29% 9.99% 4.15% 28 14.29% 0.8
MJP Associates
3944
MJP Associates
Connecticut
$237M – – 10.8% 69.1% 120 – 0
Y-Intercept (HK)
3945
Y-Intercept (HK)
Hong Kong
$237M – – 21.8% 41.6% 490 – 0
Arlington Financial Advisors
3946
Arlington Financial Advisors
California
$237M +$41.9M +21% 22.6% 67.6% 62 11.29% 1.8
Laffer Tengler Investments
3947
Laffer Tengler Investments
Tennessee
$237M +$37.1M +19% 8.34% 104% 321 24.3% 1
Nixon Peabody Trust
3948
Nixon Peabody Trust
Massachusetts
$237M +$19.9M +9% 11.5% 101% 75 13.33% 3.4
Meridian Investment Counsel
3949
Meridian Investment Counsel
California
$237M +$30.6M +15% 16.1% 116% 190 8.42% 4.7
TFC Financial Management
3950
TFC Financial Management
Massachusetts
$237M +$34.8M +17% 12.7% 66.9% 609 11.17% 0.2