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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)
Cowen Investment Management
3926
Cowen Investment Management
New York
$259M +$42.1M +19% 3.5% 1.87% 283 81.27% 0.1
CRA Financial Services
3927
CRA Financial Services
New Jersey
$258M +$20.5M +9% 4.8% 91.9% 184 13.04% 1.5
Jacob Asset Management of New York
3928
Jacob Asset Management of New York
California
$258M +$126M +95% 23.3% 22.7% 83 24.1% 1
MKC
3929
M. Kraus & Co
Vermont
$258M +$18.1M +8% 5.1% 65.9% 72 13.89% 3.8
Elevated Capital Advisors
3930
Elevated Capital Advisors
Utah
$258M +$26.8M +12% 2.55% 50.2% 182 21.98% 1.2
KCP
3931
KDI Capital Partners
North Carolina
$258M +$36.4M +16% 4.79% 77.1% 32 9.38% 3.5
High Note Wealth
3932
High Note Wealth
Minnesota
$257M +$21.9M +9% 4.66% 82.8% 81 7.41% 0.2
Walkner Condon Financial Advisors
3933
Walkner Condon Financial Advisors
Wisconsin
$257M +$25.4M +11% 3.27% 62.6% 169 23.67% 0.6
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
$257M +$18.9M +8% 5.15% 54.8% 578 15.4% 1.2
Friess Associates
3935
Friess Associates
Delaware
$257M -$1.1B -81% 24.4% 256% 129 54.26% 0.6
Elgethun Capital Management
3936
Elgethun Capital Management
South Dakota
$257M +$22.8M +10% 11.6% 61.5% 102 2.94% 2.8
NME
3937
Notis-McConarty Edward
$257M +$11.2M +5% 4.76% 91.2% 97 4.12% 5.5
Rezny Wealth Management
3938
Rezny Wealth Management
Florida
$257M +$16.8M +7% 6.61% 99.6% 14 14.29% 2.3
Opes Wealth Management
3939
Opes Wealth Management
California
$256M +$48.8M +24% 3.77% 54.1% 86 16.28% 1.1
Raab & Moskowitz Asset Management
3940
Raab & Moskowitz Asset Management
New Jersey
$256M +$12.6M +5% 4.63% 84.7% 152 3.95% 4.3
Alpha Paradigm Partners
3941
Alpha Paradigm Partners
Illinois
$256M -$32.7M -11% 16.3% – 689 72.13% 0.1
Marino Stram & Associates
3942
Marino Stram & Associates
Massachusetts
$256M +$30.7M +14% 7.58% 72.2% 138 12.32% 1.9
Ayalon Insurance Company
3943
Ayalon Insurance Company
Israel
$256M +$35.2M +16% 7.2% 99.6% 169 24.85% 1.9
Clear Perspective Advisors
3944
Clear Perspective Advisors
Illinois
$256M +$11M +4% 6.28% 88.5% 168 25% 2.2
Hidden Lake Asset Management
3945
Hidden Lake Asset Management
New York
$256M +$281K +0.1% 6.8% 849% 34 88.24% 0.1
Souders Financial Advisors
3946
Souders Financial Advisors
Ohio
$255M +$25.9M +11% 6.46% 59.8% 131 21.37% 0.7
Muzinich & Co
3947
Muzinich & Co
New York
$255M +$12.2M +5% 15.3% 13.5% 61 42.62% 3.4
WESPAC Advisors SoCal
3948
WESPAC Advisors SoCal
California
$255M +$2.96M +1% 3.1% 135% 85 27.06% 2.6
Pine Ridge Advisers
3949
Pine Ridge Advisers
New York
$255M +$18.9M +8% 5.28% 90.1% 25 8% 0.2
Old Port Advisors
3950
Old Port Advisors
Maine
$255M +$24.7M +11% 7.7% 114% 221 17.19% 1.9