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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)
CWM
3951
Cordatus Wealth Management
Pennsylvania
$237M +$28.9M +14% 16% 108% 162 27.16% 1
WA
3952
Winfield Associates
Ohio
$237M +$26.6M +13% 11.3% 77.8% 140 13.57% 3.4
Oakview Capital Management
3953
Oakview Capital Management
Texas
$237M +$7.52M +3% 23.5% 21.2% 17 5.88% 1.9
Richard P. Slaughter Associates
3954
Richard P. Slaughter Associates
Texas
$237M +$18.3M +8% 20.3% 55.7% 104 11.54% 0.9
DG Capital Management
3955
DG Capital Management
New York
$236M +$70.2M +42% 26.2% 82% 44 56.82% 0.5
APW
3956
Aurora Private Wealth
New Jersey
$236M +$2.68M +1% 13.4% – 230 18.7% 0.7
Covenant Partners
3957
Covenant Partners
Tennessee
$236M +$29.6M +14% 19.4% 70.3% 205 19.02% 1.3
Memorial Sloan Kettering Cancer Center
3958
Memorial Sloan Kettering Cancer Center
New York
$236M – – 17.8% 14.8% 4 – 0
Paradiem
3959
Paradiem
Louisiana
$236M – – 18.8% 114% 88 – 0
Pine Ridge Advisers
3960
Pine Ridge Advisers
New York
$236M – – 12.2% 90.1% 24 – 0
Venator Capital Management
3961
Venator Capital Management
Ontario, Canada
$236M +$47.8M +25% 28.4% 154% 41 41.46% 0.6
Sutton Wealth Advisors
3962
Sutton Wealth Advisors
Florida
$236M +$29M +14% 15% 40.9% 1,261 6.03% 3.2
One01 Capital
3963
One01 Capital
California
$236M – – 42.3% 123% 17 – 0
High Note Wealth
3964
High Note Wealth
Minnesota
$235M – – 10.9% 82.8% 75 – 0
Canvas GP 1
3965
Canvas GP 1
California
$235M – – 198% – 1 – 0
ARI
3966
Applied Research Investments
Delaware
$235M +$57.7M +33% 16% – 48 18.75% 0.4
Anfield Capital Management
3967
Anfield Capital Management
California
$235M +$61.4M +35% 12.4% 65.3% 90 25.56% 0.6
Orchard Capital Management
3968
Orchard Capital Management
Illinois
$235M – – 41.3% 128% 44 – 0
Stamos Capital Partners
3969
Stamos Capital Partners
California
$234M -$34.7M -13% 18% 44.5% 77 42.86% 0.8
Strategic Investment Management
3970
Strategic Investment Management
Virginia
$234M -$66.7M -22% 15.5% 53.4% 13 15.38% 4.2
Elgethun Capital Management
3971
Elgethun Capital Management
South Dakota
$234M +$51.6M +28% 23% 60.7% 103 11.65% 2.6
Kalos Management
3972
Kalos Management
Georgia
$234M +$9.9M +4% 16.6% 48.5% 269 19.7% 1.3
SSI
3973
Scott & Selber Inc
Texas
$234M +$10.6M +5% 13.9% 202% 109 33.03% 2
Maytus Capital Management
3974
Maytus Capital Management
New York
$234M +$16.9M +8% 27.7% 442% 56 66.07% 0.3
Blume Capital Management
3975
Blume Capital Management
California
$234M +$36.6M +19% 18.8% 102% 246 13.82% 3.9