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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)
Invenomic Capital Management
3976
Invenomic Capital Management
Massachusetts
$182M +$46.4M +34% 4.54% 6.61% 191 46.6% 0.4
WEO
3977
William E. Oberndorf
$181M -$20.2M -10% 7.94% 36.2% 7 14.29% 2.3
Boyd Watterson Asset Management
3978
Boyd Watterson Asset Management
Ohio
$181M +$33.6M +23% 7.88% 116% 127 18.11% 4
Guidance Point Advisors
3979
Guidance Point Advisors
Massachusetts
$181M +$1.47M +0.8% 4.4% 71.8% 82 10.98% 1.3
Strategic Vision Investment
3980
Strategic Vision Investment
Hong Kong
$181M -$12.6M -6% 16.5% 95.6% 24 50% 0.5
Whalerock Point Partners
3981
Whalerock Point Partners
Rhode Island
$181M +$11.8M +7% 11.3% 103% 131 10.69% 3.9
Infrastructure Capital Advisors
3982
Infrastructure Capital Advisors
New York
$181M -$39.6M -18% 11.3% 52% 84 71.43% 1.2
IRON Financial
3983
IRON Financial
Illinois
$181M -$13M -7% 6.39% 60.6% 122 25.41% 2.2
MilWealth Group
3984
MilWealth Group
Wisconsin
$181M +$12.3M +7% 4.82% 39.6% 69 10.14% 1.4
Delta Financial Advisors
3985
Delta Financial Advisors
Louisiana
$181M +$10.9M +6% 8.22% 107% 106 5.66% 1.1
EnerVest
3986
EnerVest
Texas
$180M -$31.1M -15% 14.7% 20.5% 1 0% 1.8
Lowe Wealth Advisors
3987
Lowe Wealth Advisors
Maryland
$180M +$10.4M +6% 6.08% 63.3% 299 10.03% 3.6
Garrison Point Capital
3988
Garrison Point Capital
California
$180M +$29.9M +20% 1.43% – 21 14.29% 0.2
Towerpoint Wealth
3989
Towerpoint Wealth
California
$180M +$19.3M +12% 4.6% 67.7% 69 11.59% 1.7
Procyon Advisors
3990
Procyon Advisors
Connecticut
$180M -$8.38M -4% 9.31% 92.3% 1,205 82.9% 0.7
Patriot Financial Partners
3991
Patriot Financial Partners
Pennsylvania
$180M -$13.4M -7% 11.5% 16.6% 26 26.92% 1.5
PhiloSmith Capital
3992
PhiloSmith Capital
Connecticut
$180M +$3.25M +2% 2.2% 47% 35 0% 2.9
Boltwood Capital Management
3993
Boltwood Capital Management
California
$179M +$13.6M +8% 7.29% 63% 143 11.89% 4.2
Ceeto Capital Group
3994
Ceeto Capital Group
Florida
$179M +$24.7M +16% 12.9% 94.4% 142 11.27% 2.1
DeDora Capital
3995
DeDora Capital
California
$179M +$13.2M +8% 11.8% 91.2% 100 18% 1.9
Biltmore Family Office
3996
Biltmore Family Office
North Carolina
$179M +$13M +8% 7.99% 99% 182 12.64% 1.9
CAMG Solamere Management
3997
CAMG Solamere Management
North Carolina
$179M -$2.45M -1% 8.33% 51.7% 120 10% 1.9
Hayek Kallen Investment Management
3998
Hayek Kallen Investment Management
Alabama
$179M +$2.35M +1% 9.95% 71.9% 71 8.45% 4.9
Maso Capital Partners
3999
Maso Capital Partners
Hong Kong
$179M -$69M -28% 18.6% 8.67% 31 61.29% 0.7
ETI
4000
Enterprise Trust & Investment
California
$179M +$11.3M +7% 8.59% 58.6% 195 4.1% 1.1