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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)
IDG-Accel China Capital GP II Associates
3976
IDG-Accel China Capital GP II Associates
Hong Kong
$234M – – 42.6% – 3 – 0
Perennial Investment Advisors
3977
Perennial Investment Advisors
California
$234M +$34.1M +17% 14.1% 93.6% 187 24.06% 0.6
LSP Investment Advisors
3978
LSP Investment Advisors
New York
$233M -$144M -38% 10.1% 79.5% 15 46.67% 1.5
E Fund Management
3979
E Fund Management
China
$233M – – 20.8% – 1 – 0
Legacy Capital Wealth Partners
3980
Legacy Capital Wealth Partners
Arkansas
$233M – – 13% 70.4% 90 – 0
Patriot Financial Partners
3981
Patriot Financial Partners
Pennsylvania
$233M +$53.4M +30% 47.9% 16.6% 22 36.36% 2
Elizabeth Park Capital Advisors
3982
Elizabeth Park Capital Advisors
Ohio
$233M +$80.2M +52% 47.2% 107% 48 22.92% 1.4
Oak Harvest Investment Services
3983
Oak Harvest Investment Services
Texas
$233M – – 12.4% 120% 68 – 0
Great Point Wealth Advisors
3984
Great Point Wealth Advisors
Massachusetts
$233M +$39.2M +20% 10.8% – 53 24.53% 1.4
Enterprise Bank & Trust
3985
Enterprise Bank & Trust
Massachusetts
$233M +$20.3M +10% 8.6% 65.9% 94 9.57% 1.4
GCMG
3986
Gyroscope Capital Management Group
Florida
$233M +$12.3M +6% 13.8% 24.8% 122 14.75% 1.9
KPCB XV Associates
3987
KPCB XV Associates
California
$233M – – 27% – 4 – 0
Lapides Asset Management
3988
Lapides Asset Management
Connecticut
$233M +$50.4M +28% 36.6% 63% 75 25.33% 2.9
NWK Group
3989
NWK Group
California
$233M +$29.9M +15% 20.2% 289% 215 24.65% 0.6
JCM
3990
JD Capital Management
Connecticut
$232M -$19.2M -8% 11.7% 47.8% 28 46.43% 0.5
Soapstone Management
3991
Soapstone Management
Maryland
$232M +$28.7M +14% 32.2% 30.3% 23 26.09% 1.4
Ativo Capital Management
3992
Ativo Capital Management
Illinois
$232M +$24.2M +12% 11.5% 63.2% 130 18.46% 2.3
HCM
3993
Horrell Capital Management
Arkansas
$232M +$16.2M +8% 13.1% 55.6% 196 12.24% 4.5
HCIA
3994
Hochman Cole Investment Advisors
Illinois
$232M +$29.1M +14% 11.9% 42.7% 126 15.87% 2.8
Engine No 1 LLC
3995
Engine No 1 LLC
California
$232M – – 23.4% 536% 12 – 0
Walkner Condon Financial Advisors
3996
Walkner Condon Financial Advisors
Wisconsin
$232M +$45.2M +24% 9.86% 62.6% 144 22.92% 0.5
Platte River Wealth Advisors
3997
Platte River Wealth Advisors
Colorado
$232M +$37.8M +19% 11.2% 28.6% 91 13.19% 0.9
Financial Consulate
3998
Financial Consulate
Maryland
$232M +$21.2M +10% 11.7% 61.4% 116 16.38% 2.7
Xcel Wealth Management
3999
Xcel Wealth Management
Florida
$232M +$37.2M +19% 17.5% 98.8% 120 11.67% 1.2
FVCM
4000
F&V Capital Management
Florida
$232M +$26.1M +13% 15.3% 123% 65 10.77% 4.2