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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)
Schwarz Dygos Wheeler Investment Advisors
4026
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$177M +$23.5M +15% 15% 74% 107 11.21% 1.2
Affinity Capital Advisors
4027
Affinity Capital Advisors
California
$177M +$23.8M +16% 8.56% 72.7% 108 12.96% 0.6
Horan Capital Advisors
4028
Horan Capital Advisors
Ohio
$177M +$27.7M +19% 10% 26.6% 305 74.43% 0.9
Cobalt Capital Management
4029
Cobalt Capital Management
New Jersey
$176M +$1.52M +0.9% 6.64% 235% 40 75% 0.4
Aries Wealth Management
4030
Aries Wealth Management
Maine
$176M +$12.4M +8% 7.26% 87.7% 154 8.44% 2
Rutabaga Capital Management
4031
Rutabaga Capital Management
Massachusetts
$176M -$7M -4% 7.71% 57% 49 6.12% 2.9
IBOK
4032
Independence Bank of Kentucky
Kentucky
$176M +$21.6M +14% 7.87% 94.3% 380 12.63% 2
Verde Capital Management
4033
Verde Capital Management
Michigan
$176M +$23.1M +15% 6.68% 80.3% 49 30.61% 0.5
PCMK
4034
Paragon Capital Management (Kansas)
Kansas
$176M +$16.1M +10% 12.3% 87.5% 56 14.29% 4.4
Voss Capital
4035
Voss Capital
Texas
$175M +$25.7M +17% 18.2% 78.4% 60 43.33% 0.3
Concorde Asset Management
4036
Concorde Asset Management
Michigan
$175M +$55.8M +47% 8.7% – 191 43.46% 1.3
Silver Rock Financial
4037
Silver Rock Financial
California
$175M +$85.7M +96% 14.2% 2.58% 20 35% 1.3
Morgens Waterfall Vintiadis & Co
4038
Morgens Waterfall Vintiadis & Co
New York
$175M +$19.4M +12% 20.2% 594% 35 28.57% 1.7
QVR
4039
QVR
California
$175M -$118M -40% 3.17% – 16 50% 0.8
Ballast Inc
4040
Ballast Inc
Kentucky
$175M +$16M +10% 8.02% 71.3% 96 11.46% 2.1
Mokosak Advisory Group
4041
Mokosak Advisory Group
Iowa
$175M +$11.1M +7% 6.01% 59.2% 22 4.55% 1.2
Radnor Financial Advisors
4042
Radnor Financial Advisors
Pennsylvania
$175M +$7.63M +5% 9.24% 3.04% 18 0% 0.7
Robinson Capital Management
4043
Robinson Capital Management
Michigan
$175M -$102M -37% 1.76% 7.8% 104 37.5% 1.5
Campbell Capital Management
4044
Campbell Capital Management
Florida
$175M +$31.2M +22% 6% – 49 18.37% 0.9
Harvest Investment Services
4045
Harvest Investment Services
Illinois
$174M +$5.69M +3% 9.33% 282% 249 32.13% 0.6
Ullmann Wealth Partners Group
4046
Ullmann Wealth Partners Group
Florida
$174M +$12M +7% 8.39% 68% 72 15.28% 2.2
Cornell Pochily Investment Advisors
4047
Cornell Pochily Investment Advisors
New York
$174M +$13.2M +8% 9.56% 97% 148 11.49% 2.1
FountainVest China Capital Partners GP3
4048
FountainVest China Capital Partners GP3
Cayman Islands
$174M +$17.9M +11% 11.5% 96.7% 1 0% 0.8
Modus Advisors
4049
Modus Advisors
Minnesota
$174M +$20.7M +14% 8.6% 89.5% 230 65.65% 0.6
Neumann Capital Management
4050
Neumann Capital Management
California
$174M +$10.6M +6% 7.18% 89.9% 74 5.41% 4.8