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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)
MPEM
4026
Marathon Partners Equity Management
New York
$228M +$9.8M +4% 32.9% – 16 43.75% 2.1
Cowbird Capital
4027
Cowbird Capital
New York
$228M +$72.8M +47% 50.6% 21.3% 16 56.25% 0.5
Peterson Wealth Advisors
4028
Peterson Wealth Advisors
Utah
$227M +$32M +16% 13% 50.9% 50 12% 2
Bellwether Advisors
4029
Bellwether Advisors
Nebraska
$227M – – 11.9% 128% 345 – 0
Citizens & Northern Corp
4030
Citizens & Northern Corp
Pennsylvania
$227M +$39.3M +21% 12.9% 84.6% 101 4.95% 4.4
Fairhaven Wealth Management
4031
Fairhaven Wealth Management
Illinois
$227M +$58.2M +34% 14.9% – 122 22.13% 1.1
WA
4032
Wealth Advisors
California
$227M +$12.4M +6% 11.7% 40% 90 20% 0.7
Chase Investment Counsel
4033
Chase Investment Counsel
Virginia
$227M +$26.3M +13% 14.7% 380% 112 29.46% 1.4
AMI Investment Management
4034
AMI Investment Management
Indiana
$227M +$28.7M +14% 14.1% 52% 74 8.11% 3.8
Doliver Advisors
4035
Doliver Advisors
Texas
$226M +$29M +15% 14.6% 92.3% 179 34.08% 1.5
HCM
4036
Hudson Capital Management
New Jersey
$226M +$21M +10% 11.2% 66.8% 67 7.46% 2
Cowen Prime Advisors
4037
Cowen Prime Advisors
New York
$226M +$20.2M +10% 22.7% 116% 185 10.27% 4
Parisi Gray Wealth Management
4038
Parisi Gray Wealth Management
New Jersey
$226M +$33.2M +17% 13.5% 137% 128 15.63% 2
Bedel Financial Consulting
4039
Bedel Financial Consulting
Indiana
$225M +$25.4M +13% 12.5% 97.4% 902 7.54% 2.1
Timber Creek Capital Management
4040
Timber Creek Capital Management
Massachusetts
$225M +$43.6M +24% 13.2% 139% 131 10.69% 4.5
Marino Stram & Associates
4041
Marino Stram & Associates
Massachusetts
$225M +$37.9M +20% 13% 72.2% 128 16.41% 1.8
FA
4042
Financial Advisors
Massachusetts
$225M +$34.9M +18% 12% 71.5% 83 19.28% 1.4
Beech Hill Advisors
4043
Beech Hill Advisors
New York
$225M +$22.2M +11% 14.4% 117% 96 17.71% 2.8
Norman Fields Gottscho Capital Management
4044
Norman Fields Gottscho Capital Management
New York
$225M +$21.4M +11% 12.8% 96.9% 65 13.85% 3.8
Scion Asset Management
4045
Scion Asset Management
California
$225M -$106M -32% 28.4% 1.91% 44 72.73% 0.2
West Paces Advisors
4046
West Paces Advisors
Georgia
$225M +$29M +15% 14.5% 57.7% 422 4.5% 3.5
Quadrant Private Wealth Management
4047
Quadrant Private Wealth Management
Pennsylvania
$225M +$25.8M +13% 16.3% 100% 188 8.51% 1.5
SWS Partners
4048
SWS Partners
Ohio
$224M +$24.8M +12% 17.3% 127% 123 17.89% 1.1
SA
4049
SoftVest Advisors
Texas
$224M +$8.12M +4% 63.7% 178% 9 22.22% 0.7
Miramar Capital
4050
Miramar Capital
Illinois
$224M +$52M +30% 11.1% 47.3% 74 35.14% 1.1