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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)
Piershale Financial Group
4051
Piershale Financial Group
Illinois
$174M +$2.09M +1% 10.7% 82% 27 48.15% 1.4
Knightsbridge Asset Management
4052
Knightsbridge Asset Management
California
$174M +$19.2M +12% 9.28% 156% 45 11.11% 1.6
Pacific Edge Advisors
4053
Pacific Edge Advisors
California
$174M +$4.21M +2% 4.35% 31.3% 36 5.56% 2.1
Legacy Financial Strategies
4054
Legacy Financial Strategies
Kansas
$174M +$44.2M +34% 7.94% 76.7% 63 11.11% 1.8
Weaver Consulting Group
4055
Weaver Consulting Group
California
$174M +$1.86M +1% 5.92% 56.4% 1,069 9.45% 1.1
AH Equity Partners III (Parallel)
4056
AH Equity Partners III (Parallel)
California
$174M -$79M -31% 16.5% 33.1% 1 0% 1.5
Meritech Capital Associates IV
4057
Meritech Capital Associates IV
California
$173M -$6.01M -3% 38.1% – 1 0% 1.8
Anfield Capital Management
4058
Anfield Capital Management
California
$173M -$79.5M -31% 7.64% 65.3% 105 46.67% 0.6
TFG Advisers
4059
TFG Advisers
Michigan
$173M +$19.3M +13% 8.25% 61.8% 178 12.36% 1.4
Horiko Capital Management
4060
Horiko Capital Management
New York
$173M +$22.4M +15% 14.1% 297% 26 0% 1.4
Houlihan Financial Resource Group
4061
Houlihan Financial Resource Group
Virginia
$173M – – 7.2% 57.1% 309 – 0.2
Gleason Group
4062
Gleason Group
Kentucky
$173M +$11.6M +7% 8.45% 69.1% 188 6.91% 0.7
Affiance Financial
4063
Affiance Financial
Minnesota
$173M -$10.8M -6% 12.4% 57.8% 138 7.25% 2.7
JW Asset Management
4064
JW Asset Management
Florida
$173M +$22.1M +15% 21.5% 251% 9 22.22% 2.7
Kestrel Investment Management
4065
Kestrel Investment Management
California
$173M +$15.7M +10% 12.2% 99.8% 45 20% 1.4
PH
4066
Pinnacle Holdings
Oklahoma
$173M -$36.6M -17% 1.69% 75.9% 239 23.01% 3.7
Pettee Investors
4067
Pettee Investors
Connecticut
$173M +$11.3M +7% 7.81% 102% 118 8.47% 3.8
SCM
4068
SCW Capital Management
Texas
$173M +$16.1M +10% 14.2% 179% 13 53.85% 0.8
J. Safra Asset Management
4069
J. Safra Asset Management
New York
$173M +$39.6M +30% 11.1% 93.8% 20 30% 1.5
Biltmore Wealth Management
4070
Biltmore Wealth Management
Arizona
$172M +$17.2M +11% 4.74% 59.8% 44 4.55% 1.9
Tillar-Wenstrup Advisors
4071
Tillar-Wenstrup Advisors
Ohio
$172M +$7.4M +4% 6.62% 27.4% 35 5.71% 1.3
Miramar Capital
4072
Miramar Capital
Illinois
$172M +$10.2M +6% 12.2% 47.3% 53 11.32% 1.3
Golden Gate Private Equity
4073
Golden Gate Private Equity
California
$172M -$110M -39% 24.5% 8.72% 23 78.26% 2.1
Bryn Mawr Capital Management
4074
Bryn Mawr Capital Management
Pennsylvania
$172M +$13.8M +9% 9.52% 81.3% 94 11.7% 2.2
Marlowe Partners
4075
Marlowe Partners
New York
$172M +$3.84M +2% 6.58% 16.3% 20 40% 0.9