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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)
BHZ Capital Management
4051
BHZ Capital Management
California
$294M +$215K +0.1% 5.33% 3.24% 153 23.53% 2.6
PI
4052
Pennant Investors
New Jersey
$294M -$58M -16% 2.95% 372% 24 29.17% 1.4
FC
4053
Fore Capital
New York
$294M +$99.4M +51% 0.81% 25.4% 65 53.85% 0.7
SIM
4054
SW Investment Management
Colorado
$294M +$42.8M +17% 5.62% 143% 10 0% 0.9
Cowen Prime Advisors
4055
Cowen Prime Advisors
New York
$294M +$25.3M +9% 13.9% 116% 175 3.43% 4.9
FCA Corp
4056
FCA Corp
Texas
$294M -$38.5M -12% 7.38% 57.4% 199 24.62% 3.3
Keystone Financial Planning
4057
Keystone Financial Planning
Ohio
$294M +$18.5M +7% 8.25% 46% 46 2.17% 4.7
Red Wave Investments
4058
Red Wave Investments
Pennsylvania
$293M +$16M +6% 5.1% 68.8% 104 10.58% 0.8
Evergreen Advisors
4059
Evergreen Advisors
Tennessee
$293M +$12.2M +4% 5% – 15 20% 1.8
Ayalon Insurance Company
4060
Ayalon Insurance Company
Israel
$293M +$15.1M +5% 9.84% 99.6% 136 5.88% 2.6
Thrive Wealth Management
4061
Thrive Wealth Management
Pennsylvania
$293M – – 9.36% 84.1% 146 – 0
Summit Wealth & Retirement Planning
4062
Summit Wealth & Retirement Planning
California
$293M +$19.3M +7% 4.38% 67.6% 100 24% 1.6
Mathes Company
4063
Mathes Company
New York
$292M +$22.8M +8% 8.84% 121% 136 12.5% 4.4
Pennsylvania Capital Management
4064
Pennsylvania Capital Management
Pennsylvania
$292M +$68.1M +30% 12.7% 90.8% 115 30.43% 0.8
Horiko Capital Management
4065
Horiko Capital Management
New York
$292M +$33.9M +13% 11.5% 275% 29 20.69% 1.9
Allied Investment Advisors
4066
Allied Investment Advisors
Montana
$292M +$27.9M +11% 9.03% 68.4% 61 8.2% 2.8
Stone House Investment Management
4067
Stone House Investment Management
Pennsylvania
$292M +$35.7M +14% 7.22% 57.9% 46 26.09% 1.4
Waypoint Wealth Partners
4068
Waypoint Wealth Partners
California
$292M +$25.1M +9% 6.59% 52.1% 50 14% 0.8
Platte River Wealth Advisors
4069
Platte River Wealth Advisors
Colorado
$292M +$21.9M +8% 11.8% 28.6% 92 10.87% 1.7
Campbell & Co Investment Adviser
4070
Campbell & Co Investment Adviser
Maryland
$292M -$14.9M -5% 5.27% 31% 892 69.51% 0.2
KRC
4071
Kehrs Ridge Capital
New Jersey
$292M -$17.8M -6% 5.99% – 43 72.09% 0.2
AFA
4072
Alta Fundamental Advisers
New York
$292M +$60.2M +26% 0.89% 199% 26 34.62% 1.3
Carrhae Capital
4073
Carrhae Capital
United Kingdom
$292M +$2.17M +0.8% 3.25% 182% 18 61.11% 0.3
Whalerock Point Partners
4074
Whalerock Point Partners
Rhode Island
$292M +$33.7M +13% 12.1% 103% 157 9.55% 4
WA
4075
Wealthstar Advisors
Texas
$291M -$39.4M -12% 7.9% – 105 28.57% 1.7