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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)
KCP
4076
KDI Capital Partners
North Carolina
$221M +$20.6M +10% 9.8% 77.1% 32 9.38% 3.1
DMK
4077
David M. Knott
$221M +$50.5M +30% 23.5% 81% 119 23.53% 2.9
OneAscent Wealth Management
4078
OneAscent Wealth Management
Alabama
$221M – – 10.5% 54.1% 205 – 0
Colonial River Investments
4079
Colonial River Investments
Virginia
$221M – – 14.5% 156% 134 – 0
Frank Rimerman Advisors
4080
Frank Rimerman Advisors
California
$221M – – 13.4% 149% 87 – 0
Butensky & Cohen Financial Security
4081
Butensky & Cohen Financial Security
Florida
$221M +$31.8M +17% 13% 81% 96 7.29% 4.1
Cypress Capital
4082
Cypress Capital
Tennessee
$221M +$5.1M +2% 8.22% 43.6% 107 42.99% 0.9
Ayalon Insurance Company
4083
Ayalon Insurance Company
Israel
$221M +$38.1M +21% 15.3% 99.6% 144 12.5% 2
Stordahl Capital Management
4084
Stordahl Capital Management
Colorado
$221M +$27.3M +14% 11.6% 54% 49 16.33% 2.4
Bay Harbor Wealth Management
4085
Bay Harbor Wealth Management
Maryland
$220M +$19.6M +10% 9.22% 52.9% 475 24.21% 1.2
Trinity Legacy Partners
4086
Trinity Legacy Partners
Texas
$220M +$13.1M +6% 11% 63.3% 105 37.14% 0.9
Silverleafe Capital Partners
4087
Silverleafe Capital Partners
Tennessee
$220M +$23.4M +12% 10.6% 87.7% 79 27.85% 1.3
Pinz Capital Management
4088
Pinz Capital Management
New York
$220M -$54.1M -20% 39.3% 199% 220 94.09% 0
GA
4089
GRS Advisors
Illinois
$220M +$25.4M +13% 16.8% 54.3% 38 60.53% 0.6
HMS Capital Management
4090
HMS Capital Management
Tennessee
$220M -$37.7M -15% 12.8% 140% 167 13.17% 1.3
Somerset Trust
4091
Somerset Trust
Pennsylvania
$220M +$21.2M +11% 12.7% 80.5% 128 9.38% 4
BC
4092
Belmont Capital
California
$220M -$42.4M -16% 9.31% 182% 72 29.17% 0.7
Interactive Financial Advisors
4093
Interactive Financial Advisors
Illinois
$220M +$18.5M +9% 10.9% 51.3% 167 14.37% 3.4
Continuum Advisory
4094
Continuum Advisory
Idaho
$220M +$37M +20% 11.8% 84.2% 162 11.73% 1.8
HUB Investment Partners
4095
HUB Investment Partners
Texas
$220M – – 10.2% 109% 163 – 0
44 Wealth Management
4096
44 Wealth Management
Oregon
$220M – – 13.4% – 158 – 0
Leonard Rickey Investment Advisors
4097
Leonard Rickey Investment Advisors
Washington
$220M +$59.8M +37% 12.7% 60.4% 65 12.31% 1.8
Jackson Hole Capital Partners
4098
Jackson Hole Capital Partners
Oklahoma
$220M +$29.4M +15% 13.6% 71.4% 210 11.43% 1.4
ACM
4099
Asymmetry Capital Management
California
$219M +$63.7M +41% 29.8% 300% 48 60.42% 0.4
Rollins Financial
4100
Rollins Financial
Georgia
$219M – – 12.4% – 81 – 0