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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)
Pacific Wealth Strategies Group
4101
Pacific Wealth Strategies Group
California
$238M +$6.87M +3% 1.96% 85.3% 86 4.65% 2.6
AMI Investment Management
4102
AMI Investment Management
Indiana
$238M +$11.8M +5% 6.49% 52% 76 9.21% 3.8
HCIA
4103
Hochman Cole Investment Advisors
Illinois
$238M +$6.03M +3% 3.89% 42.7% 128 7.81% 2.8
Prudent Man Advisors
4104
Prudent Man Advisors
Illinois
$238M -$659K -0.3% 5.89% 92.5% 201 11.44% 0.6
Working Capital Advisors (UK)
4105
Working Capital Advisors (UK)
United Kingdom
$238M -$2.64M -1% 15.6% 17.1% 1 0% 0.3
KPCB XVI Associates
4106
KPCB XVI Associates
California
$238M -$36.7M -13% 13.4% – 1 0% 0.3
Fairmount Funds Management
4107
Fairmount Funds Management
Pennsylvania
$237M -$42.4M -15% 13.7% 2,136% 22 22.73% 0.7
Enterprise Bank & Trust
4108
Enterprise Bank & Trust
Massachusetts
$237M +$4.41M +2% 3.4% 65.9% 95 10.53% 1.6
Stordahl Capital Management
4109
Stordahl Capital Management
Colorado
$237M +$16.6M +8% 5.61% 54% 49 12.24% 2.7
Weld Capital Management
4110
Weld Capital Management
New York
$237M -$17.2M -7% 7.99% – 651 85.71% 0.1
Virtus ETF Advisers
4111
Virtus ETF Advisers
New York
$237M -$4.18M -2% 12.8% 191% 416 29.33% 1.5
Knightsbridge Asset Management
4112
Knightsbridge Asset Management
California
$237M +$32.3M +16% 10.2% 150% 66 28.79% 1.4
Strategic Equity Management
4113
Strategic Equity Management
Arizona
$237M +$13.5M +6% 2.91% 74.9% 31 12.9% 0.2
Bessemer Securities
4114
Bessemer Securities
New York
$236M -$2.2M -0.9% 6.05% 45% 130 41.54% 1.2
HMS Capital Management
4115
HMS Capital Management
Tennessee
$236M +$16.2M +7% 3.83% 140% 171 36.26% 1.6
Weik Capital Management
4116
Weik Capital Management
Pennsylvania
$236M +$12.8M +6% 6.35% 66.9% 115 6.96% 4.9
MWM
4117
MTC Wealth Management
Florida
$236M – – 4.26% 30.5% 14 – 0
Tobias Financial Advisors
4118
Tobias Financial Advisors
Florida
$236M +$17.1M +8% 3.54% 44.5% 71 9.86% 1
Total Wealth Planning
4119
Total Wealth Planning
Ohio
$236M +$19.5M +9% 4.52% 37.2% 42 4.76% 1.8
TCI Wealth Advisors
4120
TCI Wealth Advisors
Arizona
$236M +$12M +5% 8.32% 68.2% 2,294 32.39% 2.6
Ativo Capital Management
4121
Ativo Capital Management
Illinois
$236M +$3.44M +1% 4.8% 63.2% 135 14.07% 2.3
Black Diamond Financial
4122
Black Diamond Financial
Maryland
$236M +$17.8M +8% 5.39% 68.3% 86 10.47% 1.6
Hemington Wealth Management
4123
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 4.46% 76.1% 92 15.22% 0.2
HGI Capital Management
4124
HGI Capital Management
New York
$235M +$21.7M +10% 7.88% 47% 75 44% 0.8
Bronson Point Management
4125
Bronson Point Management
Connecticut
$235M -$17.4M -7% 6.65% 7.56% 65 58.46% 0.4