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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)
S.R. Schill & Associates
4126
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 9.64% 42.7% 91 25.27% 2.5
Cincinnati Specialty Underwriters Insurance
4127
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 13.5% 137% 37 0% 4.8
RB Capital Management
4128
RB Capital Management
Nevada
$217M +$3.76M +2% 11.7% 79.4% 154 10.39% 2.5
Prosight Management
4129
Prosight Management
Texas
$216M +$6.19M +3% 15.9% 53.4% 62 56.45% 0.8
Cowen Investment Management
4130
Cowen Investment Management
New York
$216M -$21.4M -9% 9.88% 1.87% 198 70.71% 0.1
Monument Capital Management
4131
Monument Capital Management
Virginia
$216M +$26.8M +14% 10.7% 170% 99 15.15% 1.5
Total Wealth Planning
4132
Total Wealth Planning
Ohio
$216M +$23.6M +12% 10.8% 37.2% 42 4.76% 1.5
Hemington Wealth Management
4133
Hemington Wealth Management
Virginia
$216M – – 13.9% 76.1% 81 – 0
Riversedge Advisors
4134
Riversedge Advisors
Delaware
$216M +$26.8M +14% 11.8% 71.3% 50 12% 0.9
Kowal Investment Group
4135
Kowal Investment Group
Wisconsin
$215M – – 11.4% 21.1% 90 – 0
OFCM
4136
One Fin Capital Management
California
$215M +$59.4M +38% 24.2% 92% 30 70% 0.4
West Oak Capital
4137
West Oak Capital
California
$215M +$33.4M +18% 10.8% 110% 357 15.13% 3.9
Radnor Financial Advisors
4138
Radnor Financial Advisors
Pennsylvania
$215M +$40.6M +23% 17.3% 3.04% 21 14.29% 0.8
Blue Ridge Capital
4139
Blue Ridge Capital
New York
$215M – – 148% – 1 – 0
Guardian Life Insurance
4140
Guardian Life Insurance
New York
$215M – – 2.54% – 1 – 0
SimpliFi Inc
4141
SimpliFi Inc
California
$215M +$13.8M +7% 6.99% 27.9% 26 26.92% 1.4
HIM
4142
Hotaling Investment Management
Pennsylvania
$214M +$29.4M +16% 13.2% 52.6% 120 17.5% 1.3
BHK Investment Advisors
4143
BHK Investment Advisors
Alabama
$214M +$36.6M +21% 13.9% 58.8% 63 7.94% 2.2
Thomas J. Herzfeld Advisors
4144
Thomas J. Herzfeld Advisors
Florida
$214M +$64.1M +43% 18.8% 12.7% 313 23.64% 1.9
Bison Wealth
4145
Bison Wealth
Georgia
$214M +$43.8M +26% 12.8% 37.4% 423 14.66% 2
Tinicum
4146
Tinicum
New York
$214M +$50.2M +31% 31.2% 21.1% 2 0% 4.6
Atlanta Financial Associates
4147
Atlanta Financial Associates
Georgia
$214M +$19.4M +10% 9.25% – 78 15.38% 0.6
Windward Private Wealth Management
4148
Windward Private Wealth Management
Kansas
$214M – – 9.12% 38.5% 43 – 0
Peregrine Asset Advisers
4149
Peregrine Asset Advisers
Oregon
$214M +$32M +18% 10.5% 189% 143 43.36% 1.7
PWP
4150
Personal Wealth Partners
Minnesota
$214M +$23.2M +12% 13.2% 37.2% 74 14.86% 1.2