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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)
Acima Private Wealth
4151
Acima Private Wealth
Virginia
$166M +$11M +7% 7.41% 51.1% 247 10.93% 1.5
DC
4152
DPM Capital
Florida
$166M +$1.36M +0.8% 7.43% 110% 10 20% 0.6
Northwestern University
4153
Northwestern University
Illinois
$166M +$13.8M +9% 16% 28.2% 6 16.67% 2.8
HA
4154
HYA Advisors
Missouri
$166M +$13.6M +9% 4.56% – 127 13.39% 0.6
LP
4155
LGL Partners
Pennsylvania
$166M +$4.67M +3% 6.95% 68.9% 95 5.26% 2.1
LFM
4156
Lumina Fund Management
New York
$165M -$5.95M -3% 9.8% 28.1% 34 23.53% 1.8
Allred Capital Management
4157
Allred Capital Management
Texas
$165M +$7.72M +5% 8.58% 73.5% 172 12.79% 1.4
Round Hill Asset Management
4158
Round Hill Asset Management
California
$165M +$6.94M +4% 8.07% 43.2% 61 11.48% 3.1
HCM
4159
Highlander Capital Management
New Jersey
$165M +$6.53M +4% 7.42% 34.4% 643 10.89% 4.2
HM Capital Management
4160
HM Capital Management
Missouri
$165M +$12M +8% 8.05% 29.6% 38 13.16% 4.5
Excalibur Management
4161
Excalibur Management
Massachusetts
$165M +$14.8M +10% 7.17% 93% 146 20.55% 2.6
AMC
4162
Asset Management Corp
Illinois
$165M +$8.03M +5% 8.81% 57.1% 163 25.77% 0.5
LBC
4163
Lawrence B. Cohen
$165M +$14.7M +10% 10.4% 41.8% 74 4.05% 4.6
Lloyd Advisory Services
4164
Lloyd Advisory Services
Georgia
$165M +$5.45M +3% 3.64% 51.1% 408 38.97% 0.5
Guinness Atkinson Asset Management
4165
Guinness Atkinson Asset Management
California
$164M +$9.8M +6% 12.8% 148% 81 1.23% 3.5
Omega Financial Group
4166
Omega Financial Group
California
$164M +$8.92M +6% 4.3% 47% 63 9.52% 1.4
WealthBridge Investment Counsel
4167
WealthBridge Investment Counsel
Alberta, Canada
$164M +$13.5M +9% 10.2% 106% 34 0% 0.7
Sage Capital Advisors
4168
Sage Capital Advisors
South Dakota
$164M +$8.29M +5% 7.95% 105% 109 14.68% 1.8
Berkeley Capital Partners
4169
Berkeley Capital Partners
Georgia
$164M +$1.55M +1% 6.02% 62.8% 117 23.08% 2.7
Tinicum
4170
Tinicum
New York
$164M +$3.36M +2% 2.13% 21.1% 2 0% 4.4
WAM
4171
Westport Asset Management
Connecticut
$164M +$7.23M +5% 6.26% 64.2% 77 5.19% 3.6
Geneva Partners
4172
Geneva Partners
Wisconsin
$164M +$20.9M +15% 13.2% 417% 99 39.39% 1.3
Vantage Financial Partners (Illinois)
4173
Vantage Financial Partners (Illinois)
Illinois
$164M +$4.32M +3% 6.55% 13.1% 83 21.69% 1.8
Platform Technology Partners
4174
Platform Technology Partners
New York
$163M +$20.8M +15% 9.91% – 219 16.44% 0.6
Peddock Capital Advisors
4175
Peddock Capital Advisors
Massachusetts
$163M +$4.67M +3% 5.92% 113% 107 8.41% 4.7