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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)
Aprio Wealth Management
4176
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 1.14% 66.1% 95 31.58% 1.2
QCI
4177
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 14.2% 107% 23 13.04% 3
Wynnefield Capital
4178
Wynnefield Capital
New York
$262M -$18.1M -6% 7.42% 52.1% 22 4.55% 3.8
TEC
4179
Tiger Eye Capital
Tennessee
$262M -$101M -28% 7.58% 116% 60 33.33% 2.5
Physicians Financial Services
4180
Physicians Financial Services
North Carolina
$262M -$8.47M -3% 2.39% 116% 120 5.83% 4.5
Collective Family Office
4181
Collective Family Office
Pennsylvania
$262M +$7.75M +3% 2.89% 52.5% 201 16.42% 1
InterWest Venture Management
4182
InterWest Venture Management
California
$262M +$92.6M +55% 28.3% 57.6% 10 20% 3
MilWealth Group
4183
MilWealth Group
Wisconsin
$261M -$8.43M -3% 5.64% 39.6% 161 52.17% 2
Conrad N. Hilton Foundation
4184
Conrad N. Hilton Foundation
California
$261M -$52.9M -17% 5.21% – 9 66.67% 0.5
Trust Company of Oklahoma
4185
Trust Company of Oklahoma
Oklahoma
$261M -$34.7M -12% 3.48% 101% 127 7.09% 5.4
Tenere Capital
4186
Tenere Capital
New York
$261M +$9.22M +4% 7.87% 131% 34 58.82% 0.2
Ford Financial Group
4187
Ford Financial Group
California
$261M -$243M -48% 3.92% 47.7% 565 80% 1.9
Cisco Systems
4188
Cisco Systems
California
$261M +$34.2M +15% 5.26% 210% 6 83.33% 0.1
EMJ Capital
4189
EMJ Capital
Ontario, Canada
$261M +$75.9M +41% 0.98% – 43 76.74% 0.1
Avalon Capital Management
4190
Avalon Capital Management
California
$261M +$33.6M +15% 1.32% 163% 82 40.24% 1
3G Capital Partners
4191
3G Capital Partners
New York
$260M -$210M -45% 23.5% 351% 11 54.55% 2.1
Financial Consulate
4192
Financial Consulate
Maryland
$260M -$28M -10% 7.02% 61.4% 147 16.33% 3.2
WT Wealth Management
4193
WT Wealth Management
Arizona
$260M -$12.1M -4% 5.57% 72% 129 13.18% 1.7
LJHT
4194
Laurie J. Hall Trustee
$260M -$22.1M -8% 6.21% 105% 333 4.8% 5
HIM
4195
Hotaling Investment Management
Pennsylvania
$260M -$27.8M -10% 4.61% 52.6% 147 23.81% 2
Permit Capital Advisors
4196
Permit Capital Advisors
Pennsylvania
$260M – – 3.42% – 114 – 0
TMD Wealth Management
4197
TMD Wealth Management
Arizona
$260M -$8.69M -3% 4.42% 2.41% 53 18.87% 1
FCPV
4198
FS Capital Partners VI
California
$260M -$145M -36% 35.8% – 1 0% 0.3
HPS Investment Partners
4199
HPS Investment Partners
New York
$260M -$3.68M -1% 13.6% 55.9% 9 11.11% 0.6
HPC
4200
Hobart Private Capital
North Carolina
$260M -$7.12M -3% 5.01% 60% 42 11.9% 1.8