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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)
Ballast Advisors
4176
Ballast Advisors
Minnesota
$228M +$14.6M +7% 6.5% 66.7% 182 4.4% 2.7
Chesapeake Wealth Management
4177
Chesapeake Wealth Management
Virginia
$228M +$9.31M +4% 8.05% 65.9% 162 6.17% 3.8
BTS Asset Management
4178
BTS Asset Management
Massachusetts
$228M +$196M +618% 3.92% 8.8% 53 60.38% 1.1
Stolper & Co
4179
Stolper & Co
Oklahoma
$228M +$25.2M +12% 14.1% 77.1% 88 11.36% 2.2
Horan Capital Advisors
4180
Horan Capital Advisors
Ohio
$228M +$21.4M +10% 8.88% 26.6% 96 12.5% 4.2
Park Edge Advisors
4181
Park Edge Advisors
Ohio
$228M – – 8.73% 61.1% 97 – 0
Carlton Hofferkamp & Jenks Wealth Management
4182
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228M +$15.9M +7% 9.59% 63.9% 137 8.03% 4.7
GFI
4183
Global Frontier Investments
South Carolina
$227M +$30.2M +15% 14.4% – 18 5.56% 1.9
BHZ Capital Management
4184
BHZ Capital Management
California
$227M -$12.6M -5% 4.78% 3.24% 135 23.7% 3
Claar Advisors
4185
Claar Advisors
New York
$227M -$8.33M -4% 7.57% 65.5% 33 6.06% 2.7
Columbus Hill Capital Management
4186
Columbus Hill Capital Management
New Jersey
$227M -$53.1M -19% 5.56% 151% 18 27.78% 2.3
LSP Investment Advisors
4187
LSP Investment Advisors
New York
$227M -$8.92M -4% 4.31% 79.5% 30 10% 1.3
SA
4188
SAM Advisors
California
$227M +$21.7M +11% 7.01% 57.5% 39 17.95% 0.8
Seafarer Capital Partners
4189
Seafarer Capital Partners
California
$227M +$18.8M +9% 6.4% 61.3% 7 14.29% 1.4
All Terrain Financial Advisors
4190
All Terrain Financial Advisors
Minnesota
$227M -$5.58M -2% 8.02% 71.1% 91 15.38% 3.1
BWCP LP
4191
BWCP LP
Texas
$227M +$34.4M +18% 15.6% 198% 21 33.33% 0.8
Sentry Investment Management
4192
Sentry Investment Management
Wisconsin
$227M +$15.7M +7% 10.1% 103% 550 16.91% 4.8
Sage Capital Advisors
4193
Sage Capital Advisors
South Dakota
$227M +$30.5M +16% 6.51% 105% 132 15.15% 2.5
PA
4194
Paragon Advisors
Texas
$226M +$30.7M +16% 3.67% 138% 77 35.06% 1.1
Tenere Capital
4195
Tenere Capital
New York
$226M +$20.3M +10% 5.62% 131% 30 53.33% 0.5
Delta Financial Group
4196
Delta Financial Group
New Jersey
$226M – – 6.44% – 181 – 0
BDA
4197
Borer Denton & Associates
Pennsylvania
$226M +$24.8M +12% 12% 44.2% 60 8.33% 0.7
G&S Capital
4198
G&S Capital
Colorado
$226M +$37.4M +20% 8.22% 85.6% 123 39.84% 1.8
Windward Private Wealth Management
4199
Windward Private Wealth Management
Kansas
$226M +$18M +9% 6.08% 35.5% 49 6.12% 1.8
Genworth Financial
4200
Genworth Financial
Virginia
$226M +$54.7M +32% 7.55% 73.6% 2 0% 1.6