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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)
Psagot Value Holdings
4176
Psagot Value Holdings
Israel
$240M -$98.9M -29% 13.2% 45.9% 637 65.31% 1.5
Verde Capital Management
4177
Verde Capital Management
Michigan
$240M +$30.5M +15% 13.4% 80.3% 40 5% 2.3
Chesapeake Wealth Management
4178
Chesapeake Wealth Management
Virginia
$240M +$11.4M +5% 6.88% 74.9% 157 3.18% 4
Nextech Invest
4179
Nextech Invest
Switzerland
$240M -$11.8M -5% 12.1% 982% 14 14.29% 1.2
Blueshift Asset Management
4180
Blueshift Asset Management
New Jersey
$239M +$23.8M +11% 8.32% 41.1% 487 68.99% 0.3
Clare Market Investments
4181
Clare Market Investments
Texas
$239M +$25.9M +12% 16.5% – 143 27.97% 2.1
Whitener Capital Management
4182
Whitener Capital Management
North Carolina
$239M +$10.3M +5% 6.06% 113% 141 7.09% 3.8
Navalign LLC
4183
Navalign LLC
California
$239M -$3.32M -1% 6.81% 58.7% 128 12.5% 1.8
Sapphire Ventures
4184
Sapphire Ventures
Texas
$239M -$46.1M -16% 22.6% 7.75% 10 10% 1.8
Drive Wealth Management
4185
Drive Wealth Management
Utah
$239M +$38.8M +19% 5.42% 105% 321 31.15% 0.6
Reverence Capital Partners
4186
Reverence Capital Partners
New York
$239M +$1.83M +0.8% 11.8% 17.1% 2 0% 0.8
True Wealth Design
4187
True Wealth Design
Ohio
$238M +$22.4M +10% 4.76% 57% 900 15.11% 0.2
Oakview Capital Management
4188
Oakview Capital Management
Texas
$238M +$4.71M +2% 1.69% 21.2% 18 16.67% 2.1
TA
4189
TrueWealth Advisors
Alabama
$238M +$9.8M +4% 2.11% 60.9% 197 15.23% 1.4
Breakwater Capital Group
4190
Breakwater Capital Group
New Jersey
$238M +$47.2M +25% 5.43% 67.4% 192 16.15% 0.2
Jackson Creek Investment Advisors
4191
Jackson Creek Investment Advisors
Colorado
$238M +$13.3M +6% 9.28% 245% 385 47.01% 0.7
First Sabrepoint Capital Management
4192
First Sabrepoint Capital Management
Texas
$238M +$34.1M +17% 6.7% 218% 33 42.42% 1
WFA
4193
Wade Financial Advisory
California
$238M +$17.3M +8% 6.65% 15.9% 82 15.85% 2.3
Canvas Wealth Advisors
4194
Canvas Wealth Advisors
Kansas
$238M -$1.12M -0.5% 12.1% 133% 162 26.54% 1.2
TIFF Advisory Services
4195
TIFF Advisory Services
Pennsylvania
$238M -$8.55M -3% 1.7% 84.2% 26 42.31% 0.9
Private Wealth Advisors (California)
4196
Private Wealth Advisors (California)
California
$238M -$59.4M -20% 4.88% 63.6% 91 20.88% 2.4
Marathon Asset Management (New York)
4197
Marathon Asset Management (New York)
New York
$238M -$36.7M -13% 2.5% 490% 13 38.46% 2.1
DI
4198
Disciplined Investments
Oklahoma
$237M +$33M +16% 3.87% 54.1% 1,724 7.66% 1.3
Heathbridge Capital Management
4199
Heathbridge Capital Management
Ontario, Canada
$237M -$23.4M -9% 2.48% 73.6% 31 6.45% 5
Astoria Portfolio Advisors
4200
Astoria Portfolio Advisors
New York
$237M +$23.4M +11% 3.72% 80.2% 226 28.76% 0.7