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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)
Blue Zone Wealth Advisors
4176
Blue Zone Wealth Advisors
California
$321M +$31.7M +11% 6.52% 91.1% 102 17.65% 2.5
LHC
4177
Lodge Hill Capital
New York
$321M -$50.2M -14% 2.2% 17.9% 28 21.43% 1.1
O'Brien Greene & Co
4178
O'Brien Greene & Co
Pennsylvania
$321M +$5.37M +2% 8.5% 90.9% 145 10.34% 3.7
US Financial Advisors
4179
US Financial Advisors
Massachusetts
$321M +$22.9M +8% 5.74% 12.6% 88 4.55% 2.9
Ayalon Insurance Company
4180
Ayalon Insurance Company
Israel
$321M +$17.4M +6% 4.88% 99.6% 66 4.55% 4.6
Thames Capital Management
4181
Thames Capital Management
New Jersey
$321M +$65.6M +26% 11.2% 1,177% 42 50% 1.5
Georgetown University
4182
Georgetown University
District of Columbia
$321M +$18.2M +6% 3.99% 79.9% 20 15% 2.8
Heirloom Wealth Management
4183
Heirloom Wealth Management
Colorado
$321M +$12.1M +4% 2.9% 81.8% 48 4.17% 1.8
Hurlow Wealth Management Group
4184
Hurlow Wealth Management Group
Indiana
$321M +$29.3M +10% 6.7% 60.7% 123 9.76% 3.9
Pensionfund Sabic
4185
Pensionfund Sabic
Netherlands
$320M -$19.4M -6% 10.6% 63.6% 198 5.05% 4.7
Freshford Capital Management
4186
Freshford Capital Management
New York
$320M -$248M -44% 7.47% 97.3% 17 52.94% 1.2
Jones Road Capital Management
4187
Jones Road Capital Management
New York
$320M +$108M +51% 14.2% 88.5% 44 45.45% 1
Guidance Capital
4188
Guidance Capital
Kentucky
$320M +$14.4M +5% 5.66% 63.7% 176 5.68% 0.9
Glenorchy Capital
4189
Glenorchy Capital
Australia
$319M -$3.1M -1% 0.05% – 73 12.33% 0.7
Opal Wealth Advisors
4190
Opal Wealth Advisors
New York
$319M +$7.86M +3% 5.64% 62.3% 1,241 84.77% 1.7
CPH
4191
C Partners Holding
Switzerland
$319M -$30.8M -9% 10.6% 25.6% 14 7.14% 4.6
Redmond Asset Management
4192
Redmond Asset Management
Virginia
$319M +$15.1M +5% 9.12% 68.2% 163 11.04% 4.9
Endeavour Capital Advisors
4193
Endeavour Capital Advisors
Connecticut
$319M +$31.2M +11% 18.7% 76.7% 36 25% 3.7
Triune Financial Partners
4194
Triune Financial Partners
Kansas
$319M +$26.6M +9% 6.41% 66.6% 33 0% 2.4
AWA
4195
Aquire Wealth Advisors
Utah
$319M +$20.8M +7% 5.73% 60.2% 47 10.64% 2.2
SailingStone Capital Partners
4196
SailingStone Capital Partners
Texas
$318M +$35.8M +13% 1% 152% 14 0% 3.1
Platform Technology Partners
4197
Platform Technology Partners
New York
$318M +$27.5M +9% 7.7% – 246 16.67% 2.9
Mint Tower Capital Management
4198
Mint Tower Capital Management
Netherlands
$318M +$3.97M +1% 2.13% 40% 185 36.76% 0.9
Roanoke Asset Management
4199
Roanoke Asset Management
New Jersey
$318M +$14.8M +5% 4.17% 50.3% 107 5.61% 6.7
TPWM
4200
Twelve Points Wealth Management
Massachusetts
$318M +$33.5M +12% 5.11% 56.8% 188 8.51% 2.1