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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)
Wynnefield Capital
4201
Wynnefield Capital
New York
$161M +$25M +18% 21.9% 52.1% 26 19.23% 4.1
I2I
4202
Insight 2811 Inc
Illinois
$161M +$9.24M +6% 3.11% 31.3% 73 19.18% 3.5
Ballast Advisors
4203
Ballast Advisors
Minnesota
$160M +$19.9M +14% 8.28% 66.7% 176 13.07% 0.6
Hollow Brook Wealth Management
4204
Hollow Brook Wealth Management
New York
$160M +$29.8M +23% 7.21% 97.8% 47 14.89% 3.6
Diker Management
4205
Diker Management
New York
$160M +$22.6M +16% 12.8% 210% 42 26.19% 1.7
Beacon Wealthcare Inc
4206
Beacon Wealthcare Inc
North Carolina
$160M +$1.5M +0.9% 4.94% 31.6% 10 0% 2.4
Lexington Partners
4207
Lexington Partners
New York
$160M +$31.8M +25% 20% 24.5% 4 50% 0.8
Gradient Capital Advisors
4208
Gradient Capital Advisors
California
$160M +$12.3M +8% 8.7% 78.5% 99 3.03% 2.1
MEAG MUNICH ERGO AssetManagement
4209
MEAG MUNICH ERGO AssetManagement
Germany
$160M -$11.1M -7% 5.77% 18.2% 13 0% 4.7
Camelot Portfolios
4210
Camelot Portfolios
Ohio
$160M +$4.43M +3% 5.07% 47.2% 212 17.45% 2.9
Leonard Rickey Investment Advisors
4211
Leonard Rickey Investment Advisors
Washington
$160M +$6.18M +4% 4.99% 60.4% 75 29.33% 1.8
GVO Asset Management
4212
GVO Asset Management
Switzerland
$160M -$83.1M -34% 20.3% 71.2% 35 65.71% 0.5
Tri-Star Advisors
4213
Tri-Star Advisors
Texas
$160M +$7.43M +5% 4.19% 3.07% 58 22.41% 0.2
KLCM
4214
KG&L Capital Management
Louisiana
$160M +$29.6M +23% 8.72% 91.9% 138 32.61% 0.9
Brand Asset Management Group
4215
Brand Asset Management Group
Missouri
$160M +$2.94M +2% 8.14% 70.2% 263 9.89% 1.8
DL
4216
DOHJ LLC
Washington
$160M +$13.7M +9% 7.31% 51.5% 81 12.35% 0.5
Vida Ventures Advisors
4217
Vida Ventures Advisors
Massachusetts
$160M – – 16.5% 154% 5 – 0
PAM
4218
Pegasus Asset Management
New York
$160M +$13.3M +9% 8.96% 101% 74 9.46% 2.2
MFC
4219
Miramar Fiduciary Corp
Nevada
$160M +$1.03M +0.6% 3.8% – 4 0% 1.8
KSCM
4220
Kamunting Street Capital Management
Florida
$160M +$72.1M +82% 1.43% 7.47% 69 71.01% 0.5
Madrona Financial Services
4221
Madrona Financial Services
Washington
$159M +$14.6M +10% 7.77% 85.1% 55 21.82% 2.4
Seven Springs Wealth Group
4222
Seven Springs Wealth Group
Tennessee
$159M +$2.17M +1% 2.72% 62.6% 140 4.29% 0.7
Vishria Bird Financial Group
4223
Vishria Bird Financial Group
Tennessee
$159M +$31.1M +24% 15% 74.3% 46 13.04% 1.4
Biechele Royce Advisors
4224
Biechele Royce Advisors
Indiana
$159M +$439K +0.3% 7.39% 39.2% 44 4.55% 2
Deep Field Asset Management
4225
Deep Field Asset Management
California
$159M -$22.4M -12% 11.5% 20.1% 26 30.77% 0.9