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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)
Verde Capital Management
4201
Verde Capital Management
Michigan
$227M +$26M +13% 3.03% 80.3% 42 19.05% 0.9
Capital Planning
4202
Capital Planning
Washington
$227M +$13.2M +6% 4.96% 81.2% 68 14.71% 0.2
Palouse Capital Management
4203
Palouse Capital Management
Washington
$227M +$37.8M +20% 12.3% 67.8% 101 20.79% 2.1
RB Capital Management
4204
RB Capital Management
Nevada
$227M +$10.2M +5% 3.83% 79.4% 158 11.39% 2.6
Relyea Zuckerberg Hanson
4205
Relyea Zuckerberg Hanson
Connecticut
$227M +$40.1M +22% 6.1% 95.9% 129 11.63% 1
Cambridge Financial Group
4206
Cambridge Financial Group
Ohio
$227M +$16.3M +8% 9.88% – 33 6.06% 3.8
Legacy Advisors
4207
Legacy Advisors
Pennsylvania
$226M +$50.4M +29% 2.8% – 126 15.08% 2.3
Arabesque Asset Management
4208
Arabesque Asset Management
United Kingdom
$226M -$108M -32% 7.76% 122% 135 74.81% 0.2
Totem Point Management
4209
Totem Point Management
New York
$226M -$15M -6% 4.8% 577% 22 40.91% 0.8
Mitsubishi UFJ Asset Management (UK)
4210
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$226M +$2.71M +1% 9.42% 151% 92 30.43% 1.1
LCH
4211
Lee Capital Holdings
New York
$226M +$56.6M +33% 2.4% 34.4% 117 53.85% 0.8
Navalign LLC
4212
Navalign LLC
California
$226M – – 4.61% 58.7% 122 – 0
Socorro Asset Management
4213
Socorro Asset Management
Texas
$226M +$33.4M +17% 7.63% 43.8% 36 19.44% 0.2
AIM
4214
Alerce Investment Management
Illinois
$226M -$27.9M -11% 7.31% 25.1% 7 0% 0.3
Frank Rimerman Advisors
4215
Frank Rimerman Advisors
California
$226M +$5.28M +2% 5.98% 149% 91 13.19% 0.2
EE
4216
EWG Elevate
California
$226M +$8.4M +4% 11.1% 76% 84 29.76% 0.8
Axel Capital Management
4217
Axel Capital Management
New York
$226M -$81.8M -27% 4.88% 194% 49 44.9% 0.5
ETF Portfolio Partners
4218
ETF Portfolio Partners
Kansas
$226M +$8.3M +4% 3.7% 50.2% 52 11.54% 2.9
SkyView Investment Advisors
4219
SkyView Investment Advisors
New Jersey
$226M +$13.6M +6% 6.58% 70.3% 332 22.29% 0.2
Gainplan
4220
Gainplan
Michigan
$226M +$35.2M +18% 4.52% 103% 79 48.1% 0.6
CAZ Investments
4221
CAZ Investments
Texas
$226M -$11.9M -5% 11.3% 263% 49 24.49% 1.1
Curtis Advisory Group
4222
Curtis Advisory Group
California
$226M +$20.2M +10% 3.89% 79.8% 78 10.26% 0.9
Windward Private Wealth Management
4223
Windward Private Wealth Management
Kansas
$225M +$11.3M +5% 3.33% 38.5% 45 4.44% 0.2
Cadent Capital Advisors
4224
Cadent Capital Advisors
Oklahoma
$225M +$22.1M +11% 9.93% 106% 142 21.13% 0.2
Boltwood Capital Management
4225
Boltwood Capital Management
California
$225M +$19.3M +9% 6.17% 63% 150 6% 4.4