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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)
Piper Sandler & Co
4226
Piper Sandler & Co
Minnesota
$118M -$17.9M -13% 2.54% 0.05% 26 19.23% 0.2
Rizvi Traverse Management
4227
Rizvi Traverse Management
Florida
$118M -$29.8M -20% 23.7% – 2 0% 1.3
Lipe & Dalton
4228
Lipe & Dalton
New York
$118M -$32.6M -22% 18.4% 101% 108 12.96% 3.1
Schwarz Dygos Wheeler Investment Advisors
4229
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$118M -$28.1M -19% 18.3% 82.6% 90 12.22% 1.1
Clare Market Investments
4230
Clare Market Investments
Texas
$118M -$20.3M -15% 6.83% – 103 37.86% 0.8
Palisades Hudson Asset Management
4231
Palisades Hudson Asset Management
Florida
$118M -$38.3M -25% 22.2% 73.2% 111 27.93% 4.7
Freedom Day Solutions
4232
Freedom Day Solutions
Texas
$118M -$31.6M -21% 12.4% 86.6% 99 29.29% 1.4
WealthBridge Investment Counsel
4233
WealthBridge Investment Counsel
Alberta, Canada
$118M -$58.7M -33% 19.8% 106% 39 20.51% 0.2
Maltin Wealth Management
4234
Maltin Wealth Management
New Jersey
$118M -$37M -24% 16.2% 58.2% 142 59.86% 0.2
Radnor Financial Advisors
4235
Radnor Financial Advisors
Pennsylvania
$118M -$28.5M -19% 25.2% 3.04% 19 21.05% 0.2
venBio Partners
4236
venBio Partners
California
$117M -$116M -50% 19.2% 564% 6 0% 1.3
Asio Capital
4237
Asio Capital
Kentucky
$117M -$74.7M -39% 20.6% 98% 198 66.67% 0.2
NWK Group
4238
NWK Group
California
$117M -$4.39M -4% 8.71% 289% 223 40.81% 0.2
Monterey Private Wealth
4239
Monterey Private Wealth
California
$117M -$7.43M -6% 18.8% 29.8% 86 32.56% 0.2
NERM
4240
New England Research & Management
Illinois
$117M -$32.1M -22% 18.4% 65% 177 39.55% 2.7
Pragma Gestao de Patrimonio
4241
Pragma Gestao de Patrimonio
Brazil
$117M +$7.27M +7% 18.1% 83.4% 19 26.32% 0.2
Pinnacle Bancorp
4242
Pinnacle Bancorp
Nebraska
$117M -$27.3M -19% 18% 72.9% 704 14.49% 2.2
FountainVest China Capital Partners GP3
4243
FountainVest China Capital Partners GP3
Cayman Islands
$117M -$15.6M -12% 18.1% 96.7% 1 0% 0.3
Shaker Investments
4244
Shaker Investments
Ohio
$117M -$51.5M -31% 17.5% 216% 90 20% 1.9
SPC
4245
Stony Point Capital
New York
$116M -$21.5M -16% 5.92% 208% 28 42.86% 0.2
AA
4246
Alta Advisers
United Kingdom
$116M -$14.1M -11% 9.66% 129% 4 0% 2.5
MAM
4247
Marketfield Asset Management
New York
$116M -$70M -38% 20.1% 61.5% 39 5.13% 3.2
Soapstone Management
4248
Soapstone Management
Maryland
$116M -$41.3M -26% 35.8% 30.3% 17 17.65% 1.2
Castle Rock Wealth Management
4249
Castle Rock Wealth Management
California
$116M +$4.94M +4% 5.2% 115% 200 52.5% 0.5
Your Advocates Ltd
4250
Your Advocates Ltd
Texas
$116M -$10.7M -8% 17.8% 53.6% 131 80.15% 0.1