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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)
Long Road Investment Counsel
4226
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 14% 64.4% 72 11.11% 4.8
Boltwood Capital Management
4227
Boltwood Capital Management
California
$206M +$26.7M +15% 12.8% 63% 144 3.47% 4.3
Cannon Financial Strategists
4228
Cannon Financial Strategists
Georgia
$206M +$23.8M +13% 12.7% 56.7% 58 8.62% 1.4
Amtrust Financial Services
4229
Amtrust Financial Services
New York
$205M +$97.7M +91% 7.63% 61.9% 111 78.38% 0.4
Curtis Advisory Group
4230
Curtis Advisory Group
California
$205M +$35.8M +21% 9.86% 79.8% 76 23.68% 0.7
Oak Asset Management
4231
Oak Asset Management
California
$205M +$16M +8% 10.8% 91.8% 93 5.38% 2.5
Wittenberg Investment Management
4232
Wittenberg Investment Management
Massachusetts
$205M +$18.7M +10% 21.7% 89.9% 76 11.84% 3.2
Tower House Partners
4233
Tower House Partners
United Kingdom
$205M +$18.3M +10% 25% 21.4% 6 33.33% 0.9
Fort Sheridan Advisors
4234
Fort Sheridan Advisors
Illinois
$205M +$36.1M +21% 16.3% 126% 131 15.27% 1.3
Procyon Advisors
4235
Procyon Advisors
Connecticut
$205M +$25M +14% 12.4% 92.3% 244 19.26% 0.8
Platform Technology Partners
4236
Platform Technology Partners
New York
$205M +$41.7M +26% 14.7% – 252 23.41% 0.7
Kestrel Investment Management
4237
Kestrel Investment Management
California
$205M +$31.8M +18% 28.3% 99.8% 47 23.4% 1.3
D. Scott Neal
4238
D. Scott Neal
Kentucky
$205M +$26.5M +15% 8.53% 105% 43 11.63% 2.9
Highline Capital Management
4239
Highline Capital Management
New York
$204M +$105M +105% 94.6% 198% 33 69.7% 0.3
Access Financial Services
4240
Access Financial Services
Minnesota
$204M +$19.2M +10% 7.25% 51.1% 93 22.58% 2
Liberty Wealth Management
4241
Liberty Wealth Management
California
$204M +$34.7M +20% 13.2% 73% 1,116 25% 1.2
Knightsbridge Asset Management
4242
Knightsbridge Asset Management
California
$204M +$30.4M +17% 22.7% 156% 50 10% 1.7
MFGP
4243
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204M +$35M +21% 14.9% 65.5% 56 5.36% 1.6
AWAM
4244
Appian Way Asset Management
New York
$204M -$16.6M -8% 24.1% 49.4% 85 77.65% 0.2
AtonRa Partners
4245
AtonRa Partners
Switzerland
$204M – – 26.3% 49% 107 – 0
Campbell Capital Management
4246
Campbell Capital Management
Florida
$204M +$29.2M +17% 14.3% 123% 64 40.63% 0.9
Stevens Capital Management
4247
Stevens Capital Management
Pennsylvania
$204M -$65.7M -24% 11.3% 128% 239 78.66% 0.1
RMR Wealth Builders
4248
RMR Wealth Builders
New Jersey
$204M -$182M -47% 14.2% 91.7% 567 68.43% 0.3
SCM
4249
SCW Capital Management
Texas
$203M +$30.7M +18% 33.1% 179% 11 27.27% 1.3
SRN Advisors
4250
SRN Advisors
Pennsylvania
$203M – – 19.6% 146% 90 – 0