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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)
KFO
4226
Kopp Family Office
Minnesota
$225M -$20.5M -8% 12.2% 47.9% 13 7.69% 0.7
Marvin & Palmer Associates
4227
Marvin & Palmer Associates
Delaware
$225M -$25.7M -10% 17.8% 415% 39 58.97% 1
Carlton Hofferkamp & Jenks Wealth Management
4228
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225M +$21.5M +11% 6.98% 63.9% 130 12.31% 3.4
Soapstone Management
4229
Soapstone Management
Maryland
$225M -$7.55M -3% 19.6% 30.3% 21 14.29% 1.4
Ullmann Wealth Partners Group
4230
Ullmann Wealth Partners Group
Florida
$225M +$24.7M +12% 6.8% 68% 85 17.65% 2.1
Affiance Financial
4231
Affiance Financial
Minnesota
$224M +$32.4M +17% 4.88% 57.8% 155 14.84% 2.7
MYCIO Wealth Partners
4232
MYCIO Wealth Partners
Pennsylvania
$224M +$40.5M +22% 3.01% 60.3% 44 18.18% 3.7
Searle & Co
4233
Searle & Co
Connecticut
$224M +$16.2M +8% 7.09% 108% 145 6.21% 3.2
AtonRa Partners
4234
AtonRa Partners
Switzerland
$224M +$20.4M +10% 7.93% 49% 140 46.43% 0.2
ACG
4235
Aventail Capital Group
New York
$224M +$32M +17% 16.9% 154% 87 71.26% 0.1
JPLA
4236
Joseph P. Lucia & Associates
New York
$224M +$80.9M +56% 2.61% 84% 636 25% 0.5
KLS Diversified Asset Management
4237
KLS Diversified Asset Management
New York
$224M +$41.4M +23% 1.48% 156% 28 96.43% 0
Procyon Advisors
4238
Procyon Advisors
Connecticut
$224M +$19.1M +9% 5.12% 92.3% 258 15.5% 1
Miramar Capital
4239
Miramar Capital
Illinois
$224M -$450K -0.2% 6.93% 47.3% 72 36.11% 1.7
ETI
4240
Enterprise Trust & Investment
California
$224M +$11.7M +5% 7.78% 58.6% 187 5.88% 1.5
Adero Partners
4241
Adero Partners
California
$224M +$107M +92% 4.83% 27.7% 119 35.29% 0.6
Invesco Senior Secured Management
4242
Invesco Senior Secured Management
New York
$223M +$52.4M +31% 17.6% 18.1% 16 0% 2.2
Accel XI Associates
4243
Accel XI Associates
California
$223M -$24M -10% 0.42% – 3 0% 0.3
Sage Capital Advisors
4244
Sage Capital Advisors
South Dakota
$223M +$20.2M +10% 7.41% 105% 111 9.91% 2
D. Scott Neal
4245
D. Scott Neal
Kentucky
$223M +$18.5M +9% 4.29% 105% 53 30.19% 2.6
Riverpark Capital Management
4246
Riverpark Capital Management
New York
$223M +$874K +0.4% 2.48% 152% 57 43.86% 3
Mokosak Advisory Group
4247
Mokosak Advisory Group
Iowa
$223M +$13.7M +7% 6.91% 59.2% 23 8.7% 1.8
HIM
4248
Hotaling Investment Management
Pennsylvania
$223M +$8.39M +4% 5.91% 52.6% 126 20.63% 1.5
Voce Capital Management
4249
Voce Capital Management
California
$223M +$28.4M +15% 17.1% 69.2% 12 33.33% 2.1
Howard Financial Services
4250
Howard Financial Services
Texas
$223M +$32.9M +17% 7.38% 55.9% 130 18.46% 1.2