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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)
Water Oak Advisors
4251
Water Oak Advisors
Florida
$156M +$117M +299% 7.82% 12.9% 17 0% 4
Tobias Financial Advisors
4252
Tobias Financial Advisors
Florida
$156M – – 5.8% 44.5% 318 – 0
Palisades Hudson Asset Management
4253
Palisades Hudson Asset Management
Florida
$156M +$12.7M +9% 7.8% 66.8% 106 5.66% 4.2
Kadensa Capital
4254
Kadensa Capital
Hong Kong
$156M – – 20.1% 191% 15 – 0.1
HA
4255
HYA Advisors
Missouri
$156M – – 5.68% – 110 – 0
Prentiss Smith & Co
4256
Prentiss Smith & Co
Vermont
$156M +$6.52M +4% 5.81% 67.4% 67 13.43% 4.1
PA
4257
PSI Advisors
Florida
$156M – – 6.69% 58.2% 695 – 0
CAM
4258
Crown Advisors Management
California
$156M +$6.1M +4% 10% 284% 53 33.96% 1.1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
4259
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$155M -$80.5M -34% 11.5% 86.7% 66 3.03% 1.3
American Asset Management
4260
American Asset Management
Florida
$155M +$10.2M +7% 4.58% 42.5% 118 10.17% 2.1
SC
4261
Sawyer & Company
Massachusetts
$155M +$14.9M +11% 8.25% 111% 179 3.35% 1.8
Blue Zone Wealth Advisors
4262
Blue Zone Wealth Advisors
California
$155M – – 5.1% 91.1% 43 – 0
BIMC
4263
Benson Investment Management Company
Virginia
$155M +$16M +11% 11.1% 99.8% 70 31.43% 1.5
Taylor Hoffman Wealth Management
4264
Taylor Hoffman Wealth Management
Virginia
$155M +$14.3M +10% 9.52% 47.8% 438 5.71% 1.7
JNE Partners
4265
JNE Partners
United Kingdom
$155M – – 18.7% 100% 5 – 0
IBOK
4266
Independence Bank of Kentucky
Kentucky
$155M +$14.4M +10% 8.21% 94.3% 381 11.81% 1.6
Waterton Global Resource Management
4267
Waterton Global Resource Management
Ontario, Canada
$155M +$3.41M +2% 15% 21% 2 50% 1
Canaan Partners X
4268
Canaan Partners X
California
$155M – – 64.5% 55.4% 3 – 0
Eliot Finkel Investment Counsel
4269
Eliot Finkel Investment Counsel
California
$155M +$14.6M +10% 6.71% 85.5% 35 5.71% 3
Maltin Wealth Management
4270
Maltin Wealth Management
New Jersey
$155M – – 3.81% 58.2% 120 – 0
HCM
4271
Harspring Capital Management
New York
$155M – – 14.5% 70.6% 31 – 0
Twin Securities
4272
Twin Securities
New York
$155M -$11.4M -7% 23.3% 506% 17 64.71% 0.6
Houlihan Financial Resource Group
4273
Houlihan Financial Resource Group
Virginia
$155M – – 4.91% 50.6% 93 – 0
Diker Management
4274
Diker Management
New York
$155M +$1.2M +0.8% 2.33% 210% 39 33.33% 2.3
AIA
4275
AIMZ Investment Advisors
California
$155M +$9.28M +6% 10% 81.3% 101 4.95% 4.1