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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)
Investment Advisory Group
4251
Investment Advisory Group
Massachusetts
$389M +$21M +6% 2.27% 68.8% 199 7.54% 2.6
Teramo Advisors
4252
Teramo Advisors
Florida
$388M +$20.9M +6% 2.4% 72.1% 15 33.33% 1.7
NovaPoint Capital
4253
NovaPoint Capital
Georgia
$388M -$20.3M -5% 2.24% 94% 147 47.62% 3.9
HighVista Strategies
4254
HighVista Strategies
Massachusetts
$388M -$19.7M -5% 50.9% 561% 181 38.12% 1.1
West Branch Capital
4255
West Branch Capital
Massachusetts
$388M +$6.97M +2% 5% 156% 469 15.14% 3.6
James T. Borello
4256
James T. Borello
Illinois
$388M +$18.5M +5% 1.79% 71.2% 1,209 27.3% 0.5
Hilltop Partners
4257
Hilltop Partners
Indiana
$388M +$53.3M +16% 2.09% 64.9% 129 8.53% 1.9
Gradient Capital Advisors
4258
Gradient Capital Advisors
California
$388M +$14.9M +4% 3.03% 78.5% 177 7.34% 4.6
Range Advisory
4259
Range Advisory
Virginia
$388M – – 3.33% – 196 – 0
Peak Financial Management
4260
Peak Financial Management
Massachusetts
$388M +$9.49M +3% 2.66% 58.2% 103 6.8% 4.5
ETF Portfolio Partners
4261
ETF Portfolio Partners
Kansas
$388M +$11.8M +3% 1.53% 50.2% 69 4.35% 4.4
QCI
4262
Quaker Capital Investments
Pennsylvania
$388M +$16.1M +4% 6.01% 107% 23 13.04% 2.5
Princeton Capital Management
4263
Princeton Capital Management
New Jersey
$388M +$14.9M +4% 5.96% 206% 150 13.33% 3.8
Searle & Co
4264
Searle & Co
Connecticut
$388M +$10.1M +3% 4.4% 108% 191 5.24% 5.2
St. Clair Advisors
4265
St. Clair Advisors
Ohio
$388M +$10.8M +3% 1.77% 77.5% 83 7.23% 3.3
GSG Advisors
4266
GSG Advisors
New Jersey
$387M +$9.6M +3% 1.89% 99.3% 140 14.29% 1.6
NorthStar Asset Management (Massachusetts)
4267
NorthStar Asset Management (Massachusetts)
Massachusetts
$387M +$2.63M +0.7% 0.14% 66.3% 89 22.47% 2.5
WIM
4268
WIM Investment Management
Hong Kong
$387M -$6.13M -2% 3.42% – 26 46.15% 0.5
Supplemental Annuity Collective Trust (SACT) of New Jersey
4269
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$387M +$6.91M +2% 7.31% 166% 213 3.76% 7.8
One Charles Private Wealth Services
4270
One Charles Private Wealth Services
Massachusetts
$387M +$6.16M +2% 0.61% 99.7% 178 9.55% 2.8
Hollow Brook Wealth Management
4271
Hollow Brook Wealth Management
New York
$387M -$36.1M -9% 5.3% 97.8% 106 27.36% 4.7
United Wealth Management
4272
United Wealth Management
Virginia
$387M +$19.1M +5% 1.86% – 24 4.17% 0.9
TriaGen Wealth Management
4273
TriaGen Wealth Management
California
$387M +$3.23M +0.8% 3.38% 132% 201 21.39% 2.5
Legacy Wealth Partners (Colorado)
4274
Legacy Wealth Partners (Colorado)
Colorado
$386M – – 1.89% – 177 – 0
TA
4275
TrueWealth Advisors
Alabama
$386M +$16.5M +4% 0.96% 60.9% 250 14.8% 2.5