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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)
Riversedge Advisors
4301
Riversedge Advisors
Delaware
$113M +$28.4M +34% 16.7% 71.3% 47 57.45% 0.5
AW
4302
Alpha Windward
Massachusetts
$113M -$44M -28% 21.5% 33.6% 431 16.24% 3.2
Birchview Capital
4303
Birchview Capital
Vermont
$113M -$24.8M -18% 15.1% 315% 57 28.07% 2.3
Marshall & Sullivan
4304
Marshall & Sullivan
Washington
$113M -$33.4M -23% 18% 82% 38 7.89% 4.7
HIS
4305
Horizon Investment Services
Indiana
$113M -$38.9M -26% 14.9% 247% 114 32.46% 2.2
Emerson Wealth
4306
Emerson Wealth
Michigan
$113M -$35.8M -24% 22.2% 18.1% 26 23.08% 1
Accel Growth Fund IV Associates
4307
Accel Growth Fund IV Associates
California
$113M -$22.8M -17% 12.8% 61.4% 2 0% 0.3
PK
4308
Pflug Koory
Nebraska
$112M -$29M -20% 20.4% – 430 9.07% 2.6
Perennial Investment Advisors
4309
Perennial Investment Advisors
California
$112M -$14.3M -11% 13% 93.6% 141 24.11% 0.2
Amia Capital
4310
Amia Capital
United Kingdom
$112M -$230M -67% 23.6% 30.1% 48 31.25% 0.2
Wells Trecaso Financial Group
4311
Wells Trecaso Financial Group
Ohio
$112M -$26M -19% 17.1% 108% 77 25.97% 1.9
BDT Capital Partners
4312
BDT Capital Partners
Illinois
$112M -$94M -46% 45.6% 25.5% 1 0% 6.8
Blackhawk Capital Partners
4313
Blackhawk Capital Partners
Wisconsin
$112M +$11.6M +12% 17.7% 92.9% 98 24.49% 1
TS Financial Group (TSFG)
4314
TS Financial Group (TSFG)
Illinois
$112M -$23M -17% 15.1% 81% 863 8% 0.9
HC Financial Advisors
4315
HC Financial Advisors
California
$112M -$15.3M -12% 17.1% 31.2% 413 83.54% 0.2
Cook & Bynum Capital Management
4316
Cook & Bynum Capital Management
Alabama
$112M -$61.9M -36% 35.3% 46.8% 5 0% 4.2
SCM
4317
SCW Capital Management
Texas
$112M -$56.3M -33% 37.3% 179% 9 22.22% 0.8
Broadview Financial Management
4318
Broadview Financial Management
Wisconsin
$112M -$31.8M -22% 22% 57.4% 44 9.09% 2
Amica Retiree Medical Trust
4319
Amica Retiree Medical Trust
Rhode Island
$112M -$17.7M -14% 16.7% – 328 37.8% 3.1
BRCA
4320
Birch Run Capital Advisors
Texas
$112M -$177M -61% 57.6% 8.22% 22 36.36% 2.4
Bull Street Advisors
4321
Bull Street Advisors
Georgia
$112M -$2.44M -2% 16.1% 48.5% 87 6.9% 0.5
AMC
4322
Asset Management Corp
Illinois
$112M -$30M -21% 17.4% 57.1% 168 34.52% 0.2
St. Johns Investment Management
4323
St. Johns Investment Management
Florida
$112M -$32.5M -23% 20.7% 91.9% 170 15.88% 4.2
GSI Capital Advisors
4324
GSI Capital Advisors
California
$112M -$55.9M -33% 20.2% 41.1% 35 45.71% 0.8
Donald L. Hagan LLC
4325
Donald L. Hagan LLC
Florida
$111M -$3.64M -3% 14.9% 47.9% 107 43.93% 1.7