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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)
IRON Financial
4301
IRON Financial
Illinois
$199M +$17.7M +10% 8.66% 60.6% 129 26.36% 2
BOC
4302
Barbara Oil Co
Illinois
$199M +$15.9M +9% 11.3% 84.2% 90 6.67% 4.9
Shaker Investments
4303
Shaker Investments
Ohio
$199M +$3.1M +2% 26.2% 216% 98 21.43% 2
Atticus Wealth Management
4304
Atticus Wealth Management
Florida
$199M +$30.9M +18% 11.3% 73.9% 356 13.2% 0.8
Stone House Investment Management
4305
Stone House Investment Management
Pennsylvania
$199M -$48.9M -20% 7.65% 57.9% 42 23.81% 1.3
Convergence Investment Partners
4306
Convergence Investment Partners
Florida
$199M -$88.9M -31% 15.9% 304% 292 43.84% 1.9
Legacy Wealth Asset Management
4307
Legacy Wealth Asset Management
Minnesota
$199M – – 19.2% 116% 280 – 0
VisionPoint Advisory Group
4308
VisionPoint Advisory Group
Texas
$198M -$33.3M -14% 10.3% 79.3% 169 44.38% 0.7
Coppell Advisory Solutions
4309
Coppell Advisory Solutions
Texas
$198M – – 11.5% – 158 – 0
Ceeto Capital Group
4310
Ceeto Capital Group
Florida
$198M +$19.2M +11% 13.7% 94.4% 143 6.29% 2.3
Voss Capital
4311
Voss Capital
Texas
$198M +$22.9M +13% 37.3% 78.4% 62 48.39% 0.5
Neumann Capital Management
4312
Neumann Capital Management
California
$198M +$24.2M +14% 14.9% 89.9% 78 5.13% 4.8
Patton Fund Management
4313
Patton Fund Management
Texas
$198M +$13.5M +7% 15.6% 211% 97 42.27% 0.7
Providence First Trust
4314
Providence First Trust
Arizona
$198M +$95.9M +94% 10.5% 68.4% 96 28.13% 1.3
Florin Court Capital
4315
Florin Court Capital
United Kingdom
$198M +$92.7M +88% 11.8% 129% 34 47.06% 0.3
HM Capital Management
4316
HM Capital Management
Missouri
$198M +$32.9M +20% 13.8% 29.6% 44 20.45% 4
Wynnefield Capital
4317
Wynnefield Capital
New York
$198M +$37.2M +23% 22.5% 52.1% 25 32% 4.3
Diker Management
4318
Diker Management
New York
$198M +$37.4M +23% 51.5% 210% 39 23.08% 2
WNY Asset Management
4319
WNY Asset Management
New York
$198M – – 9.72% – 93 – 0
Cheyne Capital Management (UK)
4320
Cheyne Capital Management (UK)
United Kingdom
$198M -$4.88M -2% 14% 35.6% 104 60.58% 0.5
HH
4321
HWG Holdings
Texas
$198M +$84.9M +75% 17.7% – 146 46.58% 1.2
ACM
4322
Aljian Capital Management
Nevada
$197M +$19.1M +11% 11.1% 162% 51 7.84% 1.5
CoreCommodity Management
4323
CoreCommodity Management
Connecticut
$197M +$74.9M +61% 44.9% 65.8% 156 18.59% 3.1
Lowe Wealth Advisors
4324
Lowe Wealth Advisors
Maryland
$197M +$16.7M +9% 8.04% 63.3% 295 7.8% 3.8
Cardinal Point Wealth Management
4325
Cardinal Point Wealth Management
California
$197M – – 10.8% – 32 – 0