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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)
HIS
4326
Horizon Investment Services
Indiana
$150M +$6.75M +5% 10.1% 250% 112 21.43% 2.2
Riverstone Advisors
4327
Riverstone Advisors
Texas
$150M +$16M +12% 9.63% 104% 41 12.2% 1.2
CHA
4328
Carmichael Hill & Associates
Maryland
$150M +$14.3M +10% 8.53% 39.7% 750 9.07% 0.9
CWS Financial Advisors
4329
CWS Financial Advisors
Michigan
$150M +$11.6M +8% 11.4% 55.7% 131 14.5% 0.6
SL
4330
SIB LLC
New York
$150M +$17M +13% 12.7% 29.2% 26 23.08% 5.5
Next Capital Management
4331
Next Capital Management
New York
$150M +$8.5M +6% 5.25% 61.3% 102 11.76% 1.2
Thomas J. Herzfeld Advisors
4332
Thomas J. Herzfeld Advisors
Florida
$150M -$53.8M -26% 1.61% 17.7% 307 22.8% 2.1
AIP
4333
Ahrens Investment Partners
Louisiana
$150M -$14.2M -9% 7.95% 82.3% 211 39.34% 1.8
Wealthsimple US
4334
Wealthsimple US
New York
$150M +$18.7M +14% 5.38% – 35 54.29% 0.5
PA
4335
Paragon Advisors
Texas
$150M +$26.4M +21% 11.2% 138% 92 18.48% 0.5
Symmetry Peak Management
4336
Symmetry Peak Management
Pennsylvania
$150M +$25.9M +21% 36.5% 320% 128 81.25% 0.3
Aspen Investment Management
4337
Aspen Investment Management
Michigan
$150M +$10.4M +7% 7.72% 92.6% 126 9.52% 4.9
CCP
4338
Camelot Capital Partners
California
$150M +$11.9M +9% 76.6% – 2 0% 0.3
Birchview Capital
4339
Birchview Capital
Vermont
$150M -$15.8M -10% 7.77% 327% 51 1.96% 2.4
Investors Asset Management of Georgia
4340
Investors Asset Management of Georgia
Georgia
$150M +$5.67M +4% 8.2% 118% 145 5.52% 4.5
Quantinno Capital Management
4341
Quantinno Capital Management
New York
$150M +$48.1M +47% 8.84% 119% 461 51.84% 0.4
Martin Capital Partners
4342
Martin Capital Partners
Oregon
$150M +$7.34M +5% 5.24% 42.3% 65 10.77% 1.6
Peninsula Asset Management
4343
Peninsula Asset Management
Florida
$149M +$9.33M +7% 10.1% 44.1% 45 0% 5.4
DA
4344
DSC Advisors
Illinois
$149M +$58.2M +64% 3.65% 3.18% 54 51.85% 1.9
Davis Rea
4345
Davis Rea
Ontario, Canada
$149M +$18M +14% 12.2% 66.9% 54 9.26% 3.5
DS
4346
Dalal Street
Texas
$149M +$1.41M +1% 2.6% 92.7% 2 0% 1
Karani Asset Management
4347
Karani Asset Management
New York
$149M +$20.1M +16% 23.2% – 66 18.18% 0.5
Lantz Financial
4348
Lantz Financial
Illinois
$149M +$9.8M +7% 5.43% 74.3% 122 9.02% 1.3
Geo Capital Gestora de Recursos
4349
Geo Capital Gestora de Recursos
Brazil
$149M +$12.1M +9% 13% 30.7% 25 36% 0.7
Old North State Trust
4350
Old North State Trust
North Carolina
$149M -$8.18M -5% 5.42% – 354 67.8% 0.6