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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)
Cabot-Wellington
4326
Cabot-Wellington
Massachusetts
$197M +$38.6M +24% 15.2% 73.1% 17 47.06% 3.6
Symmetry Peak Management
4327
Symmetry Peak Management
Pennsylvania
$197M +$46.5M +31% 54% 355% 130 83.85% 0.1
Pragma Gestao de Patrimonio
4328
Pragma Gestao de Patrimonio
Brazil
$197M +$27.7M +16% 20.3% 83.4% 18 16.67% 0.8
Legacy Financial Strategies
4329
Legacy Financial Strategies
Kansas
$196M +$22.5M +13% 12.3% 76.7% 65 6.15% 2
SC
4330
Sawyer & Company
Massachusetts
$196M +$28M +17% 13.4% 111% 172 10.47% 2.6
Ballast Inc
4331
Ballast Inc
Kentucky
$196M +$21.1M +12% 13.6% 71.3% 99 14.14% 2.3
Jackson Grant Investment Advisers
4332
Jackson Grant Investment Advisers
Connecticut
$196M +$29.7M +18% 12.1% 61.6% 341 37.83% 2.3
Taylor Hoffman Wealth Management
4333
Taylor Hoffman Wealth Management
Virginia
$196M +$26M +15% 15.3% 47.8% 121 4.13% 2.3
AMJ Financial Wealth Management
4334
AMJ Financial Wealth Management
Virginia
$196M +$26M +15% 14.8% 180% 83 33.73% 0.5
AH Equity Partners V
4335
AH Equity Partners V
California
$196M – – 19.7% – 1 – 0
Old Point Trust & Financial Services N A
4336
Old Point Trust & Financial Services N A
Virginia
$195M +$13.6M +7% 10.5% 87.3% 66 4.55% 5.9
Hamilton Wealth
4337
Hamilton Wealth
California
$195M +$16.7M +9% 14.4% 108% 59 25.42% 1
Front Row Advisors
4338
Front Row Advisors
California
$195M +$6.15M +3% 14.5% 142% 940 2.23% 2.2
SIH MPH Rollover
4339
SIH MPH Rollover
New York
$195M – – 22% – 1 – 0
Berkeley Capital Partners
4340
Berkeley Capital Partners
Georgia
$195M +$30.9M +19% 9.93% 70.5% 125 26.4% 2.5
Mirsky Financial Management
4341
Mirsky Financial Management
New York
$194M +$17.6M +10% 8.81% 39.3% 39 12.82% 1.4
Jefferies Financial Group
4342
Jefferies Financial Group
New York
$194M +$53.6M +38% 19.6% 146% 10 60% 1.1
Harvest Investment Services
4343
Harvest Investment Services
Illinois
$194M +$19.8M +11% 15.5% 281% 257 32.3% 0.8
CCC
4344
Chelsea Counsel Company
California
$194M +$25.1M +15% 10.9% 122% 94 18.09% 3.5
New Capital Management
4345
New Capital Management
Texas
$194M +$103M +114% 10.3% 55.4% 155 21.29% 2.3
Voce Capital Management
4346
Voce Capital Management
California
$194M +$36.9M +23% 31.8% 69.2% 12 16.67% 1.9
UBP Investment Advisors
4347
UBP Investment Advisors
Switzerland
$194M +$64.6M +50% 9.11% 11.2% 82 26.83% 1.4
Horiko Capital Management
4348
Horiko Capital Management
New York
$194M +$20.8M +12% 11.6% 297% 28 17.86% 1.6
Ballast Advisors
4349
Ballast Advisors
Minnesota
$194M +$33.7M +21% 13.5% 73.9% 179 10.06% 0.9
Old Well Partners
4350
Old Well Partners
North Carolina
$194M +$87M +81% 44.3% 97.8% 56 60.71% 0.4