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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)
HRC
4426
Hoertkorn Richard Charles
$203M +$20.8M +11% 11.5% 182% 84 4.76% 5.5
Asset Allocation & Management Company
4427
Asset Allocation & Management Company
Illinois
$202M +$47.2M +30% 3.73% 58.5% 63 7.94% 0.6
SCF Partners
4428
SCF Partners
Texas
$202M +$21.9M +12% 21.5% 2.1% 4 0% 4.2
Guinness Atkinson Asset Management
4429
Guinness Atkinson Asset Management
California
$202M +$15.3M +8% 5.72% 148% 95 2.11% 3.4
Guardian Life Insurance
4430
Guardian Life Insurance
New York
$202M -$12.6M -6% 5.85% – 1 0% 0.3
First National Bank of Hutchinson
4431
First National Bank of Hutchinson
Kansas
$202M -$102M -34% 7.16% 121% 136 24.26% 2.4
GA
4432
Greytown Advisors
Florida
$202M +$56.3M +39% 5.01% 14.1% 107 23.36% 2
CCC
4433
Chelsea Counsel Company
California
$202M +$7.44M +4% 4.94% 106% 91 5.49% 3.7
Fourthstone LLC
4434
Fourthstone LLC
Missouri
$201M +$42.9M +27% 27% 104% 48 39.58% 0.6
DI
4435
DAGCO Inc
Ohio
$201M +$21.2M +12% 3.23% 75% 108 8.33% 1.7
Paulson Wealth Management
4436
Paulson Wealth Management
Illinois
$201M +$29.6M +17% 3.21% 62.6% 90 12.22% 2
AB CarVal Investors
4437
AB CarVal Investors
Minnesota
$201M +$128M +174% 6.46% 24% 3 33.33% 0.9
AlpInvest Partners
4438
AlpInvest Partners
Netherlands
$201M +$47.2M +31% 2.69% 178% 22 90.91% 0.1
Westbourne Investment Advisors
4439
Westbourne Investment Advisors
Maryland
$201M +$30M +18% 10.1% 107% 90 18.89% 2
CWM
4440
Cedar Wealth Management
California
$201M +$14.7M +8% 8.33% 68.1% 256 13.28% 1.9
KLCM
4441
KG&L Capital Management
Louisiana
$201M +$17.5M +10% 4.17% 91.9% 153 22.22% 1.2
Union Heritage Capital
4442
Union Heritage Capital
Michigan
$201M – – 2.31% 82.1% 61 – 0
SC
4443
Sawyer & Company
Massachusetts
$201M +$4.68M +2% 7.47% 111% 171 8.77% 2.6
HH
4444
HWG Holdings
Texas
$201M +$3.23M +2% 14.2% – 130 35.38% 1.3
Wynnefield Capital
4445
Wynnefield Capital
New York
$201M +$2.82M +1% 17.1% 52.1% 20 20% 4.4
Tiemann Investment Advisors
4446
Tiemann Investment Advisors
California
$201M +$12.6M +7% 5.64% 77% 208 4.33% 4.2
Madison International Realty Holdings
4447
Madison International Realty Holdings
New York
$201M +$24.4M +14% 19% – 7 0% 2.5
CCM
4448
Consolidated Capital Management
California
$200M +$43.9M +28% 8.43% 166% 45 37.78% 2.1
Lagoda Investment Management
4449
Lagoda Investment Management
New York
$200M +$14.7M +8% 21.2% 250% 36 2.78% 3.6
Roman Butler Fullerton & Co
4450
Roman Butler Fullerton & Co
Missouri
$200M +$30.5M +18% 7.86% 134% 205 22.93% 1.4