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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)
LBC
4501
Lawrence B. Cohen
$180M +$15.6M +9% 11.3% 41.8% 79 13.92% 4.5
Makena Capital Management
4502
Makena Capital Management
California
$180M +$9.6M +6% 16.9% 85.5% 75 50.67% 0.5
Concorde Asset Management
4503
Concorde Asset Management
Michigan
$180M +$4.74M +3% 20.8% – 206 40.29% 1.4
Riverstone Advisors
4504
Riverstone Advisors
Texas
$180M +$29.6M +20% 16.1% 116% 41 12.2% 1.3
Collective Family Office
4505
Collective Family Office
Pennsylvania
$180M – – 11.7% 52.5% 151 – 0
VST
4506
Van Strum & Towne
California
$180M +$25.8M +17% 16.3% 72.3% 103 28.16% 3.7
Wells Trecaso Financial Group
4507
Wells Trecaso Financial Group
Ohio
$180M +$23M +15% 14.3% 108% 84 19.05% 2
Financial Strategies Group
4508
Financial Strategies Group
Michigan
$179M +$30.9M +21% 11.2% 49.2% 68 14.71% 0.6
Harbour Investment Management
4509
Harbour Investment Management
Washington
$179M +$17.7M +11% 10.1% 58.8% 75 6.67% 5.1
Madrona Financial Services
4510
Madrona Financial Services
Washington
$179M +$19.8M +12% 11.8% 85.1% 57 19.3% 2.3
HCM
4511
Highlander Capital Management
New Jersey
$179M +$14M +8% 12.9% 34.4% 658 7.29% 4.3
AMC
4512
Asset Management Corp
Illinois
$179M +$14.2M +9% 14.5% 57.1% 193 31.61% 0.6
Phoenician Capital
4513
Phoenician Capital
New York
$179M +$60.5M +51% 13.1% 41.1% 18 22.22% 1
BE
4514
Bonness Enterprises
District of Columbia
$179M +$8.64M +5% 9.13% 98.6% 42 7.14% 6.9
ShoreHaven Wealth Partners
4515
ShoreHaven Wealth Partners
New Jersey
$179M – – 8.41% 72.4% 257 – 0
RA
4516
Resolute Advisors
California
$179M – – 23% 36.7% 144 – 0
Shoker Investment Counsel
4517
Shoker Investment Counsel
Ohio
$178M +$25.9M +17% 15.5% 88.9% 93 9.68% 4
Robinson Capital Management
4518
Robinson Capital Management
Michigan
$178M +$3.91M +2% 5.93% 3.28% 105 39.05% 1.1
TMD Wealth Management
4519
TMD Wealth Management
Arizona
$178M – – 8.55% 2.41% 37 – 0
Founders Fund VII Management
4520
Founders Fund VII Management
California
$178M – – 21.5% 64.7% 2 – 0
Falcon Wealth Planning
4521
Falcon Wealth Planning
California
$178M – – 15.9% 56.4% 51 – 0
BM
4522
Bislett Management
California
$178M +$17.3M +11% 24.5% 19.8% 17 5.88% 5.1
Round Hill Asset Management
4523
Round Hill Asset Management
California
$178M +$13.2M +8% 6.89% 51.6% 61 6.56% 3.1
Stolper & Co
4524
Stolper & Co
Oklahoma
$178M +$23.6M +15% 15% 77.1% 91 8.79% 0.7
Santori & Peters Inc
4525
Santori & Peters Inc
Pennsylvania
$178M +$27.1M +18% 14.1% 103% 88 23.86% 1.4