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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)
Fountainhead AM
4576
Fountainhead AM
New Jersey
$188M +$27.4M +17% 7.16% 80.4% 63 20.63% 0.2
Q3 Asset Management
4577
Q3 Asset Management
Michigan
$188M +$61.7M +49% 2.6% 105% 68 73.53% 0.2
Barnett & Company
4578
Barnett & Company
Tennessee
$188M +$28.8M +18% 13.5% 65.9% 313 18.21% 3.2
Adirondack Trust Company
4579
Adirondack Trust Company
New York
$188M +$21.5M +13% 5.65% 96.7% 401 7.48% 4.5
Patton Fund Management
4580
Patton Fund Management
Texas
$188M -$10.4M -5% 9.97% 211% 115 53.91% 0.5
Grandview Asset Management
4581
Grandview Asset Management
Pennsylvania
$188M +$34.8M +23% 4.15% 200% 537 79.14% 0.2
Harbour Investment Management
4582
Harbour Investment Management
Washington
$188M +$8.55M +5% 4.04% 58.8% 84 13.1% 4.9
GPI Capital
4583
GPI Capital
New York
$188M +$12.1M +7% 6.88% 261% 1 0% 0.3
Shilanski & Associates
4584
Shilanski & Associates
Alaska
$187M +$22.7M +14% 7.81% 84.2% 116 26.72% 0.9
Beacon Wealthcare LLC
4585
Beacon Wealthcare LLC
North Carolina
$187M – – 1.6% 47% 11 – 0
General Industrial Partners
4586
General Industrial Partners
United Kingdom
$187M +$22.9M +14% 1.24% – 11 63.64% 0.1
ITIM
4587
Indiana Trust & Investment Management
Indiana
$187M +$4.64M +3% 3.37% 114% 119 5.88% 5.6
Castellan Group
4588
Castellan Group
Kentucky
$187M +$94.6M +102% 7.66% 184% 78 28.21% 0.2
Davis Rea
4589
Davis Rea
Ontario, Canada
$187M +$9.09M +5% 7.38% 66.9% 60 8.33% 3.8
Shorepoint Capital Partners
4590
Shorepoint Capital Partners
Massachusetts
$187M +$6.59M +4% 6.93% – 82 13.41% 1.5
FP
4591
Financial Perspectives
Minnesota
$187M +$10.9M +6% 3.56% 104% 644 10.09% 1
BE
4592
Bonness Enterprises
District of Columbia
$187M +$8.17M +5% 4.92% 98.6% 39 0% 7.2
Milestone Advisory Partners
4593
Milestone Advisory Partners
North Carolina
$187M +$11.5M +7% 3.15% 19.7% 85 36.47% 1.2
Robinson Capital Management
4594
Robinson Capital Management
Michigan
$187M +$8.45M +5% 0.86% 7.8% 129 39.53% 1
MCA
4595
Mercer Capital Advisers
New Jersey
$187M +$6.44M +4% 4.29% 59.6% 163 8.59% 5.1
Accuvest Global Advisors
4596
Accuvest Global Advisors
Utah
$187M +$154M +467% 7.29% 163% 107 74.77% 0.5
WHAM
4597
Windmill Hill Asset Management
United Kingdom
$187M -$153M -45% 4.91% 98.1% 24 70.83% 0.3
HIS
4598
Horizon Investment Services
Indiana
$186M +$22.1M +13% 15.3% 250% 123 27.64% 2.3
Equinox Partners Investment Management
4599
Equinox Partners Investment Management
Connecticut
$186M -$22.2M -11% 15.1% 241% 16 25% 1.2
Wela Strategies
4600
Wela Strategies
Georgia
$186M +$12.3M +7% 3.91% 51.3% 47 21.28% 1.9