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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)
HCM
4601
Hall Capital Management
Rhode Island
$97.9M -$24.9M -20% 14.4% – 86 18.6% 4.2
Vista Investment Management
4602
Vista Investment Management
Pennsylvania
$97.9M -$35.3M -27% 18.5% 54.4% 146 16.44% 2
Americana Partners
4603
Americana Partners
Texas
$97.8M -$80.8M -45% 29.6% 93.9% 596 83.72% 0.2
MONECO Advisors
4604
MONECO Advisors
Connecticut
$97.7M -$42.8M -30% 16.9% 77.7% 164 35.98% 1
Guardian Investment Management
4605
Guardian Investment Management
California
$97.6M -$28.2M -22% 19.7% 103% 62 22.58% 4.1
Calixto Global Investors
4606
Calixto Global Investors
Florida
$97.6M -$46.5M -32% 4.09% 180% 15 33.33% 0.7
Merk Investments
4607
Merk Investments
California
$97.6M -$56.4M -37% 20.7% 378% 18 16.67% 0.2
Monetta Financial Services
4608
Monetta Financial Services
Illinois
$97.6M -$36.5M -27% 16.3% 305% 50 48% 2
Cordant Inc
4609
Cordant Inc
Oregon
$97.5M -$20.2M -17% 13% 47% 225 76% 0.2
Townsend Asset Management
4610
Townsend Asset Management
North Carolina
$97.5M -$26.5M -21% 19.1% 88.5% 207 21.26% 0.2
Live Oak Private Wealth
4611
Live Oak Private Wealth
North Carolina
$97.5M -$5.33M -5% 21.6% 74.6% 85 20% 0.2
R.W. Roge & Company
4612
R.W. Roge & Company
New York
$97.5M -$2.74M -3% 14.2% 76.3% 49 36.73% 0.2
Key Financial Inc
4613
Key Financial Inc
Pennsylvania
$97.5M -$9.12M -9% 20.1% 64.1% 737 84.94% 0
Apollon Wealth Management
4614
Apollon Wealth Management
South Carolina
$97.4M -$15.8M -14% 12.9% 96.7% 89 49.44% 0.7
Campbell Capital Management
4615
Campbell Capital Management
Florida
$97.4M -$65.6M -40% 15.3% 123% 62 48.39% 0.9
Q3 Asset Management
4616
Q3 Asset Management
Michigan
$97.4M +$53M +119% 3.56% 105% 44 68.18% 0.3
Adaptive Financial Consulting
4617
Adaptive Financial Consulting
Ohio
$97.3M -$6.88M -7% 10.1% 37% 22 0% 0.3
Heron Financial Group
4618
Heron Financial Group
New York
$97.3M -$23.5M -19% 19.7% 47.5% 134 19.4% 0.2
Capstone Financial Group
4619
Capstone Financial Group
Oklahoma
$97.3M -$6.58M -6% 11.5% – 158 15.19% 0.2
Venator Capital Management
4620
Venator Capital Management
Ontario, Canada
$97.3M -$5.98M -6% 26.5% 154% 45 73.33% 0.4
Concorde Asset Management
4621
Concorde Asset Management
Michigan
$97.2M -$47.2M -33% 12% – 170 57.06% 2
Watchman Group
4622
Watchman Group
Texas
$97.1M -$37.2M -28% 20.9% 54% 87 25.29% 0.2
Cheyne Capital Management (UK)
4623
Cheyne Capital Management (UK)
United Kingdom
$97.1M -$68M -41% 3.75% 35.6% 48 29.17% 0.8
Spectrum Asset Management (Connecticut)
4624
Spectrum Asset Management (Connecticut)
Connecticut
$97M -$103K -0.1% 13.5% 2.88% 8 50% 2.6
Kiley Juergens Wealth Management
4625
Kiley Juergens Wealth Management
Washington
$97M -$16.9M -15% 15.8% 121% 46 10.87% 1.8