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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)
Banyan Capital Management
4676
Banyan Capital Management
Georgia
$94.2M -$20.5M -18% 23.9% 44.4% 20 10% 1.2
MI
4677
MMCAP International
Cayman Islands
$94.2M -$201M -68% 6.06% 127% 62 75.81% 0.1
ER
4678
Enlightenment Research
Florida
$94.2M +$72.9M +341% 14.3% 195% 204 92.16% 0
Brooks Moore & Associates
4679
Brooks Moore & Associates
Tennessee
$94.1M -$31.9M -25% 18.8% 72.3% 98 16.33% 1.2
Strategic Financial Partners
4680
Strategic Financial Partners
Oregon
$94M -$28.1M -23% 15.6% 59.6% 69 14.49% 0.2
Hanseatic Management Services
4681
Hanseatic Management Services
New Mexico
$94M -$15.5M -14% 6.15% – 291 52.23% 0.7
RiverGlades Family Offices
4682
RiverGlades Family Offices
Florida
$93.9M -$22M -19% 15.6% – 65 15.38% 1.1
Walkner Condon Financial Advisors
4683
Walkner Condon Financial Advisors
Wisconsin
$93.6M -$10.1M -10% 14.6% 62.6% 70 28.57% 0.2
McNaughton Wealth Management
4684
McNaughton Wealth Management
California
$93.6M -$13.8M -13% 13% 55.6% 48 8.33% 0.2
Karani Asset Management
4685
Karani Asset Management
New York
$93.6M -$14.3M -13% 15.2% – 63 25.4% 0.2
Peak Capital Management
4686
Peak Capital Management
Colorado
$93.5M -$29.7M -24% 9.85% 9.52% 20 10% 2.1
Morris Capital Advisors
4687
Morris Capital Advisors
Pennsylvania
$93.4M -$26M -22% 14.5% 72.9% 70 14.29% 3.1
Chapman Investment Management
4688
Chapman Investment Management
California
$93.4M -$16M -15% 14% 57.3% 40 10% 0.2
Hurlow Wealth Management Group
4689
Hurlow Wealth Management Group
Indiana
$93.4M -$8.72M -9% 17.7% 60.7% 99 12.12% 1.1
IAS
4690
Investment Advisory Services
Texas
$93.4M -$17.8M -16% 16.5% 74.9% 80 28.75% 0.2
MC
4691
MRJ Capital
New York
$93.3M -$85.5M -48% 21.6% 127% 55 14.55% 3.8
Harbor Advisory Corp
4692
Harbor Advisory Corp
New Hampshire
$93.3M -$26.9M -22% 18.5% 69.7% 39 15.38% 2.1
GIC
4693
Gantzert Investment Company
Illinois
$93.2M -$16.2M -15% 16.8% – 60 1.67% 1.2
TRV GP II
4694
TRV GP II
Massachusetts
$93.1M -$3.82M -4% 36.5% 20.8% 3 33.33% 1.5
PAPAIJV
4695
Paragon Associates & Paragon Associates II Joint Venture
Texas
$93.1M -$84.9M -48% 20.6% 168% 21 52.38% 2.7
HCSF Management
4696
HCSF Management
California
$93M -$58.7M -39% 30.6% 58.8% 14 14.29% 2
Bluestem Financial Advisors
4697
Bluestem Financial Advisors
Illinois
$92.9M -$17.2M -16% 13.4% 42.2% 19 0% 0.3
Secure Asset Management
4698
Secure Asset Management
Michigan
$92.9M -$48.9M -34% 15.2% 97.2% 170 41.18% 0.2
Stewart Asset Management
4699
Stewart Asset Management
New York
$92.9M -$6.22M -6% 12.1% 42.5% 46 30.43% 0.2
PFG Private Wealth Management
4700
PFG Private Wealth Management
Florida
$92.9M -$19.1M -17% 12.6% 52.6% 47 12.77% 0.3