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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)
Aevitas Wealth Management
4751
Aevitas Wealth Management
Massachusetts
$89.4M -$17M -16% 13.3% 36.4% 110 18.18% 2.1
Gainplan
4752
Gainplan
Michigan
$89.3M -$101M -53% 12.3% 103% 54 62.96% 0.6
Boyar Asset Management
4753
Boyar Asset Management
New York
$89.3M -$49.1M -35% 23.3% 87% 73 21.92% 4.9
Kerntke Otto McGlone Wealth Management Group
4754
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$89.3M -$29.1M -25% 20% 64.9% 112 22.32% 0.2
Acorn Wealth Advisors
4755
Acorn Wealth Advisors
Michigan
$89.3M -$29.5M -25% 17.1% 58.8% 129 23.26% 1.9
Andesa Financial Management
4756
Andesa Financial Management
Pennsylvania
$89.3M -$25.4M -22% 17.2% 73.6% 113 38.05% 1.3
Wealth Advisors of Tampa Bay
4757
Wealth Advisors of Tampa Bay
Florida
$89.2M -$19.3M -18% 20% 100% 70 21.43% 1.5
SpiderRock Advisors
4758
SpiderRock Advisors
Delaware
$89.2M +$82.5M +1,231% – – 155 0% 0.8
L2 Asset Management
4759
L2 Asset Management
Massachusetts
$89.1M -$25M -22% 18.5% 139% 92 40.22% 0.2
Summit Rock Advisors
4760
Summit Rock Advisors
New York
$89M -$32.6M -27% 23.2% – 6 66.67% 0.9
Tandem Capital Management
4761
Tandem Capital Management
New Jersey
$88.8M -$27.7M -24% 21.7% 128% 78 14.1% 0.2
DLDF
4762
Dan L. Duncan Foundation
Texas
$88.7M -$3.93M -4% 9.21% 11.8% 4 0% 0.3
Lead Edge Capital Management
4763
Lead Edge Capital Management
New York
$88.6M -$60.1M -40% 14.9% 20.2% 6 50% 0.2
Ballew Advisors
4764
Ballew Advisors
Mississippi
$88.5M -$28.2M -24% 12.7% 68% 98 27.55% 1.9
VV Manager
4765
VV Manager
Massachusetts
$88.5M -$37M -29% 16.4% – 5 40% 0.9
AlpInvest Partners
4766
AlpInvest Partners
Netherlands
$88.5M -$29.1M -25% 8.45% 178% 32 56.25% 0.5
Lederer & Associates Investment Counsel
4767
Lederer & Associates Investment Counsel
California
$88.4M -$26.7M -23% 16.7% 92.7% 99 31.31% 3.1
Kendall Capital Management
4768
Kendall Capital Management
Maryland
$88.4M -$38.7M -30% 24.4% 130% 116 14.66% 1.8
HBC Financial Services
4769
HBC Financial Services
Washington
$88.2M -$27.2M -24% 17.9% 12.6% 178 12.36% 0.2
StrongBox Wealth
4770
StrongBox Wealth
Missouri
$88.2M – – 11.3% 63.9% 77 – 0
IWAG
4771
Integer Wealth Advisors Group
Georgia
$88M -$12.8M -13% 20.7% – 69 15.94% 0.2
SL
4772
SOF Ltd
Cayman Islands
$87.9M -$54M -38% 38% 42.3% 1 0% 3.3
ARQ Wealth Advisors
4773
ARQ Wealth Advisors
Arizona
$87.9M – – 18.3% 59.3% 39 – 0
Tiller Private Wealth
4774
Tiller Private Wealth
Pennsylvania
$87.9M -$35.7M -29% 23.4% 60.2% 44 27.27% 2.7
SC
4775
Steph & Co
Wisconsin
$87.9M -$29.5M -25% 20.4% 61.6% 272 12.87% 0.2