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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)
Excalibur Management
4801
Excalibur Management
Massachusetts
$236M +$23.4M +11% 11.2% 93% 168 8.93% 5
Pettee Investors
4802
Pettee Investors
Connecticut
$236M +$9.9M +4% 10.9% 102% 122 4.1% 6.3
Shaker Investments
4803
Shaker Investments
Ohio
$236M +$21.6M +10% 12.4% 216% 92 13.04% 3
Towarzystwo Funduszy Inwestycyjnych PZU SA
4804
Towarzystwo Funduszy Inwestycyjnych PZU SA
$236M +$18.1M +8% 15.7% – 575 3.3% 2.1
Greenhaven Road Investment Management
4805
Greenhaven Road Investment Management
Connecticut
$236M -$1.88M -0.8% 7.09% 70.2% 23 26.09% 1.9
Maytus Capital Management
4806
Maytus Capital Management
New York
$236M -$14.4M -6% 18.4% 442% 75 66.67% 0.3
Beirne Wealth Consulting Services
4807
Beirne Wealth Consulting Services
Connecticut
$236M +$33.9M +17% 5.95% 81.9% 156 37.18% 2.6
Waterford Advisors
4808
Waterford Advisors
New York
$236M +$22.2M +10% 5.65% 50.5% 56 10.71% 0.9
Accel Wealth Management
4809
Accel Wealth Management
Iowa
$236M +$36.5M +18% 8.16% 82.4% 236 21.19% 2
Taylor Hoffman Wealth Management
4810
Taylor Hoffman Wealth Management
Virginia
$236M +$14M +6% 8.63% 47.8% 111 5.41% 4.5
Weik Capital Management
4811
Weik Capital Management
Pennsylvania
$235M +$19.1M +9% 11.4% 66.9% 97 8.25% 7.2
Hudson Value Partners
4812
Hudson Value Partners
Florida
$235M +$20.4M +9% 12.1% 124% 103 17.48% 2.2
DLK Investment Management
4813
DLK Investment Management
California
$235M +$15.6M +7% 6.32% 80.4% 113 9.73% 0.2
Raine Capital
4814
Raine Capital
New York
$235M -$122M -34% 3.26% 119% 5 20% 2.5
Invesco LLC (Illinois)
4815
Invesco LLC (Illinois)
Illinois
$235M +$19.9M +9% 11.5% 122% 165 10.3% 0.7
West Oak Capital
4816
West Oak Capital
California
$235M +$21.3M +10% 11.2% 110% 333 8.71% 6
BIMC
4817
Benson Investment Management Company
Virginia
$235M +$39.6M +20% 14.3% 99.8% 57 38.6% 1.6
Patient Square Capital
4818
Patient Square Capital
California
$235M +$51.9M +28% 6.83% 315% 3 66.67% 0.6
Valtinson Bruner Financial Planning
4819
Valtinson Bruner Financial Planning
Minnesota
$235M +$40.1M +21% 4.55% 40.3% 124 12.1% 2.5
Seaside Wealth Management
4820
Seaside Wealth Management
California
$234M +$15.8M +7% 5.34% 58.1% 56 8.93% 1.3
First Bankers Trust
4821
First Bankers Trust
Kentucky
$234M +$18.9M +9% 8.68% 78.9% 130 13.08% 6.5
Narus Financial Partners
4822
Narus Financial Partners
Utah
$234M +$26.7M +13% 9.67% 85.3% 146 10.27% 3
Robinswood Financial
4823
Robinswood Financial
Washington
$234M +$2.91M +1% 4.78% 43.1% 258 6.2% 0.7
GBI
4824
GP Brinson Investments
Illinois
$234M +$23.8M +11% 5.07% 51.2% 15 0% 2.6
David Kennon
4825
David Kennon
Florida
$234M +$10.7M +5% 5.22% 52.4% 34 20.59% 1