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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)
Foresite Capital Management IV
4876
Foresite Capital Management IV
California
$81.1M -$151M -65% 19.1% 151% 18 61.11% 0.8
Kelly Financial Services
4877
Kelly Financial Services
Massachusetts
$81.1M -$49.4M -38% 13.6% 64.3% 613 12.89% 0.8
Koch Industries
4878
Koch Industries
Kansas
$81.1M -$34.8M -30% 30.2% 56.9% 3 33.33% 2.2
Davidson Trust Company
4879
Davidson Trust Company
Washington
$81.1M -$18.1M -18% 17.5% 77% 111 19.82% 0.2
Inherent Group
4880
Inherent Group
New York
$81M -$35.3M -30% 18.3% 61.7% 15 66.67% 0.3
GIM
4881
Greenwich Investment Management
Connecticut
$80.8M -$22.8M -22% 26% – 68 22.06% 2.5
DS
4882
Dalal Street
Texas
$80.8M -$190M -70% 23.6% 32.1% 3 33.33% 3.3
CAGAS
4883
Capital Advisory Group Advisory Services
Minnesota
$80.7M -$109M -57% 14.5% 54.8% 496 67.94% 0.6
SCM
4884
Springhouse Capital Management
Connecticut
$80.7M -$24.3M -23% 28.9% 52% 20 50% 1.2
Thrive Capital Management (New York)
4885
Thrive Capital Management (New York)
New York
$80.5M -$64.3M -44% 9.03% 150% 4 50% 0.9
Pacifica Partners
4886
Pacifica Partners
Canada
$80.5M -$22.7M -22% 17.9% 127% 413 17.68% 0.2
Provenire Capital
4887
Provenire Capital
Minnesota
$80.5M -$98.5M -55% 11.8% – 42 57.14% 0.2
Monaco Asset Management
4888
Monaco Asset Management
Monaco
$80.4M -$143M -64% 52.8% 136% 95 76.84% 0.1
Blue Chip Wealth Management
4889
Blue Chip Wealth Management
Florida
$80.3M -$27.8M -26% 15.5% – 110 24.55% 1.7
Indie Asset Partners
4890
Indie Asset Partners
Indiana
$80.2M -$14M -15% 9.22% 115% 98 31.63% 0.2
OFG
4891
OTA Financial Group
New York
$80.2M -$69.6M -46% 23.8% 320% 84 85.71% 0.3
Coyle Financial Counsel
4892
Coyle Financial Counsel
Illinois
$80M -$27.6M -26% 18.7% 67.3% 60 30% 1.6
Equinox Partners Investment Management
4893
Equinox Partners Investment Management
Connecticut
$80M +$32.6M +69% 33% 241% 9 55.56% 0.9
CWM
4894
Capital Wealth Management
Rhode Island
$79.8M -$18.2M -19% 19% 51.3% 34 26.47% 1.4
Greenhaven Road Investment Management
4895
Greenhaven Road Investment Management
Connecticut
$79.8M -$34.7M -30% 30.7% 55.2% 23 65.22% 0.1
Consolidated Planning Corp
4896
Consolidated Planning Corp
Georgia
$79.7M -$21.4M -21% 20.8% 84.6% 48 31.25% 0.2
Adams Wealth Management
4897
Adams Wealth Management
Utah
$79.6M -$39M -33% 19% 112% 102 41.18% 0.2
Portland Investment Counsel
4898
Portland Investment Counsel
Ontario, Canada
$79.6M +$4.67M +6% 35.8% 121% 37 45.95% 2.7
Washington Capital Management
4899
Washington Capital Management
Washington
$79.5M -$36.8M -32% 19.9% 81.8% 115 33.04% 2.4
Legacy Bridge
4900
Legacy Bridge
Iowa
$79.4M -$41M -34% 20.6% 236% 313 19.81% 1