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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)
Verity Asset Management
4901
Verity Asset Management
North Carolina
$79.4M -$21.1M -21% 15.2% 87% 147 33.33% 1.6
First National Bank of South Miami
4902
First National Bank of South Miami
Florida
$79.3M -$21.6M -21% 17.1% 35.2% 296 10.14% 1
Sturgeon Ventures
4903
Sturgeon Ventures
United Kingdom
$79.3M -$19.9M -20% 7.68% 85.9% 39 28.21% 1
JCA
4904
Jade Capital Advisors
New Jersey
$79.3M -$103M -57% 28.4% 28.9% 110 64.55% 0.1
Vienna Insurance Group
4905
Vienna Insurance Group
Poland
$79.2M -$28.8M -27% 11.9% 230% 68 89.71% 0.5
SCC
4906
Steel Canyon Capital
Arizona
$79.1M -$22.1M -22% 26% 62.8% 37 75.68% 0.5
Cruiser Capital Advisors
4907
Cruiser Capital Advisors
Connecticut
$79M -$56.6M -42% 36% 192% 29 41.38% 1.2
Aprio Wealth Management
4908
Aprio Wealth Management
Georgia
$78.9M -$56.8M -42% 8.43% 66.1% 79 36.71% 0.2
ASA
4909
Armstrong Shaw Associates
Connecticut
$78.9M -$34.9M -31% 22.4% 51.2% 48 10.42% 4.2
Truvestments Capital
4910
Truvestments Capital
Florida
$78.7M -$65.7M -46% 18.5% 131% 569 79.09% 0.3
Vaughan & Co Securities
4911
Vaughan & Co Securities
New Jersey
$78.7M -$32.1M -29% 24.2% 70.7% 171 5.26% 0.2
Beacon Financial Advisory
4912
Beacon Financial Advisory
Ohio
$78.6M -$38.2M -33% 18.4% 76.8% 173 28.32% 0.2
Braun-Bostich & Associates
4913
Braun-Bostich & Associates
Pennsylvania
$78.5M -$23.1M -23% 13.5% 64.5% 342 14.62% 0.7
Quad-Cities Investment Group
4914
Quad-Cities Investment Group
Iowa
$78.2M -$27M -26% 18.7% 67.3% 172 17.44% 1.8
Penbrook Management
4915
Penbrook Management
New York
$78.1M -$24.5M -24% 14.4% 107% 109 9.17% 3.8
Lowell Blake & Associates
4916
Lowell Blake & Associates
Massachusetts
$77.9M -$12.6M -14% 14.3% 44.2% 59 20.34% 0.2
Saddle Point Management
4917
Saddle Point Management
New York
$77.8M -$23.5M -23% 23.9% 13.6% 1 0% 0.3
TCM
4918
Taal Capital Management
Massachusetts
$77.6M – – 22.9% – 16 – 0
Pennsylvania Capital Management
4919
Pennsylvania Capital Management
Pennsylvania
$77.6M -$27.9M -26% 12.7% 90.8% 60 33.33% 0.2
Diamant Asset Management
4920
Diamant Asset Management
Connecticut
$77.5M -$30.2M -28% 14.7% 83.6% 71 14.08% 2
S. Muoio & Co
4921
S. Muoio & Co
New York
$77.4M -$33.8M -30% 3.72% 327% 88 47.73% 2.3
Security National Bank of Sioux City Iowa
4922
Security National Bank of Sioux City Iowa
Iowa
$77.3M -$24.6M -24% 18.3% 61% 93 16.13% 4.2
Portland Hill Asset Management
4923
Portland Hill Asset Management
United Kingdom
$77.2M -$21.3M -22% 17% 30.2% 22 4.55% 2.4
CWAG
4924
Compton Wealth Advisory Group
Virginia
$77.1M -$36M -32% 19.5% 76.1% 58 10.34% 1.2
Edgbaston Investment Partners
4925
Edgbaston Investment Partners
$77.1M -$26.9M -26% 22.7% 4.67% 3 0% 1.8