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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)
TWS
4926
Thomas W. Smith
$148M -$13M -8% 2.07% – 8 0% 5.7
David J. Yvars Group
4927
David J. Yvars Group
Florida
$148M – – 12.8% 143% 79 – 0
Leicht Financial Planning & Wealth Management
4928
Leicht Financial Planning & Wealth Management
New Jersey
$148M +$12.9M +10% 8.75% 50.2% 21 4.76% 0.5
Soundwatch Capital
4929
Soundwatch Capital
Connecticut
$147M -$161M -52% 11.9% 79.6% 26 11.54% 0.5
Fullen Financial Group
4930
Fullen Financial Group
Ohio
$147M +$16.2M +12% 11.4% 28.4% 56 1.79% 0.5
Yale University
4931
Yale University
Connecticut
$147M +$115M +351% 13.8% 33.7% 14 78.57% 0.5
Landaas & Company
4932
Landaas & Company
Wisconsin
$147M +$15.4M +12% 13.3% 68.3% 64 14.06% 2.3
SAIF Advisors
4933
SAIF Advisors
Hong Kong
$147M – – 10.6% – 3 – 1.3
Brendel Financial Advisors
4934
Brendel Financial Advisors
New Hampshire
$147M +$22.1M +18% 25.3% 139% 94 35.11% 1.2
Monte Financial Group
4935
Monte Financial Group
Connecticut
$147M +$14.7M +11% 15.5% 66.7% 63 12.7% 2.2
ICICI Prudential Asset Management
4936
ICICI Prudential Asset Management
India
$147M – – 13.1% 79.3% 45 – 1.4
Rede Wealth
4937
Rede Wealth
Virginia
$147M – – 9.51% 84.4% 92 – 0
Kelly Financial Services
4938
Kelly Financial Services
Massachusetts
$147M +$7.55M +5% 11.2% 64.3% 627 10.69% 1.4
KCM
4939
Knoll Capital Management
Florida
$147M +$24.7M +20% 21.1% 258% 31 3.23% 1.6
Sustainable Insight Capital Management
4940
Sustainable Insight Capital Management
New York
$147M – – 17.1% 168% 111 – 0.7
GWM
4941
Gray Wealth Management
Maine
$147M +$18.9M +15% 10.2% 22.1% 106 10.38% 0.6
First Round Capital Management III
4942
First Round Capital Management III
Pennsylvania
$146M – – 31.3% – 2 – 0
Hubbell Strickland Wealth Management
4943
Hubbell Strickland Wealth Management
Louisiana
$146M +$18M +14% 12.7% 64.8% 59 1.69% 1.2
HC Advisors
4944
HC Advisors
Georgia
$146M +$22.3M +18% 12.4% 70.7% 90 18.89% 0.4
Cincinnati Casualty Company
4945
Cincinnati Casualty Company
Ohio
$146M +$18M +14% 15.3% 68.7% 25 4% 5.5
Pavion Blue Capital
4946
Pavion Blue Capital
California
$146M +$16M +12% 15.1% 87.8% 95 13.68% 0.8
One Advisory Partners
4947
One Advisory Partners
Kansas
$146M +$14.3M +11% 9.61% 58.3% 30 23.33% 0.4
Cribstone Capital Management
4948
Cribstone Capital Management
Maine
$146M +$23.5M +19% 10.6% 22.4% 371 23.99% 2.8
O'Keefe Stevens Advisory
4949
O'Keefe Stevens Advisory
New York
$146M +$17.4M +14% 17.9% 208% 39 5.13% 2.7
L2 Asset Management
4950
L2 Asset Management
Massachusetts
$146M +$21.4M +17% 18.9% 139% 87 22.99% 0.6