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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)
Private Harbour Investment Management & Counsel
5026
Private Harbour Investment Management & Counsel
Ohio
$94.4M +$2.68M +3% 8.25% 82.6% 56 5.36% 4.2
Juniper Investment Company
5027
Juniper Investment Company
New York
$94.3M +$4.17M +5% 8.57% 358% 9 0% 1
Canaan Partners IX
5028
Canaan Partners IX
California
$94.2M -$56.4M -37% 29.6% – 1 0% 0.8
MFA Wealth Advisors
5029
MFA Wealth Advisors
Pennsylvania
$94.1M -$60.6M -39% 6.64% 68.6% 254 85.43% 1.1
Altai Capital Management
5030
Altai Capital Management
California
$93.9M -$1.37M -1% 28.2% 24.9% 6 50% 1
Recurrent Investment Advisors
5031
Recurrent Investment Advisors
Texas
$93.9M -$12.3M -12% 10.2% 99.7% 41 7.32% 0.6
Element Wealth
5032
Element Wealth
Mississippi
$93.6M +$6.46M +7% 6.67% 59.6% 139 10.79% 0.6
EFEM
5033
Eos Focused Equity Management
New York
$93.4M +$7.94M +9% 17.3% 55.7% 45 53.33% 0.5
Mangham Associates
5034
Mangham Associates
Virginia
$93.3M -$467K -0.5% 8.09% 24.4% 5 0% 1.6
Aufman Associates
5035
Aufman Associates
Pennsylvania
$93M +$4.91M +6% 7.42% 141% 41 24.39% 0.6
LCM
5036
Lafitte Capital Management
Texas
$93M +$17.1M +22% 18.9% 55.2% 10 40% 2.4
William Marsh Rice University
5037
William Marsh Rice University
Texas
$92.9M +$45.7M +97% 0.38% 1.81% 5 80% 0.8
CNFG
5038
Creegan & Nassoura Financial Group
New Hampshire
$92.9M +$4.06M +5% 8.19% 52.6% 72 2.78% 3.9
WIM
5039
Wilen Investment Management
Florida
$92M +$14.4M +19% 9.41% 79.9% 55 9.09% 5
Jentner Corp
5040
Jentner Corp
Ohio
$91.9M +$3.99M +5% 7.71% 38.9% 29 10.34% 3.1
Pacifica Partners
5041
Pacifica Partners
Canada
$91.9M +$2M +2% 5.89% 127% 394 12.44% 0.7
P.A.W. Capital
5042
P.A.W. Capital
Connecticut
$91.9M +$3.47M +4% 20.5% 54.6% 64 18.75% 3.6
DIM
5043
DC Investments Management
Virginia
$91.6M -$180M -66% 1.59% 56.3% 329 81.46% 0.8
Mork Capital Management
5044
Mork Capital Management
California
$91.4M +$6.25M +7% 9.56% 61.9% 92 4.35% 2.4
Charter Research & Investment Group
5045
Charter Research & Investment Group
Connecticut
$91.3M +$4.59M +5% 9.68% 82.3% 78 6.41% 4.3
Moulton Wealth Management
5046
Moulton Wealth Management
Washington
$91.3M +$12.1M +15% 1.66% 47.8% 15 6.67% 0.6
HM
5047
Harvest Management
New York
$91M +$63M +225% 41.9% 610% 52 67.31% 0.7
New Capital Management
5048
New Capital Management
Texas
$90.9M +$17.2M +23% 12.4% 55.4% 130 7.69% 2.6
Plotkin Financial Advisors
5049
Plotkin Financial Advisors
Maryland
$90.9M -$26.9M -23% 9.08% 95.3% 72 27.78% 0.5
RCIM
5050
Russell Clark Investment Management
United Kingdom
$90.7M +$25.9M +40% 12.9% 174% 46 32.61% 1.1