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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)
HFAS
5051
Hummer Financial Advisory Services
Illinois
$66.3M -$26.3M -28% 16.7% 71.8% 108 31.48% 0.2
Millrace Asset Group
5052
Millrace Asset Group
Pennsylvania
$66.2M -$25.7M -28% 12.3% 113% 89 58.43% 0.8
Lucas Capital Management
5053
Lucas Capital Management
New Jersey
$66.2M -$18.2M -22% 18.6% 44.5% 50 26% 4.9
AlphaSimPlex Group
5054
AlphaSimPlex Group
Massachusetts
$66.1M -$199M -75% 22.2% 35.5% 267 67.79% 1
Roubaix Capital
5055
Roubaix Capital
Colorado
$65.9M -$38M -37% 23.2% 159% 64 70.31% 0.3
Central Asset Investments & Management Holdings
5056
Central Asset Investments & Management Holdings
Hong Kong
$65.8M -$55.8M -46% 0.33% 3,078% 29 68.97% 0.3
Mittleman Investment Management
5057
Mittleman Investment Management
New York
$65.4M -$71M -52% 47.3% 11.6% 7 14.29% 4.4
Virtue Capital Management
5058
Virtue Capital Management
Tennessee
$65.4M -$281M -81% 3.19% 97.9% 234 88.03% 1.3
Mad River Investors
5059
Mad River Investors
Massachusetts
$65.2M -$51.8M -44% 31.5% 169% 23 17.39% 4
ICM
5060
ISZO Capital Management
New York
$65.2M -$4.27M -6% 34% 68.2% 10 60% 0.3
Total Clarity Wealth Management
5061
Total Clarity Wealth Management
Illinois
$64.7M -$68.5M -51% 13.8% 73.2% 695 86.47% 0.2
Arias Resource Capital
5062
Arias Resource Capital
Cayman Islands
$64.7M -$77.9M -55% 51.5% 81.3% 1 0% 2.3
Horizon Bancorp
5063
Horizon Bancorp
Indiana
$64.7M -$41.9M -39% 19.1% 35.3% 320 31.56% 0.2
Juniper Investment Company
5064
Juniper Investment Company
New York
$64.6M -$38.2M -37% 39.2% 358% 9 0% 0.5
BRC
5065
Bell Rock Capital
Delaware
$64.4M -$51.7M -45% 16.2% – 384 83.07% 2.5
&Partners
5066
&Partners
Tennessee
$64.3M -$19.8M -24% 25.7% 78.4% 181 31.49% 0.9
DRD
5067
Dennis R. Delaney
$63.9M -$14.1M -18% 14.7% 98.2% 49 2.04% 3.6
Rainey & Randall Wealth Advisors
5068
Rainey & Randall Wealth Advisors
Florida
$63.9M -$49.4M -44% 17.5% 52.3% 26 30.77% 2
Selective Wealth Management
5069
Selective Wealth Management
Virginia
$63.8M -$18.8M -23% 19.7% 74.4% 357 11.48% 0.5
Oppenheimer & Close
5070
Oppenheimer & Close
New York
$63.7M -$31.7M -33% 27.2% 148% 52 17.31% 3.3
PBMares Wealth Management
5071
PBMares Wealth Management
Virginia
$63.5M -$20.5M -24% 18.2% 67.7% 133 26.32% 0.2
Flowering Tree Investment Management
5072
Flowering Tree Investment Management
Singapore
$63.5M -$36.9M -37% 2.65% 47.4% 4 50% 1.9
DG Capital Management
5073
DG Capital Management
New York
$63.4M +$11.4M +22% 15.2% 82% 18 55.56% 0.7
Avondale Wealth Management
5074
Avondale Wealth Management
Texas
$63.3M -$4.86M -7% 17.2% 83.8% 103 9.71% 1.8
Spinnaker Capital
5075
Spinnaker Capital
Massachusetts
$63.2M -$54.3M -46% 46.2% 12.4% 2 0% 2.3