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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)
Peak Planning Group
5151
Peak Planning Group
Colorado
$71.5M – – 10.2% 105% 49 – 0
Texas Capital Bancshares
5152
Texas Capital Bancshares
Texas
$71.2M +$3.74M +6% 7.13% 175% 47 12.77% 2.3
DLDF
5153
Dan L. Duncan Foundation
Texas
$71M -$10.7M -13% 3.74% 11.8% 3 0% 0.6
AWH Capital
5154
AWH Capital
Texas
$71M +$20M +39% 14.1% 183% 50 48% 0.6
GBA
5155
Garrison Bradford & Associates
New York
$71M +$2.11M +3% 7.2% 62.2% 56 8.93% 3.8
National Investment Services of America
5156
National Investment Services of America
Wisconsin
$70.9M +$703K +1% 7.06% – 80 17.5% 0.6
Penn Mutual Asset Management
5157
Penn Mutual Asset Management
Pennsylvania
$70.9M -$27M -28% 9.87% 32% 62 64.52% 0.5
Triad Investment Management
5158
Triad Investment Management
California
$70.6M -$3.3M -4% 4.43% – 54 9.26% 1.1
Horizon Bancorp
5159
Horizon Bancorp
Indiana
$70.6M -$22.5M -24% 7.3% 33.4% 265 13.21% 0.7
OFM
5160
Okumus Fund Management
Cayman Islands
$70.3M +$12.6M +22% 29.8% 8.26% 2 0% 2.8
Ferox Capital
5161
Ferox Capital
United Kingdom
$70.3M -$19.1M -21% 0% – 34 0% 0.2
MKD Wealth Coaches
5162
MKD Wealth Coaches
Michigan
$70M -$9.21M -12% 6.01% – 38 31.58% 1
Security Benefit Life Insurance Company
5163
Security Benefit Life Insurance Company
Kansas
$69.8M +$23.1M +49% 10.4% 61.7% 9 22.22% 0.9
Mitsubishi UFJ Securities
5164
Mitsubishi UFJ Securities
Japan
$69.4M +$68.1M +5,030% 5.98% 81.1% 56 89.29% 0.1
Tempus Wealth Planning
5165
Tempus Wealth Planning
California
$69.1M +$2.09M +3% 2.88% 95% 81 19.75% 0.6
Alterna Wealth Management
5166
Alterna Wealth Management
Texas
$69M -$14.7M -18% 5.69% 52.9% 118 45.76% 0.9
Gemsstock Ltd
5167
Gemsstock Ltd
United Kingdom
$68.8M -$23M -25% 5.38% 149% 12 41.67% 0.4
Gainplan
5168
Gainplan
Michigan
$68.5M -$85.3M -55% 4.87% 103% 54 57.41% 0.7
KAM
5169
Kinney Asset Management
Illinois
$68.3M -$14.1M -17% 10.2% 10.1% 4 0% 0.6
GuideStone Capital Management
5170
GuideStone Capital Management
Texas
$68.2M +$30.1M +79% 27% 49.2% 1 0% 0.8
PBMares Wealth Management
5171
PBMares Wealth Management
Virginia
$68M +$1.52M +2% 6.08% 67.7% 116 17.24% 0.6
EDMP Inc
5172
EDMP Inc
Florida
$68M +$3.77M +6% 5.08% 78% 47 8.51% 3.4
University of Maryland Foundation
5173
University of Maryland Foundation
Maryland
$67.9M -$998K -1% 11.2% 54.9% 5 0% 0.7
GFI
5174
Global Frontier Investments
South Carolina
$67.8M +$2.26M +3% 2.13% – 17 5.88% 0.2
Greywolf Capital Management
5175
Greywolf Capital Management
New York
$67.3M -$8.68M -11% 52.4% 174% 3 0% 3.2