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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)
Global Financial Private Client
5276
Global Financial Private Client
Florida
$126M +$10.8M +9% 12% 100% 600 28.67% 0.7
Hudson Canyon Capital Management
5277
Hudson Canyon Capital Management
New York
$126M – – 12.8% 182% 58 – 0
Masterton Capital Management
5278
Masterton Capital Management
New York
$126M – – 13.5% 1.94% 19 – 0
Diametric Capital
5279
Diametric Capital
Massachusetts
$126M -$8.46M -6% 33% 175% 204 63.73% 0.3
Jess S. Morgan & Co
5280
Jess S. Morgan & Co
California
$126M +$25.3M +25% 23% 69.3% 43 13.95% 0.9
Otter Creek Advisors
5281
Otter Creek Advisors
Florida
$126M +$12.9M +11% 21.7% 173% 53 45.28% 0.9
JVL Associates
5282
JVL Associates
Michigan
$126M +$19.5M +18% 16% 81% 41 14.63% 2.3
Values First Advisors
5283
Values First Advisors
Tennessee
$125M +$16.7M +15% 18.3% 87.6% 149 9.4% 0.8
Chicago Capital Management
5284
Chicago Capital Management
Illinois
$125M +$21M +20% 49.2% 270% 29 86.21% 0.1
Carl P. Sherr & Co
5285
Carl P. Sherr & Co
Massachusetts
$125M +$15M +14% 11.8% 78.6% 109 7.34% 0.9
DRH Investments
5286
DRH Investments
California
$125M +$17.1M +16% 11.9% 76.2% 19 42.11% 0.5
Somerset Group
5287
Somerset Group
Minnesota
$125M +$14.9M +13% 14.3% 95.6% 71 11.27% 3.9
SAMT
5288
Select Asset Management & Trust
Pennsylvania
$125M – – 12.8% 80% 63 – 2.6
Farmers & Merchants Trust Co of Chambersburg PA
5289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$125M +$9.4M +8% 10.4% 65.5% 286 8.04% 3.1
Baron Financial Group
5290
Baron Financial Group
New Jersey
$125M +$18.8M +18% 15.2% 55.5% 294 12.93% 0.3
RiverTree Advisors
5291
RiverTree Advisors
Florida
$125M – – 9.43% 25.4% 31 – 0
BCK Capital Management
5292
BCK Capital Management
Connecticut
$125M – – 31.3% 161% 55 – 0
LPARFS
5293
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$125M – – 27.2% – 72 – 0
McNaughton Wealth Management
5294
McNaughton Wealth Management
California
$125M +$10.7M +9% 8.15% 55.6% 52 13.46% 0.8
Daily Journal Corp
5295
Daily Journal Corp
California
$125M +$26.6M +27% 27.1% 109% 4 0% 7
Iron Horse Wealth Management
5296
Iron Horse Wealth Management
Iowa
$125M – – 10.3% 29.1% 188 – 0
Planned Solutions
5297
Planned Solutions
California
$125M +$22.5M +22% 12.9% 68.3% 479 30.69% 0.2
BI
5298
Blooom Inc
Kansas
$125M – – 10.6% – 43 – 0
Savior LLC
5299
Savior LLC
Massachusetts
$125M +$40M +47% 17.3% 82.8% 909 10.01% 0.9
Kopion Asset Management
5300
Kopion Asset Management
Texas
$125M +$37.5M +43% 55.5% 80.5% 23 13.04% 0.9