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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)
SC
5401
Samjo Capital
New York
$117M – – 20.6% 89.1% 18 – 0
Black Maple Capital Management
5402
Black Maple Capital Management
Wisconsin
$117M – – 27% 35.7% 51 – 0.3
Copperleaf Capital
5403
Copperleaf Capital
North Carolina
$117M +$13.1M +13% 7.42% 102% 62 37.1% 0.7
Wells Financial Advisors
5404
Wells Financial Advisors
Massachusetts
$117M – – 10% 58.9% 60 – 0
Protective Life
5405
Protective Life
Alabama
$117M -$23.3M -17% 1.98% 34.7% 16 12.5% 1.8
Blackhawk Capital Partners
5406
Blackhawk Capital Partners
Wisconsin
$117M +$6.5M +6% 11.5% 92.9% 101 23.76% 1
Nellore Capital Management
5407
Nellore Capital Management
California
$117M – – 19.2% 73.8% 21 – 0
Bluegrass Capital Partners
5408
Bluegrass Capital Partners
Florida
$117M – – 15.2% 60.1% 14 – 0
AAM
5409
Aware Asset Management
Minnesota
$117M -$35.3M -23% 4.19% – 2 0% 0.3
Security National Bank of Sioux City Iowa
5410
Security National Bank of Sioux City Iowa
Iowa
$117M +$10M +9% 12.1% 61% 99 10.1% 3.9
Curran Financial Partners
5411
Curran Financial Partners
South Carolina
$117M – – 10.6% 53.5% 58 – 0
Portland Investment Counsel
5412
Portland Investment Counsel
Ontario, Canada
$117M +$36.1M +45% 19.5% 121% 34 32.35% 2.7
Adero Partners
5413
Adero Partners
California
$117M -$8.18M -7% 15.7% 27.7% 99 32.32% 0.7
Hickory Lane Capital Management
5414
Hickory Lane Capital Management
New York
$117M – – 30.8% – 31 – 0
RHS Financial
5415
RHS Financial
California
$117M +$17.2M +17% 8.41% 65.6% 77 7.79% 1.3
Greenstone Partners & Co
5416
Greenstone Partners & Co
California
$117M – – 26% 402% 10 – 0
Beta Wealth Group
5417
Beta Wealth Group
California
$116M – – 9.17% 51.2% 36 – 0.4
First National Bank of South Miami
5418
First National Bank of South Miami
Florida
$116M +$11.4M +11% 11.7% 35.2% 318 18.55% 1.5
Nine Masts Capital
5419
Nine Masts Capital
Hong Kong
$116M -$10M -8% 13.6% 88.1% 53 86.79% 0.3
Davidson Trust Company
5420
Davidson Trust Company
Washington
$116M +$6.36M +6% 14% 77% 125 8% 0.8
HighMark Wealth Management
5421
HighMark Wealth Management
Minnesota
$116M +$5.39M +5% 15.4% 110% 502 18.13% 0.8
TA
5422
TrueWealth Advisors
Alabama
$116M – – 9.45% 60.9% 83 – 0
Ciovacco Capital Management
5423
Ciovacco Capital Management
Georgia
$116M – – 17% 100% 36 – 0
SR
5424
Summer Road
Florida
$116M +$73.6M +172% 172% 214% 1 0% 2.8
Yarra Square Partners
5425
Yarra Square Partners
New York
$116M – – 21.9% 55.9% 16 – 0