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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)
Blackcrane Capital
5876
Blackcrane Capital
Washington
$63.5M +$12.5M +25% 1.34% 40% 15 40% 0.9
Strategic Vision Investment
5877
Strategic Vision Investment
Hong Kong
$62.1M -$228M -79% 0.59% 95.6% 23 73.91% 0.5
Newfleet Asset Management
5878
Newfleet Asset Management
Connecticut
$62.1M -$188M -75% 0.09% – 13 23.08% 0.2
SWG
5879
Summit Wealth Group
Vermont
$62.1M -$97.3M -61% 0.72% 56.7% 225 94.22% 0
SCIM
5880
Spring Creek Investment Management
Pennsylvania
$61.3M -$2.54M -4% 8.59% 45.9% 13 53.85% 0.8
State of Wyoming
5881
State of Wyoming
Wyoming
$61M – – 6.49% 135% 569 – 0
NVIM
5882
New Vernon Investment Management
Illinois
$60.4M +$7.72M +15% 13.9% 83.1% 38 5.26% 2.7
Amazon.com Inc
5883
Amazon.com Inc
Washington
$60.3M +$19.8M +49% 10.7% 19% 2 50% 0.1
CGIM
5884
Cannon Global Investment Management
Florida
$58.9M +$50.6M +607% 11.9% 136% 97 98.97% 0
OH
5885
Oikos Holdings
New York
$58.8M -$77.1M -57% 6.03% 5.54% 3 66.67% 0.8
MKD Wealth Coaches
5886
MKD Wealth Coaches
Michigan
$58.6M -$3.8M -6% 7.86% – 26 23.08% 1.1
Horton Capital Management
5887
Horton Capital Management
Pennsylvania
$58.4M -$28.3M -33% 24.1% – 7 14.29% 1.3
JDR
5888
Jay D. Rosenbaum
$58.3M +$797K +1% 4.7% 12.9% 45 0% 4.1
WH
5889
Wolfswood Holdings
New York
$58.3M +$33.2M +133% 2.57% 41.6% 26 96.15% 0
Sage Private Wealth Group
5890
Sage Private Wealth Group
Illinois
$57.9M +$22.1M +62% 11.2% 72.3% 168 9.52% 0.2
SNN
5891
Shen Neil Nanpeng
$57.8M +$2.54M +5% 7.08% 50.3% 8 50% 0.4
CIM
5892
Coastal Investment Management
California
$57.4M +$3.3M +6% 2.07% – 28 64.29% 0.2
Covalent Partners
5893
Covalent Partners
Massachusetts
$57.4M +$21M +58% 14.1% 36.6% 56 76.79% 0.3
Cedar Capital
5894
Cedar Capital
Illinois
$56.9M +$2M +4% 7.33% 98% 60 31.67% 0.9
First National Bank Sioux Falls
5895
First National Bank Sioux Falls
South Dakota
$56.4M +$10.4M +23% 8.74% 70.3% 88 15.91% 3.5
Mayfair Advisory Group
5896
Mayfair Advisory Group
Alabama
$55.9M +$4.84M +9% 7.47% 71.5% 96 21.88% 0.6
FRM
5897
Fox Run Management
Connecticut
$55.5M +$5.93M +12% 13.7% 64% 348 91.95% 0
Clear Investment Research
5898
Clear Investment Research
Georgia
$55.3M -$10K -0% 5.64% 53.7% 134 6.72% 2.9
Matrix China Management III
5899
Matrix China Management III
Cayman Islands
$55.1M – – 104% – 2 – 0
Arlington Capital Management
5900
Arlington Capital Management
Illinois
$54.7M -$18.6M -25% 0.71% 146% 86 53.49% 0.3