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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)
Hickory Point Bank & Trust
7051
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 1.23% – 456 71.93% 0.3
Key Capital Management
7052
Key Capital Management
Tennessee
$151M +$50.5M +50% 1.43% – 767 40.42% 0.2
Morgan Creek Capital Management
7053
Morgan Creek Capital Management
North Carolina
$151M -$214M -59% 19.6% – 16 56.25% 0.2
Palouse Capital Management
7054
Palouse Capital Management
Washington
$151M -$4.83M -3% 1.2% 67.8% 175 30.29% 2.7
Hartmann Taylor Wealth Management
7055
Hartmann Taylor Wealth Management
Texas
$151M +$3.09M +2% 2.42% – 55 5.45% 0.9
Brightwater Advisory
7056
Brightwater Advisory
Florida
$151M +$3.19M +2% 0.74% – 61 4.92% 2
Merkkuri Wealth Advisors
7057
Merkkuri Wealth Advisors
New York
$151M +$4.13M +3% 0.93% – 397 76.57% 0.3
MWS
7058
MFA Wealth Services
California
$151M +$3.05M +2% 0.33% – 126 10.32% 1.1
DIG
7059
Dauntless Investment Group
New Hampshire
$151M +$25.1M +20% 2.87% – 96 59.38% 0.3
Alta Partners Management Company
7060
Alta Partners Management Company
Wyoming
$151M +$47.4M +46% 45.8% – 2 0% 1.3
HEC
7061
Hudson Executive Capital
New York
$151M +$16.9M +13% 15.5% 127% 2 0% 6
M.E. Allison & Co
7062
M.E. Allison & Co
Texas
$151M +$3.69M +3% 1.06% – 198 12.63% 1
Stage Harbor Financial
7063
Stage Harbor Financial
Massachusetts
$151M +$2.46M +2% 1.13% 56.4% 64 10.94% 1.6
Fingerlakes Wealth Management
7064
Fingerlakes Wealth Management
New York
$151M -$6.54M -4% 3.65% 92.1% 99 4.04% 3.3
Crew Capital Management
7065
Crew Capital Management
Ohio
$151M -$8.09M -5% 1.67% 111% 114 7.02% 2.7
Banco de Sabadell
7066
Banco de Sabadell
Florida
$151M -$2.7M -2% 1.05% 75.1% 66 10.61% 5.3
Wilson & Boucher Capital Management
7067
Wilson & Boucher Capital Management
California
$151M -$1.54M -1% 0.12% 69.8% 116 3.45% 3.5
CAM
7068
Crown Advisors Management
California
$151M -$1.37M -0.9% 19.2% 284% 47 36.17% 2.4
Lansing Management
7069
Lansing Management
New York
$151M +$34.5K +0% 6.29% 76.9% 15 20% 1.7
Cox Capital Management
7070
Cox Capital Management
Massachusetts
$151M -$10.3M -6% 3.24% 106% 75 20% 2.9
ICMP
7071
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M -$18.3K -0% 3.65% 39.7% 62 12.9% 3
FACT Capital
7072
FACT Capital
New York
$150M -$28.4M -16% 5.94% 227% 22 40.91% 1.2
FWM
7073
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 0.31% 40.8% 45 15.56% 1.9
JCP Investment Management
7074
JCP Investment Management
Texas
$150M +$23.8M +19% 3.04% 94.7% 28 50% 1
WinCap Financial
7075
WinCap Financial
Massachusetts
$150M +$4.61M +3% 0.43% – 96 22.92% 0.9