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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)
Ariston Services Group
7076
Ariston Services Group
California
$120M +$4.27M +4% 2.91% 71.7% 71 5.63% 0.9
Barnett & Company
7077
Barnett & Company
Tennessee
$120M -$33.1M -22% 0.11% 65.9% 89 21.35% 3.9
Ulland Investment Advisors
7078
Ulland Investment Advisors
Minnesota
$120M -$37.2M -24% 5.69% 161% 230 10% 2.2
CNO Financial Group
7079
CNO Financial Group
Indiana
$120M – – 0.98% – 9 – 1.4
David Wealth Management
7080
David Wealth Management
Virginia
$120M -$1.53M -1% 1.48% – 50 6% 0.2
Michelson Medical Research Foundation
7081
Michelson Medical Research Foundation
California
$120M +$190K +0.2% 1.55% 52.2% 30 23.33% 1.5
Robinson Smith Wealth Advisors
7082
Robinson Smith Wealth Advisors
Maine
$119M +$1.52M +1% 1.52% 62.6% 88 12.5% 1.1
Accelerate Investment Advisors
7083
Accelerate Investment Advisors
California
$119M +$6.05M +5% 0.72% – 124 26.61% 0.4
EDMP Inc
7084
EDMP Inc
Florida
$119M +$14.1M +13% 6.05% 78% 73 13.7% 4
Courant Investment Management
7085
Courant Investment Management
Tennessee
$119M +$1.21M +1% 4.54% 35.2% 8 0% 5
Objectivity Squared
7086
Objectivity Squared
South Carolina
$119M -$24.5M -17% 2.28% – 51 17.65% 1.1
Applied Fundamental Research
7087
Applied Fundamental Research
Massachusetts
$119M -$8.54M -7% 2.68% 44.6% 13 15.38% 2.6
Persistent Asset Partners
7088
Persistent Asset Partners
Hong Kong
$119M -$1.36M -1% 2.11% – 221 57.01% 0.1
TCM
7089
TAM Capital Management
Connecticut
$119M -$157M -57% 10.8% 4.15% 9 77.78% 0.5
Pine Haven Investment Counsel
7090
Pine Haven Investment Counsel
Massachusetts
$119M -$2.52M -2% 0.2% 86.3% 115 8.7% 2.6
AAA
7091
American Alpha Advisors
New York
$119M +$5.34M +5% 2.36% – 116 68.1% 0.2
Lansing Management
7092
Lansing Management
New York
$119M +$5.61M +5% 1.85% 76.9% 8 12.5% 2.9
BF
7093
Baring Financial
Washington
$119M +$6.92M +6% 3.18% – 66 7.58% 0.2
DW
7094
Durante & Waters
New York
$119M -$2.15M -2% 1.84% 59.1% 30 3.33% 1.2
Coastwise Capital Group
7095
Coastwise Capital Group
California
$119M -$6.33M -5% 1.95% 88.8% 128 9.38% 2.2
Guardian Investment Management
7096
Guardian Investment Management
California
$119M -$21.3M -15% 2.82% 103% 59 6.78% 6.4
TT Capital Management
7097
TT Capital Management
California
$119M -$6.63M -5% 1.52% – 82 23.17% 0.2
Kuhn & Co Investment Counsel
7098
Kuhn & Co Investment Counsel
Illinois
$119M +$1.03M +0.9% 0.44% 88.7% 135 11.11% 1.1
Legacy Advisory Services
7099
Legacy Advisory Services
Pennsylvania
$118M +$1.17M +1% 0.9% 59.4% 59 28.81% 0.9
Accredited Wealth Management
7100
Accredited Wealth Management
Kentucky
$118M +$4.12M +4% 0.38% – 421 30.17% 0.2