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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)
Northstar Financial Companies
7626
Northstar Financial Companies
Pennsylvania
$92.2M -$13.5M -13% 1.6% – 114 14.04% 0.2
Mendota Financial Group
7627
Mendota Financial Group
Wisconsin
$92.2M -$62.1M -40% 0.44% 50.1% 381 72.18% 1.5
Terra Alpha Investments
7628
Terra Alpha Investments
District of Columbia
$92.1M -$6.72M -7% 7.16% – 33 3.03% 0.2
Yorktown Management & Research Company
7629
Yorktown Management & Research Company
Virginia
$92M -$12M -12% 3.87% 211% 235 25.53% 1.7
Smart Portfolios LLC
7630
Smart Portfolios LLC
Washington
$92M -$3.52M -4% 1.37% 41.3% 96 2.08% 1.8
Vision Financial Markets
7631
Vision Financial Markets
Connecticut
$91.9M -$1.35M -1% 0.58% – 446 49.33% 0.1
York Capital Management Global Advisors
7632
York Capital Management Global Advisors
New York
$91.9M +$49.8M +119% 1.51% 74.1% 5 40% 1.8
4Wealth Advisors
7633
4Wealth Advisors
Illinois
$91.8M -$8.07M -8% 0.61% – 153 24.84% 0.2
Kennondale Capital Management
7634
Kennondale Capital Management
Virginia
$91.7M -$860K -0.9% 0.7% – 85 10.59% 0.2
Fulcrum Equity Management
7635
Fulcrum Equity Management
Texas
$91.6M -$9.5M -9% 1.51% 116% 127 37.8% 1.5
Inkwell Capital
7636
Inkwell Capital
Florida
$91.5M -$1.98M -2% 0.64% – 33 12.12% 0.2
Bain Capital Public Equity
7637
Bain Capital Public Equity
Massachusetts
$91.5M -$62.7M -41% 2.76% 169% 38 76.32% 0.6
Verus Wealth Management
7638
Verus Wealth Management
Wisconsin
$91.3M +$2.1M +2% 0.59% – 54 3.7% 0.2
Parvin Asset Management
7639
Parvin Asset Management
South Dakota
$91.3M -$3.46M -4% 7.97% – 425 37.41% 0.2
ACM
7640
Ariose Capital Management
Hong Kong
$91.2M -$29.6M -24% 4.32% 2,106% 23 91.3% 0.2
Bright Futures Wealth Management
7641
Bright Futures Wealth Management
New York
$91.2M -$21.2M -19% 1.96% – 132 23.48% 0.8
GBA
7642
Garrison Bradford & Associates
New York
$90.9M -$4.55M -5% 2.71% 62.2% 62 53.23% 3.5
Rip Road Capital Partners
7643
Rip Road Capital Partners
Massachusetts
$90.9M -$27.3M -23% 6.96% 121% 22 22.73% 1.5
AM
7644
Account Management
Massachusetts
$90.8M +$5.41M +6% 6.17% 88.3% 25 8% 4.6
Legacy Solutions LLC
7645
Legacy Solutions LLC
Pennsylvania
$90.8M -$989K -1% 2.71% – 72 5.56% 0.2
Haven Capital Group
7646
Haven Capital Group
California
$90.8M -$15.7M -15% 7.55% – 41 24.39% 0.2
H&F Corporate Investors IX
7647
H&F Corporate Investors IX
California
$90.7M -$1.09M -1% 1.18% 62.7% 1 0% 2.3
SF
7648
Schaeffer Financial
Maryland
$90.6M -$9.6M -10% 1.54% 52.2% 19 21.05% 2.6
Petros Family Wealth
7649
Petros Family Wealth
Minnesota
$90.4M -$2.28M -2% 2.35% – 141 20.57% 0.2
Index Venture Growth Associates III
7650
Index Venture Growth Associates III
Jersey
$90.4M +$9.33M +12% 11.5% 740% 2 0% 3.3