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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)
Concourse Financial Group Securities
1326
Concourse Financial Group Securities
Alabama
$907M -$102M -10% 15.3% 18.1% 2,410 20.46% 1
CMG
1327
Cavalry Management Group
California
$907M +$218M +32% 6.8% 59.6% 45 68.89% 0.5
RWC Asset Advisors
1328
RWC Asset Advisors
Florida
$906M -$54.2M -6% 12.9% 267% 23 34.78% 1.7
Mission Wealth Management
1329
Mission Wealth Management
California
$906M -$134M -13% 14.8% 92.1% 355 22.54% 2.6
CA
1330
Cornerstone Advisors
North Carolina
$906M -$309M -25% 15.6% 126% 221 33.48% 2
Trilogy Capital
1331
Trilogy Capital
California
$904M -$116M -11% 15.7% 57.6% 147 53.74% 1.1
TFP
1332
Triple Frond Partners
California
$897M -$265M -23% 16.1% 92.9% 12 41.67% 3.1
King Street Capital Management
1333
King Street Capital Management
New York
$896M -$1.13B -56% 21.1% 140% 22 59.09% 0.6
Merit Financial Group
1334
Merit Financial Group
Georgia
$895M -$235M -21% 15.6% 76.4% 254 20.87% 0.9
HHR Asset Management
1335
HHR Asset Management
New Jersey
$892M -$155M -15% 15.3% 76.3% 46 30.43% 1.6
Capital International
1336
Capital International
California
$891M -$57.9M -6% 12.7% 161% 184 29.89% 2.4
Laird Norton Wetherby Wealth Management
1337
Laird Norton Wetherby Wealth Management
California
$891M -$124M -12% 17.8% – 767 19.69% 3.9
Sabal Trust
1338
Sabal Trust
Florida
$890M -$370M -29% 16.5% 18.4% 153 17.65% 4.3
Argent Trust Co
1339
Argent Trust Co
Tennessee
$890M -$234M -21% 18.7% 96.9% 486 19.96% 2.8
Comerica Securities
1340
Comerica Securities
Michigan
$888M -$164M -16% 15.3% 25.6% 478 22.38% 2.8
Spyglass Capital Management
1341
Spyglass Capital Management
California
$885M +$106M +14% 18.9% 131% 28 21.43% 1
Sadoff Investment Management
1342
Sadoff Investment Management
Wisconsin
$885M -$388M -30% 20% 49.2% 99 17.17% 3.6
WBG
1343
Wharton Business Group
Pennsylvania
$885M -$191M -18% 21.5% 75.8% 120 17.5% 4.2
Northeast Financial Consultants
1344
Northeast Financial Consultants
Connecticut
$882M -$237M -21% 21% 63.8% 315 17.78% 1.9
Frazier Management
1345
Frazier Management
Washington
$882M +$286M +48% 4.68% 408% 26 26.92% 1.5
EA
1346
Echinus Advisors
New York
$881M -$463M -34% 22% 91.4% 9 22.22% 2.6
Stone Point Capital
1347
Stone Point Capital
Connecticut
$880M -$174M -17% 25.2% 20.4% 7 57.14% 1.4
Grosvenor Holdings
1348
Grosvenor Holdings
Illinois
$880M +$280M +47% 15.5% 54.3% 24 45.83% 0.5
Investment House LLC
1349
Investment House LLC
California
$879M -$200M -19% 12.7% 137% 227 26.43% 4.9
Reynders McVeigh Capital Management
1350
Reynders McVeigh Capital Management
Massachusetts
$878M -$159M -15% 11.3% 119% 236 21.61% 4.4