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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)
Cetera Investment Advisers
1426
Cetera Investment Advisers
Illinois
$817M -$179M -18% 17.6% 81% 638 23.98% 2.3
Sessa Capital
1427
Sessa Capital
New York
$817M -$156M -16% 39.6% 147% 29 44.83% 1.5
Waterfront Capital Partners
1428
Waterfront Capital Partners
New York
$815M +$157M +24% 20.8% 88.3% 61 44.26% 0.9
Capital Analysts LLC
1429
Capital Analysts LLC
Pennsylvania
$815M -$197M -19% 15.2% 57% 765 17.12% 2.7
Sageworth Trust
1430
Sageworth Trust
Pennsylvania
$814M -$109M -12% 23.9% 72% 217 25.35% 1.5
Choreo LLC
1431
Choreo LLC
Illinois
$813M -$194M -19% 22.1% 83.8% 208 20.19% 4.3
MainStreet Investment Advisors
1432
MainStreet Investment Advisors
Illinois
$813M -$94.1M -10% 19.3% 70.6% 280 39.64% 0.9
Park Presidio Capital
1433
Park Presidio Capital
California
$811M -$87.1M -10% 15.5% 94.1% 21 57.14% 1.4
Atairos Group
1434
Atairos Group
Pennsylvania
$808M -$359M -31% 33.5% 27.9% 1 0% 2.3
Precept Management
1435
Precept Management
Texas
$808M +$600M +289% 11.1% 110% 148 72.3% 0.4
Lake Street Advisors Group
1436
Lake Street Advisors Group
New Hampshire
$805M -$212M -21% 20.7% 16% 294 28.23% 1.5
Corda Investment Management
1437
Corda Investment Management
Texas
$801M -$132M -14% 18% 85% 66 16.67% 4.1
Roffman Miller Associates
1438
Roffman Miller Associates
Pennsylvania
$800M -$200M -20% 18.9% 83.5% 90 14.44% 3.8
Sphera Funds Management
1439
Sphera Funds Management
Israel
$800M -$414M -34% 11.3% 245% 111 52.25% 0.8
CDH
1440
Charles D. Hyman
$797M -$224M -22% 18.7% 36.8% 209 13.4% 4.3
Cooper Investors
1441
Cooper Investors
Australia
$796M -$154M -16% 14.3% 57.5% 49 32.65% 1.9
St. James Investment Company
1442
St. James Investment Company
Texas
$795M -$336M -30% 22.3% 48.4% 48 39.58% 2
Balasa Dinverno & Foltz
1443
Balasa Dinverno & Foltz
$795M -$148M -16% 19.2% 23.2% 310 32.9% 3.5
JCM
1444
JS Capital Management
New York
$795M -$73.2M -8% 10.9% 52.4% 222 90.09% 0.2
Philadelphia Trust Company
1445
Philadelphia Trust Company
Pennsylvania
$794M -$372M -32% 16.2% 173% 206 28.16% 3.9
Dixon Mitchell Investment Counsel
1446
Dixon Mitchell Investment Counsel
British Columbia, Canada
$793M -$149M -16% 20% 81.2% 63 19.05% 4.6
Beaumont Financial Advisors
1447
Beaumont Financial Advisors
Massachusetts
$793M -$224M -22% 10.6% 93.3% 306 31.05% 2.7
Knights of Columbus Asset Advisors
1448
Knights of Columbus Asset Advisors
Connecticut
$791M -$341M -30% 19.8% 149% 442 30.32% 0.7
BPIM
1449
Brant Point Investment Management
New York
$791M -$196M -20% 20.4% 165% 147 51.7% 2.3
Oldfield Partners
1450
Oldfield Partners
United Kingdom
$790M -$337M -30% 38.8% 98% 23 13.04% 4.7