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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)
James Investment Research
1451
James Investment Research
Ohio
$1.08B +$11.4M +1% 8.47% 110% 528 25.19% 3.3
Daido Life Insurance Company
1452
Daido Life Insurance Company
Japan
$1.08B +$79.4M +8% 8.74% 78.3% 12 16.67% 2.5
Goelzer Investment Management
1453
Goelzer Investment Management
Indiana
$1.08B +$42.7M +4% 6.36% 97.2% 252 6.75% 3.9
Sonora Investment Management
1454
Sonora Investment Management
Arizona
$1.08B +$103M +11% 4.45% 32.8% 2,092 20.94% 2
WFM Asia
1455
WFM Asia
British Virgin Islands
$1.08B +$131M +14% 19.7% 89.9% 9 22.22% 2.1
Guyasuta Investment Advisors
1456
Guyasuta Investment Advisors
Pennsylvania
$1.08B +$102M +10% 9.87% 99.5% 217 12.9% 4.4
EC
1457
EMS Capital
New York
$1.08B -$151M -12% 16.5% 228% 31 25.81% 2.2
Cryder Capital Partners
1458
Cryder Capital Partners
United Kingdom
$1.08B +$152M +17% 12.9% 67.8% 9 0% 3.8
Cambridge Associates
1459
Cambridge Associates
Massachusetts
$1.07B +$77.9M +8% 6.34% 50.1% 59 33.9% 2.1
Bain Capital Life Sciences Investors
1460
Bain Capital Life Sciences Investors
Massachusetts
$1.07B +$118M +12% 6.71% 507% 22 31.82% 0.8
Cooper Investors
1461
Cooper Investors
Australia
$1.07B +$112M +12% 10.9% 57.5% 44 20.45% 2.2
Rubric Capital Management (New York)
1462
Rubric Capital Management (New York)
New York
$1.07B +$203M +23% 13.1% 251% 74 41.89% 0.6
Focus Financial Network
1463
Focus Financial Network
Minnesota
$1.07B +$172M +19% 9.14% 106% 458 20.09% 1
Nationwide Fund Advisors
1464
Nationwide Fund Advisors
Ohio
$1.07B +$256M +32% 8.24% 34.1% 6 0% 2.1
Polaris Wealth Advisory Group
1465
Polaris Wealth Advisory Group
California
$1.06B -$201M -16% 10.9% 64% 185 38.38% 1.4
Moors & Cabot
1466
Moors & Cabot
Massachusetts
$1.06B +$124M +13% 9.05% 134% 755 17.62% 3
Venrock Management V
1467
Venrock Management V
California
$1.06B -$125M -11% 12.9% – 3 0% 0.3
Neville Rodie & Shaw
1468
Neville Rodie & Shaw
New York
$1.06B +$91.6M +9% 10.5% 125% 253 4.74% 5.2
Lake Street Advisors Group
1469
Lake Street Advisors Group
New Hampshire
$1.06B +$73.2M +7% 8.74% 16% 296 10.47% 1.7
Atreides Management
1470
Atreides Management
Massachusetts
$1.06B +$349M +49% 22.4% 229% 44 65.91% 0.3
Aureus Asset Management
1471
Aureus Asset Management
Massachusetts
$1.06B +$140M +15% 10.9% 93.9% 190 17.37% 3.4
KC
1472
KCL Capital
New York
$1.06B +$597M +130% 13% 106% 103 72.82% 0.1
Balasa Dinverno & Foltz
1473
Balasa Dinverno & Foltz
$1.05B +$153M +17% 9.51% 23.2% 274 19.71% 3
Bernzott Capital Advisors
1474
Bernzott Capital Advisors
California
$1.05B +$258M +32% 10.4% 46.2% 43 13.95% 4.2
Capital Analysts LLC
1475
Capital Analysts LLC
Pennsylvania
$1.05B +$101M +11% 6.71% 51.3% 771 10.89% 2.7