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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)
Valley Wealth Managers
1476
Valley Wealth Managers
New Jersey
$770M -$230M -23% 21.6% 118% 193 20.21% 3
Dynamo Internacional Gestao de Recursos
1477
Dynamo Internacional Gestao de Recursos
Brazil
$769M -$252M -25% 33.2% 34.1% 23 52.17% 1
Capstone Financial Advisors
1478
Capstone Financial Advisors
Illinois
$766M +$55.3M +8% 17.2% 54.5% 117 27.35% 2.9
Rothschild Investment LLC
1479
Rothschild Investment LLC
Illinois
$766M -$240M -24% 18.5% 109% 482 16.18% 3.6
BLB&B Advisors
1480
BLB&B Advisors
Pennsylvania
$766M -$196M -20% 19.1% 82% 286 16.43% 5.1
Deroy & Devereaux Private Investment Counsel
1481
Deroy & Devereaux Private Investment Counsel
Michigan
$766M -$377M -33% 28.7% 135% 159 20.75% 3.5
RBF Capital
1482
RBF Capital
California
$764M -$283M -27% 25.5% 145% 435 27.36% 3.8
Engaged Capital
1483
Engaged Capital
California
$763M -$200M -21% 12.1% 26.2% 8 0% 2.9
Tower Bridge Advisors
1484
Tower Bridge Advisors
Pennsylvania
$762M -$185M -20% 17% 90% 213 15.96% 5
Osborn Williams & Donohoe
1485
Osborn Williams & Donohoe
Ohio
$762M -$238M -24% 18.8% 23.7% 310 19.03% 4
Alphinity Investment Management
1486
Alphinity Investment Management
Australia
$761M -$143M -16% 13.7% 159% 30 36.67% 1.1
IberiaBank
1487
IberiaBank
Louisiana
$759M -$195M -20% 13.7% 39.6% 237 16.46% 3.3
Pillar Pacific Capital Management
1488
Pillar Pacific Capital Management
California
$759M -$215M -22% 18.7% 85% 305 15.08% 4.9
Patten & Patten
1489
Patten & Patten
Tennessee
$758M -$236M -24% 17.9% 85.7% 249 12.45% 4.7
Partners Group Holding
1490
Partners Group Holding
Switzerland
$757M -$163M -18% 14.7% 27% 53 26.42% 3.5
Fortress Investment Group
1491
Fortress Investment Group
New York
$757M -$102M -12% 10.9% 97.5% 67 43.28% 1.5
Baystate Wealth Management
1492
Baystate Wealth Management
Massachusetts
$757M -$63.8M -8% 16.1% 14.6% 713 12.48% 2.5
MP
1493
MFN Partners
Massachusetts
$756M +$271M +56% 32.7% 103% 18 44.44% 0.6
Sheaff Brock Investment Advisors
1494
Sheaff Brock Investment Advisors
Indiana
$756M -$274M -27% 19.8% 61.9% 509 25.15% 3
IFLIT
1495
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$756M -$156M -17% 15.8% 45.7% 21 19.05% 3.2
Sepio Capital
1496
Sepio Capital
Utah
$755M -$302M -29% 17.9% 92% 301 27.24% 0.9
Zweig-DiMenna Associates
1497
Zweig-DiMenna Associates
New York
$755M -$247M -25% 12.7% 555% 114 59.65% 1.1
Mirova US
1498
Mirova US
Massachusetts
$755M +$16.5M +2% 11.5% 107% 32 21.88% 0.3
Intrinsic Edge Capital Management
1499
Intrinsic Edge Capital Management
Illinois
$755M -$41.6M -5% 11.6% 267% 238 79.41% 0.2
AIM
1500
Aigen Investment Management
New York
$753M +$149M +25% 28.1% 55.5% 1,737 60.97% 0.1