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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)
MRG
1501
Milestone Resources Group
British Virgin Islands
$751M -$82.8M -10% 12.8% 100% 12 16.67% 0.4
SCI
1502
S&CO Inc
Massachusetts
$749M -$210M -22% 19.5% 80% 182 9.34% 4.6
Strategic Financial Services
1503
Strategic Financial Services
New York
$748M -$122M -14% 17.3% 61.5% 141 19.15% 3.9
SM
1504
SG3 Management
Puerto Rico
$748M -$856M -53% 8.83% 38.7% 500 83.2% 0.1
Windward Capital Management
1505
Windward Capital Management
California
$747M -$190M -20% 15.2% 92.3% 78 7.69% 4.8
Lombard Odier Asset Management (Switzerland)
1506
Lombard Odier Asset Management (Switzerland)
Switzerland
$746M -$318M -30% 16.5% 135% 412 28.88% 1.6
Sandhill Capital Partners
1507
Sandhill Capital Partners
New York
$746M -$155M -17% 18.4% 77.4% 92 22.83% 2.9
Focus Financial Network
1508
Focus Financial Network
Minnesota
$745M -$71M -9% 16% 106% 427 21.55% 0.9
Bragg Financial Advisors
1509
Bragg Financial Advisors
North Carolina
$744M -$149M -17% 18.9% 101% 278 13.31% 4.9
ORIX Corp
1510
ORIX Corp
Japan
$743M -$75.4M -9% 9.21% 11.7% 1 0% 2.3
Impala Asset Management
1511
Impala Asset Management
Florida
$743M -$574M -44% 29.7% 68.3% 57 73.68% 1.1
Wealthcare Capital Management
1512
Wealthcare Capital Management
Virginia
$743M -$96.8M -12% 9.13% 46.2% 708 65.25% 2.9
Bar Harbor Wealth Management
1513
Bar Harbor Wealth Management
New Hampshire
$742M -$172M -19% 15.8% 85% 289 19.03% 5.3
Kingsview Wealth Management
1514
Kingsview Wealth Management
Oregon
$741M -$56.9M -7% 14.7% 77.6% 590 32.2% 1.4
General American Investors
1515
General American Investors
New York
$739M -$353M -32% 19.8% 137% 79 29.11% 3.7
WMC
1516
Westwood Management Corporation
Illinois
$738M -$104M -12% 1.42% 44.3% 75 14.67% 4
Avenir Corporation
1517
Avenir Corporation
Virginia
$738M -$246M -25% 19.3% 49.1% 74 12.16% 4
AJ Wealth Strategies
1518
AJ Wealth Strategies
New York
$738M -$118M -14% 14.1% 32.2% 203 53.69% 1.1
MA
1519
Mutual Advisors
Nebraska
$737M -$203M -22% 15.5% 74.8% 659 24.58% 1.4
Meritage Portfolio Management
1520
Meritage Portfolio Management
Kansas
$737M -$400M -35% 14.6% 97.4% 255 36.86% 2.5
SigFig Wealth Management
1521
SigFig Wealth Management
California
$736M -$75.8M -9% 16.2% 49.3% 55 16.36% 1.9
First Long Island Investors
1522
First Long Island Investors
New York
$736M -$158M -18% 15.6% 85.5% 75 14.67% 3.9
Magnus Financial Group
1523
Magnus Financial Group
New York
$733M +$34.7M +5% 19.2% 78.2% 741 44.4% 0.8
IC
1524
Immersion Capital
United Kingdom
$733M +$40.8M +6% 21.5% 63.4% 8 25% 0.9
Clayton Dubilier & Rice
1525
Clayton Dubilier & Rice
New York
$731M -$627M -46% 45.9% 101% 9 0% 3.1