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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)
WealthPLAN Partners
1501
WealthPLAN Partners
Nebraska
$1.03B +$60.1M +6% 9% 71.6% 339 15.34% 2.2
Parsons Capital Management
1502
Parsons Capital Management
Rhode Island
$1.03B +$86.4M +9% 10.7% 97.4% 355 7.89% 4.6
Hillsdale Investment Management
1503
Hillsdale Investment Management
Ontario, Canada
$1.02B -$78.5M -7% 14.1% 271% 690 37.1% 1.6
Sphera Funds Management
1504
Sphera Funds Management
Israel
$1.02B -$45.6M -4% 6.27% 245% 126 54.76% 0.6
Dixon Mitchell Investment Counsel
1505
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.02B +$108M +12% 9.18% 67.9% 57 3.51% 4.9
Cassaday & Co
1506
Cassaday & Co
Virginia
$1.02B +$48.7M +5% 7.86% 62.7% 37 2.7% 3.8
Cooperman Leon G
1507
Cooperman Leon G
$1.02B +$143M +16% 11.9% 147% 47 27.66% 2.2
Graticule Asia Macro Advisors
1508
Graticule Asia Macro Advisors
New York
$1.02B +$154M +18% 17.9% – 112 91.96% 0.1
Brahman Capital
1509
Brahman Capital
New York
$1.01B -$20.3M -2% 9.22% 16.6% 27 29.63% 1.1
E.S. Barr & Co
1510
E.S. Barr & Co
Kentucky
$1.01B +$41M +4% 8.19% 72.1% 84 5.95% 5.3
Lincluden Management
1511
Lincluden Management
Ontario, Canada
$1.01B +$58.8M +6% 2.04% 67.7% 77 7.79% 4.7
Moody Lynn & Lieberson
1512
Moody Lynn & Lieberson
Massachusetts
$1.01B +$88.5M +10% 12.5% 142% 214 22.9% 3.2
SVA Wealth Management
1513
SVA Wealth Management
Wisconsin
$1.01B +$72.6M +8% 7.74% 44.5% 216 11.11% 3.9
HHR Asset Management
1514
HHR Asset Management
New Jersey
$1.01B -$17.7M -2% 17.5% 76.3% 39 10.26% 1.9
Gladius Capital Management
1515
Gladius Capital Management
Illinois
$1.01B +$426M +74% 11.7% 85% 182 97.25% 0.1
Patten & Patten
1516
Patten & Patten
Tennessee
$1B +$89.5M +10% 11.4% 85.7% 246 7.32% 4.7
SCI
1517
S&CO Inc
Massachusetts
$1B +$92.8M +10% 9.57% 68.8% 176 4.55% 4.8
Edge Capital Group
1518
Edge Capital Group
Georgia
$1B +$45M +5% 7.64% 27.7% 258 18.99% 1.2
Trustmark National Bank Trust Department
1519
Trustmark National Bank Trust Department
Mississippi
$1B +$34.2M +4% 4.41% 58.6% 252 12.3% 4.5
IHT Wealth Management
1520
IHT Wealth Management
Illinois
$996M +$267M +37% 9.53% 74.8% 697 22.24% 1.8
Stack Financial Management
1521
Stack Financial Management
Montana
$996M +$117M +13% 9.9% 70% 54 18.52% 3.9
IC
1522
Immersion Capital
United Kingdom
$996M +$27.4M +3% 15.3% 63.4% 9 22.22% 1.3
BLB&B Advisors
1523
BLB&B Advisors
Pennsylvania
$995M +$72.3M +8% 7.23% 82% 251 7.17% 5.3
Sargent Bickham Lagudis
1524
Sargent Bickham Lagudis
Colorado
$995M +$62.5M +7% 7.15% 19.1% 859 10.48% 2.9
Sandler Capital Management
1525
Sandler Capital Management
New York
$995M -$55.8M -5% 23.3% 325% 99 44.44% 0.8