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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)
FWM
1501
Frontier Wealth Management
Missouri
$1.22B +$131M +12% 12% 42.8% 397 14.86% 2.9
WBG
1502
Wharton Business Group
Pennsylvania
$1.22B +$136M +13% 14.9% 75.8% 120 11.67% 3.9
Coliseum Capital Management
1503
Coliseum Capital Management
Connecticut
$1.22B +$283M +30% 32.4% 41.1% 13 30.77% 2.1
Zeke Capital Advisors
1504
Zeke Capital Advisors
Pennsylvania
$1.22B +$351M +40% 20% 41% 325 34.46% 1.5
Engaged Capital
1505
Engaged Capital
California
$1.21B +$245M +25% 27.9% 26.2% 12 41.67% 1.9
WFM Asia
1506
WFM Asia
British Virgin Islands
$1.21B +$131M +12% 18.2% 89.9% 9 22.22% 2.1
Lake Street Advisors Group
1507
Lake Street Advisors Group
New Hampshire
$1.21B +$149M +14% 14.2% 16% 320 12.81% 1.7
CreativeOne Wealth
1508
CreativeOne Wealth
Kansas
$1.21B +$487M +68% 11.1% 75.6% 520 51.73% 0.7
Northeast Financial Consultants
1509
Northeast Financial Consultants
Connecticut
$1.21B +$100M +9% 13.7% 63.8% 330 13.03% 2.1
BBR Partners
1510
BBR Partners
New York
$1.21B +$39.4M +3% 11% 63.4% 205 18.05% 1.7
Sonora Investment Management
1511
Sonora Investment Management
Arizona
$1.21B +$126M +12% 6.94% 32.8% 1,962 16% 2.2
Balasa Dinverno & Foltz
1512
Balasa Dinverno & Foltz
$1.21B +$151M +14% 14.2% 23.2% 302 18.21% 2.8
TP
1513
Thunderbird Partners
United Kingdom
$1.2B +$373M +45% 31.6% 38% 18 50% 0.6
AlphaCrest Capital Management
1514
AlphaCrest Capital Management
New York
$1.2B +$284M +31% 15.7% 8.44% 1,340 37.76% 0.8
Standard General
1515
Standard General
New York
$1.2B +$430M +56% 67.4% 259% 10 10% 1.6
IHT Wealth Management
1516
IHT Wealth Management
Illinois
$1.2B +$207M +21% 15.4% 74.8% 782 20.46% 1.8
MCI
1517
McDonald Capital Investors
California
$1.2B +$80.5M +7% 10.5% 60.1% 21 4.76% 4.2
Black-and-white Capital
1518
Black-and-white Capital
California
$1.2B +$266M +28% 35% 265% 56 73.21% 0.3
Pillar Pacific Capital Management
1519
Pillar Pacific Capital Management
California
$1.2B +$154M +15% 16.9% 85% 325 11.08% 4.6
Guyasuta Investment Advisors
1520
Guyasuta Investment Advisors
Pennsylvania
$1.2B +$120M +11% 11.6% 99.5% 233 12.88% 4.1
Cannell & Spears
1521
Cannell & Spears
New York
$1.2B +$147M +14% 14.4% 122% 254 16.93% 3
Sheaff Brock Investment Advisors
1522
Sheaff Brock Investment Advisors
Indiana
$1.19B +$109M +10% 16.1% 61.9% 522 19.16% 2.9
Shufro Rose & Co
1523
Shufro Rose & Co
New York
$1.19B +$154M +15% 12.5% 73.1% 318 20.75% 3.8
Pembroke Management
1524
Pembroke Management
Quebec, Canada
$1.19B +$274M +30% 37.7% 105% 66 18.18% 2.3
HSG Holding
1525
HSG Holding
Hong Kong
$1.19B +$505M +74% 99.1% 6.36% 15 20% 2.3