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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)
HighPoint Advisor Group
1526
HighPoint Advisor Group
Illinois
$1.4B – – 12.5% 110% 671 – 3.3
Capstone Financial Advisors
1527
Capstone Financial Advisors
Illinois
$1.4B +$129M +10% 10.4% 54.5% 161 15.53% 3.8
Shenkman Capital Management
1528
Shenkman Capital Management
New York
$1.4B +$62.3M +5% 0.89% 2.21% 128 0% 1.4
Lockheed Martin Investment Management
1529
Lockheed Martin Investment Management
Maryland
$1.4B +$92.9M +7% 10.4% 104% 155 14.84% 2.6
Apexium Financial
1530
Apexium Financial
Texas
$1.39B +$394M +40% 10.9% 89.6% 274 24.09% 1.6
Spyglass Capital Management
1531
Spyglass Capital Management
California
$1.39B +$114M +9% 25.4% 154% 28 21.43% 2.1
Farther Finance Advisors
1532
Farther Finance Advisors
California
$1.39B +$753M +118% 9.64% 81.5% 3,660 31.07% 0.6
Pine Valley Investments
1533
Pine Valley Investments
New Jersey
$1.39B +$290M +26% 10.7% 103% 516 11.05% 0.6
Edgestream Partners
1534
Edgestream Partners
New Jersey
$1.39B +$134M +11% 11.1% 44.5% 1,119 57.37% 0.4
CSM Advisors
1535
CSM Advisors
Pennsylvania
$1.39B +$240M +21% 11.3% 105% 151 16.56% 2
Western Wealth Management
1536
Western Wealth Management
Colorado
$1.39B +$204M +17% 10.9% 92.1% 720 12.92% 2.7
McAdam LLC
1537
McAdam LLC
Pennsylvania
$1.39B +$167M +14% 9.98% 65.4% 290 13.79% 2.6
W.R. Berkley Corp
1538
W.R. Berkley Corp
Connecticut
$1.38B -$154M -10% 3.55% 38.7% 251 37.85% 1
Guyasuta Investment Advisors
1539
Guyasuta Investment Advisors
Pennsylvania
$1.38B +$92.6M +7% 9.39% 99.5% 253 11.07% 5.6
AIP LLC
1540
AIP LLC
New York
$1.38B -$39.2M -3% 1.53% 54.9% 2 0% 3.6
Baader Bank Aktiengesellschaft
1541
Baader Bank Aktiengesellschaft
Germany
$1.38B -$103M -7% 12.6% 155% 414 45.65% 0.8
GC
1542
Gobi Capital
California
$1.38B +$28.3M +2% 15% 93.7% 11 9.09% 3.2
Symmetry Investments
1543
Symmetry Investments
Jersey
$1.38B +$888M +181% 11.9% 148% 252 67.46% 0.3
Flagship Harbor Advisors
1544
Flagship Harbor Advisors
Massachusetts
$1.38B +$173M +14% 9.34% 75.7% 679 17.53% 4
Fund Evaluation Group
1545
Fund Evaluation Group
Ohio
$1.37B +$249M +22% 9.29% 58.7% 35 5.71% 2.8
Winton Group
1546
Winton Group
United Kingdom
$1.37B +$160M +13% 13.6% 128% 896 34.26% 1.2
American Family Insurance Mutual Holding
1547
American Family Insurance Mutual Holding
Wisconsin
$1.37B +$83.9M +7% 6.18% 2.63% 12 33.33% 2.5
Lattice Capital Management
1548
Lattice Capital Management
Washington
$1.37B +$563M +70% 15.9% 242% 32 28.13% 1.4
Aureus Asset Management
1549
Aureus Asset Management
Massachusetts
$1.37B +$122M +10% 14% 93.9% 212 16.51% 4
McKinley Carter Wealth Services
1550
McKinley Carter Wealth Services
West Virginia
$1.37B +$109M +9% 9.99% 63.2% 308 6.82% 4.1