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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)
Janney Capital Management
1526
Janney Capital Management
Pennsylvania
$1.5B +$13.3M +0.9% 6.93% 70.7% 244 8.61% 3.7
JB Capital
1527
JB Capital
Connecticut
$1.5B +$147M +11% 8.24% 83.8% 234 14.96% 1.5
Spyglass Capital Management
1528
Spyglass Capital Management
California
$1.5B +$111M +8% 17.2% 131% 27 14.81% 2.2
Eversept Partners
1529
Eversept Partners
New York
$1.5B +$361M +32% 29.9% 321% 74 28.38% 1.4
American Express
1530
American Express
New York
$1.5B -$7.51M -0.5% 1.16% – 5 0% 0.3
Bar Harbor Wealth Management
1531
Bar Harbor Wealth Management
New Hampshire
$1.5B +$156M +12% 9.1% 85% 269 8.55% 6.3
McKinley Carter Wealth Services
1532
McKinley Carter Wealth Services
West Virginia
$1.5B +$130M +9% 6.76% 63.2% 314 8.6% 4.2
Roffman Miller Associates
1533
Roffman Miller Associates
Pennsylvania
$1.5B +$95.1M +7% 7.95% 83.5% 78 3.85% 6.9
Commodore Capital
1534
Commodore Capital
New York
$1.5B +$351M +31% 52.1% 2,121% 43 34.88% 0.9
Cornerstone Partners Capital Management
1535
Cornerstone Partners Capital Management
Virginia
$1.49B +$175M +13% 7.79% 61.7% 9 0% 2.5
Capstone Financial Advisors
1536
Capstone Financial Advisors
Illinois
$1.49B +$92M +7% 5.97% 54.5% 159 9.43% 3.9
Pine Valley Investments
1537
Pine Valley Investments
New Jersey
$1.49B +$98.6M +7% 8.5% 103% 535 11.59% 0.7
SC
1538
Shellback Capital
Massachusetts
$1.49B +$347M +30% 15% 198% 149 52.35% 0.9
Moody Lynn & Lieberson
1539
Moody Lynn & Lieberson
Massachusetts
$1.49B +$173M +13% 15.2% 142% 248 11.69% 4.5
Nichols & Pratt Advisers
1540
Nichols & Pratt Advisers
Massachusetts
$1.48B +$79.9M +6% 9.11% 71.2% 108 8.33% 7.2
Visionary Wealth Advisors
1541
Visionary Wealth Advisors
Illinois
$1.48B +$121M +9% 7.96% 75.4% 514 13.81% 2.3
Lowe Brockenbrough & Co
1542
Lowe Brockenbrough & Co
Virginia
$1.48B +$189M +15% 10% 87.3% 264 4.17% 6.7
Atlas Infrastructure Partners
1543
Atlas Infrastructure Partners
United Kingdom
$1.48B +$159M +12% 2.65% 20.7% 8 50% 1
NAYA Capital Management (UK)
1544
NAYA Capital Management (UK)
United Kingdom
$1.48B -$24.5M -2% 15.6% 121% 8 25% 1.2
Trajan Wealth
1545
Trajan Wealth
Arizona
$1.48B – – 8.89% – 183 – 0
IFLIT
1546
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.48B +$121M +9% 12.4% 45.7% 22 13.64% 5.4
PS
1547
Portfolio Strategies
New York
$1.47B +$870M +144% 9.91% 137% 148 75% 0.9
Mogy Joel R Investment Counsel
1548
Mogy Joel R Investment Counsel
California
$1.47B +$148M +11% 15.2% 121% 123 17.07% 7.2
Main Street Research
1549
Main Street Research
Connecticut
$1.47B +$226M +18% 15.9% 232% 120 22.5% 4.3
Natixis Investment Managers International
1550
Natixis Investment Managers International
France
$1.47B +$56.4M +4% 15.3% 34.7% 238 13.87% 2.5