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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)
MLL
1551
Moody Lynn & Lieberson
Massachusetts
$696M +$95M +16% 7.75% 142% 192 29.69% 1.8
SouthState Corp
1552
SouthState Corp
Florida
$696M +$40.3M +6% 4.95% 78.9% 242 8.68% 2.5
DCM
1553
Decatur Capital Management
Georgia
$696M -$102M -13% 2.27% 135% 124 42.74% 0.8
GCAC
1554
Guardian Capital Advisors (Canada)
Ontario, Canada
$695M +$138M +25% 3.92% 26.1% 177 14.12% 2.6
SMA
1555
Simply Money Advisors
Ohio
$695M +$44.8M +7% 0.34% 11.5% 29 13.79% 1.8
Nuveen Fund Advisors
1556
Nuveen Fund Advisors
Illinois
$693M -$24.7M -3% 3.22% 52.3% 502 17.13% 0.4
SR
1557
Swiss Re
Switzerland
$692M -$329M -32% 2.3% – 8 37.5% 1.5
SCI
1558
S&CO Inc
Massachusetts
$691M +$25.1M +4% 1.7% 68.8% 189 22.75% 2.1
GLRA
1559
Gerald L. Ray & Associates
Texas
$690M +$23M +3% 4.3% 38.2% 326 7.67% 2.6
PDN
1560
Pensionfund DSM Netherlands
Netherlands
$690M -$55.8M -7% 0.56% 36.9% 202 3.47% 1.6
CBU
1561
CIBC Bank USA
Illinois
$688M +$26.4M +4% 2.68% 32.3% 276 14.49% 2.4
MP
1562
Makaira Partners
California
$688M +$26.1M +4% 9.24% 22% 13 7.69% 1.7
ST
1563
Sentinel Trust
Texas
$686M -$5.45M -0.8% 4.03% 79.2% 128 10.94% 2.2
GPC
1564
Glen Point Capital
United Kingdom
$686M – – – 118% 2 – 0
BCAM
1565
Boston Common Asset Management
Massachusetts
$685M -$1.15B -63% 0.96% 61.2% 296 44.26% 2.2
EP Wealth Advisors
1566
EP Wealth Advisors
California
$684M +$44.3M +7% 2.45% – 159 23.9% 1.8
WB
1567
Webster Bank
Connecticut
$684M -$3.16M -0.5% 2.44% 77.5% 597 65.33% 0.9
OPCM
1568
Osborne Partners Capital Management
California
$683M +$15.4M +2% 3.63% 60.8% 180 6.11% 2.9
Millburn Ridgefield Corp
1569
Millburn Ridgefield Corp
New York
$683M – – 2.21% 53.2% 64 – 0
AP
1570
Altarock Partners
Florida
$682M +$54.5M +9% 4.72% 58.1% 9 22.22% 1.5
Wedbush Securities
1571
Wedbush Securities
California
$679M +$7.64M +1% 2.87% 99.9% 929 21.85% 1.8
TEC
1572
Tiger Eye Capital
Tennessee
$679M -$130M -16% 18% 116% 60 75% 0.3
GLI
1573
Guardian Life Insurance
New York
$677M -$411M -38% 0.26% – 551 3.63% 3
OCG
1574
Opus Capital Group
Ohio
$676M +$192M +40% 11.5% 49.7% 256 29.3% 1.4
TFP
1575
Triple Frond Partners
California
$674M -$27.6M -4% 2.33% 92.9% 10 20% 1.4