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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)
Greenwich Wealth Management
1551
Greenwich Wealth Management
Connecticut
$1.25B +$105M +9% 15.1% 198% 212 13.21% 3.9
Money Concepts Capital
1552
Money Concepts Capital
Florida
$1.25B +$167M +15% 6.86% 84.1% 783 25.03% 0.2
IDG China Venture Capital Fund IV Associates
1553
IDG China Venture Capital Fund IV Associates
Hong Kong
$1.25B -$417M -25% 24.9% 59.2% 5 0% 0.9
Empirical Wealth Management
1554
Empirical Wealth Management
Washington
$1.25B -$63.4M -5% 3.97% 87.1% 441 24.72% 2.5
Point Break Capital Management
1555
Point Break Capital Management
Florida
$1.25B +$525M +73% 19.3% – 44 40.91% 0.5
Balasa Dinverno & Foltz
1556
Balasa Dinverno & Foltz
$1.25B +$41.9M +3% 4.69% 23.2% 314 10.19% 2.9
Altium Wealth Management
1557
Altium Wealth Management
New York
$1.25B +$116M +10% 5.92% 24.9% 393 13.99% 1.8
Frazier Management
1558
Frazier Management
Washington
$1.25B -$51.8M -4% 4.39% 408% 39 20.51% 1.4
Berkshire Partners
1559
Berkshire Partners
Massachusetts
$1.24B -$9.26M -0.7% 9.84% 79% 2 0% 5.8
Sawgrass Asset Management
1560
Sawgrass Asset Management
Florida
$1.24B -$99.1M -7% 4.61% 108% 188 22.34% 3.8
RWA Wealth Partners
1561
RWA Wealth Partners
Massachusetts
$1.24B +$112M +10% 3.62% 58.4% 249 12.05% 2.4
Sigma Investment Counselors
1562
Sigma Investment Counselors
Michigan
$1.23B +$70.3M +6% 5.32% 59.4% 184 7.07% 3.7
SGCIA
1563
Smith Graham & Co Investment Advisors
Texas
$1.23B +$145M +13% 24.7% 56.9% 146 6.85% 5.2
Lake Street Advisors Group
1564
Lake Street Advisors Group
New Hampshire
$1.23B +$21.5M +2% 5.27% 16% 343 13.12% 1.9
Leavell Investment Management
1565
Leavell Investment Management
Alabama
$1.23B +$69.7M +6% 5.91% 92% 399 8.02% 5.1
Patten & Patten
1566
Patten & Patten
Tennessee
$1.22B +$75M +7% 6.82% 85.7% 273 5.86% 4.6
Prana Capital Management
1567
Prana Capital Management
Connecticut
$1.22B +$456M +60% 12.5% 36.6% 86 46.51% 0.4
Parsons Capital Management
1568
Parsons Capital Management
Rhode Island
$1.22B +$61.1M +5% 5.23% 97.4% 417 12.23% 4.3
Bloom Tree Partners
1569
Bloom Tree Partners
New York
$1.22B -$217M -15% 2.57% 20.4% 168 87.5% 0.1
Toews Corporation
1570
Toews Corporation
New Jersey
$1.22B +$562M +86% 0% 30.7% 122 86.07% 0.2
BBR Partners
1571
BBR Partners
New York
$1.22B +$10.7M +0.9% 0.61% 63.4% 221 20.36% 1.7
E Fund Management
1572
E Fund Management
China
$1.22B +$983M +421% 0.28% – 251 99.6% 0
Belvedere Trading
1573
Belvedere Trading
Illinois
$1.22B -$1.36B -53% 16.1% 548% 383 84.33% 0.1
Cumberland Partners
1574
Cumberland Partners
Ontario, Canada
$1.21B +$98.5M +9% 7.93% 101% 198 27.78% 1.9
Calamos Wealth Management
1575
Calamos Wealth Management
Illinois
$1.21B +$118M +11% 3.73% 119% 307 14.98% 2.4