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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)
Islet Management
1601
Islet Management
New York
$685M -$389M -36% 13.6% 75.3% 159 74.84% 0.2
Kanawha Capital Management
1602
Kanawha Capital Management
Virginia
$685M -$172M -20% 19.1% 74.5% 198 12.63% 4.9
Albion Financial Group
1603
Albion Financial Group
Utah
$685M -$158M -19% 15.3% 79.6% 234 16.24% 3.8
CPWM LLC
1604
CPWM LLC
Washington
$685M -$136M -17% 15.3% 36.6% 290 28.97% 3.6
Anglepoint Asset Management
1605
Anglepoint Asset Management
Cayman Islands
$683M -$149M -18% 8.23% – 28 57.14% 0.1
First Mercantile Trust
1606
First Mercantile Trust
Tennessee
$683M -$176M -20% 18.1% 51.2% 938 18.55% 2.7
Wealthcare Advisory Partners
1607
Wealthcare Advisory Partners
Pennsylvania
$682M -$104M -13% 16.3% 65.6% 1,643 18.26% 1.7
Hollencrest Capital Management
1608
Hollencrest Capital Management
California
$680M -$210M -24% 16.3% 97.9% 358 19.55% 3.9
Jag Capital Management
1609
Jag Capital Management
Missouri
$679M -$202M -23% 10.1% 269% 205 26.83% 2.1
Wealthstreet Investment Advisors
1610
Wealthstreet Investment Advisors
Texas
$677M -$180M -21% 15.3% 75.8% 356 16.01% 2
Third Avenue Management
1611
Third Avenue Management
New York
$676M -$335M -33% 31.2% 106% 76 36.84% 2.9
North Star Investment Management
1612
North Star Investment Management
Illinois
$676M -$283M -29% 20.5% 89.8% 1,111 12.24% 2.2
Southernsun Asset Management
1613
Southernsun Asset Management
Tennessee
$676M -$422M -38% 35.4% 54.6% 36 16.67% 4.3
M Holdings Securities
1614
M Holdings Securities
Oregon
$676M +$333M +97% 17.2% 94.1% 253 47.43% 2
TCF National Bank
1615
TCF National Bank
South Dakota
$676M -$210M -24% 20.2% – 368 12.23% 0.5
CCMP Capital
1616
CCMP Capital
New York
$675M -$389M -37% 36.6% 12.3% 1 0% 2.5
Mizuho Securities USA
1617
Mizuho Securities USA
New York
$675M -$1.35B -67% 4.97% 112% 203 64.04% 0.5
HNP Capital
1618
HNP Capital
New York
$674M +$439M +187% 19.7% 52.4% 315 80% 0.3
Courier Capital
1619
Courier Capital
New York
$674M -$178M -21% 19.7% 70.8% 301 14.95% 4.5
SouthState Corp
1620
SouthState Corp
Florida
$674M -$196M -23% 16.9% 90.3% 259 16.22% 4.7
Tandem Investment Advisors
1621
Tandem Investment Advisors
South Carolina
$673M +$76.5M +13% 15.1% 18.7% 72 20.83% 2.3
BBR Partners
1622
BBR Partners
New York
$672M -$241M -26% 19.7% 63.4% 221 39.82% 1.7
Arbiter Partners Capital Management
1623
Arbiter Partners Capital Management
New York
$672M -$17.2M -3% 39% 630% 55 29.09% 2.7
Bank of Nova Scotia Trust
1624
Bank of Nova Scotia Trust
Ontario, Canada
$672M -$211M -24% 21% 74.2% 122 17.21% 4.5
Value Partners Investments
1625
Value Partners Investments
Manitoba, Canada
$672M -$125M -16% 30% 50.7% 36 22.22% 0.2