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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)
Quest Investment Management
1601
Quest Investment Management
Oregon
$1.11B +$64.6M +6% 11.3% 105% 108 7.41% 3.8
Impala Asset Management
1602
Impala Asset Management
Florida
$1.11B +$118M +12% 34.2% 68.3% 69 60.87% 0.8
Jag Capital Management
1603
Jag Capital Management
Missouri
$1.11B +$141M +15% 17.6% 269% 204 16.18% 2.2
MIG Capital
1604
MIG Capital
California
$1.11B +$125M +13% 19% 118% 26 23.08% 1.8
Azora Capital LP
1605
Azora Capital LP
Florida
$1.1B +$309M +39% 38.8% 175% 65 60% 0.4
Column Group
1606
Column Group
California
$1.1B – – 44.6% 95.1% 7 – 0
SteelPeak Wealth
1607
SteelPeak Wealth
California
$1.1B +$169M +18% 12.1% 140% 374 34.76% 0.6
Trustmark National Bank Trust Department
1608
Trustmark National Bank Trust Department
Mississippi
$1.1B +$99.4M +10% 10.4% 62.9% 255 10.98% 4.5
Portolan Capital Management
1609
Portolan Capital Management
Massachusetts
$1.1B +$216M +24% 37.3% 738% 203 50.74% 0.7
Clearstead Advisors
1610
Clearstead Advisors
Ohio
$1.1B +$167M +18% 15.3% 79.5% 1,045 19.33% 1.2
Twin Capital Management
1611
Twin Capital Management
Pennsylvania
$1.1B -$5.07M -0.5% 13.7% 148% 321 25.55% 2.8
IC
1612
Immersion Capital
United Kingdom
$1.1B +$103M +10% 16% 63.4% 14 50% 0.7
Sageworth Trust
1613
Sageworth Trust
Pennsylvania
$1.1B +$170M +18% 14.5% 72% 223 24.66% 1.6
CPWM LLC
1614
CPWM LLC
Washington
$1.1B +$146M +15% 14.4% 36.6% 314 14.97% 3.2
Calamos Wealth Management
1615
Calamos Wealth Management
Illinois
$1.1B +$221M +25% 17.3% 119% 291 15.12% 2.4
Sandhill Capital Partners
1616
Sandhill Capital Partners
New York
$1.09B +$102M +10% 15.1% 77.4% 91 17.58% 3.2
Third Security
1617
Third Security
Virginia
$1.09B +$611M +126% 165% 28.2% 17 52.94% 2.1
SGCIA
1618
Smith Graham & Co Investment Advisors
Texas
$1.09B +$209M +24% 32.7% 56.9% 142 2.82% 5.2
Goelzer Investment Management
1619
Goelzer Investment Management
Indiana
$1.09B +$5M +0.5% 17.2% 97.2% 254 25.98% 4.6
Davidson Investment Advisors
1620
Davidson Investment Advisors
Montana
$1.08B +$145M +15% 15.8% 79% 98 6.12% 4.1
Sargent Bickham Lagudis
1621
Sargent Bickham Lagudis
Colorado
$1.08B +$88.2M +9% 11.7% 19.1% 942 16.77% 2.8
Money Concepts Capital
1622
Money Concepts Capital
Florida
$1.08B – – 13.9% 84.1% 658 – 0
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1623
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.08B +$212M +24% 17.9% 86% 70 11.43% 1.8
QVR
1624
QVR
California
$1.08B +$906M +518% 7.49% – 153 98.04% 0
CBIZ Investment Advisory Services
1625
CBIZ Investment Advisory Services
Ohio
$1.08B +$118M +12% 11.3% 53.1% 109 0% 0.9