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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)
Franklin Street Advisors
1676
Franklin Street Advisors
North Carolina
$1.03B +$101M +11% 12% 130% 160 11.25% 4.3
Everence Capital Management
1677
Everence Capital Management
Indiana
$1.03B +$116M +13% 13.9% 121% 756 19.97% 2.8
Valley Wealth Managers
1678
Valley Wealth Managers
New Jersey
$1.02B +$114M +13% 15.5% 118% 168 13.1% 3.3
AH
1679
Aviva Holdings
Bahamas
$1.02B +$254M +33% 36.6% 36.5% 3 0% 2.6
Joel Isaacson & Co
1680
Joel Isaacson & Co
New York
$1.02B +$252M +33% 16.9% 79.2% 249 12.45% 4.2
Annex Advisory Services
1681
Annex Advisory Services
Wisconsin
$1.02B +$237M +30% 14.2% 85.8% 199 34.17% 2.4
Waterfront Capital Partners
1682
Waterfront Capital Partners
New York
$1.02B +$399M +64% 14.7% 88.3% 60 51.67% 0.7
Albion Financial Group
1683
Albion Financial Group
Utah
$1.02B +$97M +11% 14.4% 79.6% 586 73.04% 1.3
Cacti Asset Management
1684
Cacti Asset Management
Georgia
$1.02B +$151M +17% 18.7% 171% 80 10% 5.5
AA
1685
Ancient Art
Texas
$1.02B +$288M +40% 44.9% 168% 23 17.39% 1.5
York Capital Management Global Advisors
1686
York Capital Management Global Advisors
New York
$1.02B -$776M -43% 7.17% 74.1% 87 60.92% 0.6
SouthState Corp
1687
SouthState Corp
Florida
$1.02B +$58.1M +6% 10.4% 90.3% 357 10.64% 3.6
Appleton Partners
1688
Appleton Partners
Massachusetts
$1.02B +$110M +12% 11.8% 110% 280 8.57% 4
Ensemble Capital Management
1689
Ensemble Capital Management
California
$1.02B +$165M +19% 17.1% 36.2% 34 8.82% 3.7
First Horizon Corporation
1690
First Horizon Corporation
Tennessee
$1.01B +$76.5M +8% 11.2% – 1,317 12.45% 2.1
NorthRock Partners
1691
NorthRock Partners
Minnesota
$1.01B +$113M +13% 15% 62.8% 257 22.96% 1.5
Mogy Joel R Investment Counsel
1692
Mogy Joel R Investment Counsel
California
$1.01B +$83.3M +9% 10.5% 121% 108 3.7% 6.2
Maven Securities
1693
Maven Securities
Jersey
$1.01B -$202M -17% 28.6% 135% 972 83.64% 0.2
Meiji Yasuda Asset Management
1694
Meiji Yasuda Asset Management
Japan
$1.01B +$101M +11% 11.7% 108% 424 16.27% 4.1
General American Investors
1695
General American Investors
New York
$1.01B +$145M +17% 17.3% 137% 78 28.21% 3.9
Pacific Heights Asset Management
1696
Pacific Heights Asset Management
California
$1.01B +$242M +31% 28.8% 186% 81 3.7% 5.7
Brightworth
1697
Brightworth
Georgia
$1.01B +$109M +12% 12.5% 21.7% 99 13.13% 2.4
NM
1698
NWI Management
New York
$1.01B -$143M -12% 20.7% 230% 47 27.66% 2
Magnus Financial Group
1699
Magnus Financial Group
New York
$1.01B +$148M +17% 14.5% 78.2% 397 30.48% 1.1
Petrus Trust Company
1700
Petrus Trust Company
Texas
$1.01B +$47.7M +5% 14.9% 36.9% 281 78.65% 2.6