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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)
Ledyard National Bank
1701
Ledyard National Bank
$750M +$95.3M +15% 20.3% 80.7% 243 17.28% 5.1
Encompass Capital Advisors
1702
Encompass Capital Advisors
New York
$750M -$182M -20% 57.3% 363% 55 58.18% 0.6
Smith Salley Wealth Management
1703
Smith Salley Wealth Management
North Carolina
$749M +$148M +25% 19.4% 121% 197 13.2% 3.6
CI
1704
CPMG Inc
Texas
$749M +$173M +30% 25.2% 878% 22 50% 1.2
BIC
1705
Beach Investment Counsel
Pennsylvania
$747M +$150M +25% 19.5% 36% 148 16.89% 4.6
American Financial Group
1706
American Financial Group
Ohio
$746M -$95.6M -11% 28.8% 32.5% 135 10.37% 3.5
First Quadrant
1707
First Quadrant
California
$745M +$58.4M +8% 22.8% 90.6% 876 47.49% 2.6
Venturi Wealth Management
1708
Venturi Wealth Management
Texas
$745M +$159M +27% 18.3% 101% 286 40.56% 1.5
Lowe Brockenbrough & Co
1709
Lowe Brockenbrough & Co
Virginia
$744M +$137M +23% 20.9% 87.3% 204 4.41% 4.9
Maltese Capital Management
1710
Maltese Capital Management
New York
$744M +$43.5M +6% 17.8% 114% 200 32.5% 2
Edgemoor Investment Advisors
1711
Edgemoor Investment Advisors
Maryland
$743M +$130M +21% 23% 117% 124 12.1% 4.4
Tandem Investment Advisors
1712
Tandem Investment Advisors
South Carolina
$741M +$67.9M +10% 16.4% 18.7% 71 16.9% 2.3
Avidian Wealth Enterprises
1713
Avidian Wealth Enterprises
Texas
$741M +$118M +19% 14.8% 71.7% 274 27.74% 1.2
Marathon Trading Investment Management
1714
Marathon Trading Investment Management
Pennsylvania
$741M +$209M +39% 51.6% 143% 211 48.82% 0.9
Bank of the West
1715
Bank of the West
California
$741M +$98.6M +15% 22% 35.4% 264 16.29% 4.8
Southernsun Asset Management
1716
Southernsun Asset Management
Tennessee
$741M +$64.9M +10% 35.7% 54.7% 37 8.11% 4.2
TA
1717
Trivest Advisors
Hong Kong
$741M +$245M +49% 49% 2,977% 11 45.45% 0.3
Dynamic Advisor Solutions
1718
Dynamic Advisor Solutions
Arizona
$740M +$192M +35% 17.5% 70.9% 599 27.05% 2
Atwood & Palmer
1719
Atwood & Palmer
Missouri
$740M +$103M +16% 21.8% 90% 338 9.47% 4
Capital One Financial
1720
Capital One Financial
Virginia
$739M +$119M +19% 13.4% – 305 11.15% 0.2
Monarch Alternative Capital
1721
Monarch Alternative Capital
New York
$738M -$746M -50% 0% 497% 6 50% 1.1
Tidal Investments
1722
Tidal Investments
Wisconsin
$736M +$399M +118% 21.5% 208% 321 35.2% 0.6
Hollencrest Capital Management
1723
Hollencrest Capital Management
California
$736M +$56M +8% 21.4% 85.6% 335 17.61% 3.8
Prana Capital Management
1724
Prana Capital Management
Connecticut
$734M +$391M +114% 15.1% 36.6% 70 52.86% 0.5
NFAM
1725
North Fourth Asset Management
New Jersey
$734M +$518M +240% 36.4% 104% 125 84.8% 0.1