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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)
MCF Advisors
1701
MCF Advisors
Kentucky
$1.29B +$67.2M +5% 6.1% 55.2% 1,041 17.2% 1.5
Procyon Advisors
1702
Procyon Advisors
Connecticut
$1.29B +$114M +10% 9.34% 92.3% 538 11.52% 2.1
Glendon Capital Management
1703
Glendon Capital Management
California
$1.29B -$33.1M -3% 7.45% 118% 22 0% 3
Arkadios Wealth Advisors
1704
Arkadios Wealth Advisors
Georgia
$1.29B +$108M +9% 9.2% 91.1% 793 14.63% 2.2
Bank Pictet & Cie (Asia)
1705
Bank Pictet & Cie (Asia)
Singapore
$1.29B +$894M +226% 9.98% 30.4% 112 23.21% 3.7
Smith Salley Wealth Management
1706
Smith Salley Wealth Management
North Carolina
$1.29B -$259M -17% 12% 121% 257 19.46% 4.9
Appleton Partners
1707
Appleton Partners
Massachusetts
$1.29B +$48.4M +4% 7.79% 110% 292 8.9% 5.9
Western Wealth Management
1708
Western Wealth Management
Colorado
$1.29B -$101M -7% 9.6% 92.1% 736 18.07% 3
Alaska Permanent Capital Management
1709
Alaska Permanent Capital Management
Alaska
$1.28B +$76.9M +6% 5.21% 46.2% 44 11.36% 3.8
SouthState Corp
1710
SouthState Corp
Florida
$1.28B +$111M +9% 8.43% 90.3% 754 32.63% 3.7
3EDGE Asset Management
1711
3EDGE Asset Management
Florida
$1.28B -$4.42M -0.3% 4.72% 47.9% 78 47.44% 0.8
Checchi Capital Advisers
1712
Checchi Capital Advisers
California
$1.28B +$48.7M +4% 6.41% 75.4% 595 9.24% 5.2
Principle Wealth Partners
1713
Principle Wealth Partners
Connecticut
$1.28B +$119M +10% 8.88% 90.7% 350 6% 3.1
Sonora Investment Management Group
1714
Sonora Investment Management Group
Arizona
$1.28B +$48.5M +4% 7.79% 78.3% 303 14.85% 1.6
Symmetry Partners
1715
Symmetry Partners
Connecticut
$1.28B -$574M -31% 10.5% 61.4% 564 16.67% 2.9
Intrinsic Edge Capital Management
1716
Intrinsic Edge Capital Management
Illinois
$1.28B +$277M +28% 8.34% 267% 202 70.3% 0.4
GYL Financial Synergies
1717
GYL Financial Synergies
Connecticut
$1.28B +$66.5M +5% 9.89% 36% 384 9.9% 2.3
RWC Asset Advisors
1718
RWC Asset Advisors
Florida
$1.27B +$10.8M +0.9% 2.56% 267% 24 29.17% 1.6
Uniplan Investment Counsel
1719
Uniplan Investment Counsel
Wisconsin
$1.27B -$73M -5% 0.93% 76.7% 130 15.38% 2.9
Trust Point Inc
1720
Trust Point Inc
Wisconsin
$1.27B +$63.4M +5% 9.15% 82.6% 549 14.39% 0.2
Vivo Capital
1721
Vivo Capital
California
$1.27B +$51.2M +4% 21.8% 4,748% 50 22% 2
EverSource Wealth Advisors
1722
EverSource Wealth Advisors
Alabama
$1.27B +$180M +17% 8.58% 98.1% 3,043 18.01% 1.3
Dundas Partners
1723
Dundas Partners
United Kingdom
$1.27B +$123M +11% 11.2% 102% 49 10.2% 3.9
Fukoku Mutual Life Insurance
1724
Fukoku Mutual Life Insurance
Japan
$1.27B +$65M +5% 9.61% 103% 294 11.22% 7.1
Moody National Bank Trust Division
1725
Moody National Bank Trust Division
Texas
$1.27B -$14.3M -1% 6.81% 115% 510 14.9% 4.5