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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)
Rebalance
1701
Rebalance
California
$1.36B +$20M +1% 0.27% 47.6% 105 19.05% 1.6
Commodore Capital
1702
Commodore Capital
New York
$1.36B -$7.47M -0.5% 12.9% 2,121% 35 22.86% 1.4
Sage Mountain Advisors
1703
Sage Mountain Advisors
Georgia
$1.36B -$12.1M -0.9% 1.67% 67% 520 14.42% 2
Jacobi Capital Management
1704
Jacobi Capital Management
Pennsylvania
$1.36B +$16.9M +1% 0.09% 83.4% 586 7.51% 4.9
Callan Capital
1705
Callan Capital
California
$1.35B -$15.1M -1% 0.37% 20.1% 392 17.35% 2.4
First American Bank
1706
First American Bank
Illinois
$1.35B -$67.6M -5% 3.4% 114% 174 8.05% 6.1
Fukoku Mutual Life Insurance
1707
Fukoku Mutual Life Insurance
Japan
$1.35B -$37.9M -3% 0.42% 103% 280 9.64% 7.6
Trustmark National Bank Trust Department
1708
Trustmark National Bank Trust Department
Mississippi
$1.35B +$4.01M +0.3% 0% 62.9% 311 15.43% 5.5
Scheer Rowlett & Associates Investment Management
1709
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.35B -$20.6M -2% 1.15% 85.4% 38 5.26% 6.4
Fragasso Financial Advisors
1710
Fragasso Financial Advisors
Pennsylvania
$1.35B +$36.5M +3% 2.23% 73.7% 283 15.9% 3.8
Advisornet Financial
1711
Advisornet Financial
Minnesota
$1.35B +$152M +13% 0.77% 71.2% 2,267 17.42% 3.4
Diversify Wealth Management
1712
Diversify Wealth Management
Utah
$1.35B +$63.4M +5% 1.43% – 559 16.82% 0.6
Mountain Pacific Investment Advisers
1713
Mountain Pacific Investment Advisers
Idaho
$1.35B -$76.6M -5% 2.82% 82.7% 141 4.26% 7.5
Wesleyan Assurance Society
1714
Wesleyan Assurance Society
United Kingdom
$1.35B +$37.8M +3% 4.8% 114% 110 4.55% 4.7
Burkehill Global Management
1715
Burkehill Global Management
New York
$1.34B +$293M +28% 3.98% – 66 42.42% 0.1
Hill City Capital
1716
Hill City Capital
Massachusetts
$1.34B -$218M -14% 10.8% 151% 21 28.57% 2.4
True Link Financial Advisors
1717
True Link Financial Advisors
California
$1.34B +$148M +12% 0.83% 27.3% 113 52.21% 1.1
Cryder Capital Partners
1718
Cryder Capital Partners
United Kingdom
$1.34B -$38.9M -3% 1.4% 67.8% 9 0% 8.3
Money Concepts Capital
1719
Money Concepts Capital
Florida
$1.34B -$8.81M -0.7% 1.42% 84.1% 447 16.55% 2.7
Baader Bank Aktiengesellschaft
1720
Baader Bank Aktiengesellschaft
Germany
$1.33B -$198M -13% 3.37% 155% 505 40.99% 1
Smith Group Asset Management
1721
Smith Group Asset Management
Texas
$1.33B -$22.9M -2% 2.22% 222% 204 20.59% 2
Callan Family Office
1722
Callan Family Office
Pennsylvania
$1.33B -$239M -15% 1.19% 107% 657 21.92% 0.6
Oak Associates
1723
Oak Associates
Ohio
$1.33B -$117M -8% 3.31% 152% 138 13.77% 6.3
GAMMA Investing
1724
GAMMA Investing
California
$1.33B +$160M +14% 1.38% 139% 3,930 7.4% 1.1
PIMG
1725
Patriot Investment Management Group
Tennessee
$1.33B -$5.62M -0.4% 0.97% 52.9% 237 5.91% 4.6