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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)
MRG
1701
Milestone Resources Group
British Virgin Islands
$1.64B -$406M -20% 13.4% 100% 11 27.27% 4
Troluce Capital Advisors
1702
Troluce Capital Advisors
Puerto Rico
$1.63B +$1.47B +935% 0.08% 61.1% 74 90.54% 0
Cardinal Point Capital Management
1703
Cardinal Point Capital Management
Ontario, Canada
$1.63B +$101M +7% 0.62% 65.8% 307 22.15% 1.1
Monarch Alternative Capital
1704
Monarch Alternative Capital
New York
$1.63B +$863M +112% 1.73% 497% 9 44.44% 0.5
Philosophy Capital Management
1705
Philosophy Capital Management
California
$1.63B -$566M -26% 3.65% 77.5% 51 33.33% 1
AE Industrial Partners
1706
AE Industrial Partners
Florida
$1.63B +$23.1M +1% 12.2% – 4 25% 0.8
Franklin Street Advisors
1707
Franklin Street Advisors
North Carolina
$1.63B -$123M -7% 4.44% 130% 183 11.48% 6.3
Stratos Wealth Advisors
1708
Stratos Wealth Advisors
Ohio
$1.63B -$442M -21% 2% 73.7% 694 17.87% 3.3
SC
1709
SRB Corp
Massachusetts
$1.63B -$194M -11% 2.95% 101% 23 0% 4.5
SFG
1710
Sather Financial Group
Texas
$1.63B -$234M -13% 9.62% 82.3% 120 17.5% 3.6
Granite Investment Partners
1711
Granite Investment Partners
California
$1.63B -$60.9M -4% 1.89% 138% 284 21.48% 4.7
Legacy Private Trust
1712
Legacy Private Trust
Wisconsin
$1.63B -$78.1M -5% 2.56% 71.1% 272 9.19% 6
Covalis Capital
1713
Covalis Capital
United Kingdom
$1.63B +$202M +14% 5.93% 41.4% 148 65.54% 0.2
Pine Ridge Advisers
1714
Pine Ridge Advisers
New York
$1.62B -$52.2M -3% 4.07% 90.1% 41 7.32% 3.3
Kathmere Capital Management
1715
Kathmere Capital Management
Pennsylvania
$1.62B +$139M +9% 0.33% 68.3% 664 20.33% 1.9
Woodmont Investment Counsel
1716
Woodmont Investment Counsel
Tennessee
$1.62B +$26.9M +2% 0.13% 75.3% 274 8.76% 6.3
Invictus Private Wealth
1717
Invictus Private Wealth
Colorado
$1.62B -$30.3M -2% 3.81% 84.2% 91 19.78% 2.4
KCM
1718
Kynam Capital Management
New Jersey
$1.62B +$55.7M +4% 6.98% 320% 44 27.27% 1.7
HSG Holding
1719
HSG Holding
Hong Kong
$1.62B -$272M -14% 11.6% 6.36% 21 14.29% 3.8
True Link Financial Advisors
1720
True Link Financial Advisors
California
$1.62B -$27M -2% 0.87% 27.3% 425 74.82% 0.4
Browning West
1721
Browning West
California
$1.62B +$38.8M +2% 13.1% 96.8% 5 0% 2.6
Morningstar Investment Management
1722
Morningstar Investment Management
Illinois
$1.62B -$78.6M -5% 0.35% 57.4% 374 28.34% 0.9
Parcion Private Wealth
1723
Parcion Private Wealth
Washington
$1.61B -$30.1M -2% 1.84% 114% 488 24.59% 2.1
SCI
1724
S&CO Inc
Massachusetts
$1.61B +$1.96M +0.1% 2.14% 80% 222 3.6% 7
Aristotle Capital Boston
1725
Aristotle Capital Boston
Massachusetts
$1.61B -$211M -12% 3.94% 72.2% 126 3.97% 6.3