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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)
ProVise Management Group
1726
ProVise Management Group
Florida
$596M -$216M -27% 18.7% 74.6% 317 20.82% 4.4
YCG LLC
1727
YCG LLC
Texas
$595M -$167M -22% 19.5% 29.4% 46 17.39% 4.2
Pure Financial Advisors
1728
Pure Financial Advisors
California
$595M +$9.45M +2% 19.9% 47.2% 146 19.18% 1.3
Pacific Heights Asset Management
1729
Pacific Heights Asset Management
California
$595M -$204M -26% 26.6% 186% 79 7.59% 5.1
Oxbow Advisors
1730
Oxbow Advisors
Texas
$595M -$271M -31% 20.9% 75.5% 325 22.77% 2.9
Hawk Ridge Capital Management
1731
Hawk Ridge Capital Management
California
$595M -$20.2M -3% 32.3% 84.9% 60 60% 0.8
TRG Investments
1732
TRG Investments
Virginia
$594M +$34.6M +6% 7.38% 70.5% 2 0% 4.3
Fund Evaluation Group
1733
Fund Evaluation Group
Ohio
$593M -$18.9M -3% 14.8% 58.7% 44 25% 1.4
Private Wealth Partners
1734
Private Wealth Partners
California
$593M -$141M -19% 13.2% 132% 140 23.57% 3.1
Dorsey & Whitney Trust
1735
Dorsey & Whitney Trust
South Dakota
$593M -$156M -21% 18.4% 98.1% 470 20.64% 3.3
Waverly Advisors
1736
Waverly Advisors
Alabama
$592M -$169M -22% 21.6% 67.6% 154 14.94% 3.4
SRFM
1737
Shannon River Fund Management
New York
$592M -$158M -21% 14.1% 477% 39 64.1% 1
Hemenway Trust Hemenway Trust
1738
Hemenway Trust Hemenway Trust
New Hampshire
$591M -$104M -15% 14.6% 101% 135 14.07% 4.5
Bain Capital Life Sciences Investors
1739
Bain Capital Life Sciences Investors
Massachusetts
$591M -$79.2M -12% 15.9% 507% 11 9.09% 1
WDA
1740
Wendell David Associates
New Hampshire
$591M -$135M -19% 15.9% 58.7% 150 8% 5.6
Indus Capital Partners
1741
Indus Capital Partners
New York
$591M +$81M +16% 5.76% 107% 50 46% 1.1
Gillson Capital
1742
Gillson Capital
Illinois
$591M -$572M -49% 35.7% 84.9% 87 49.43% 0.7
CCM
1743
Cadence Capital Management
Massachusetts
$590M -$337M -36% 32.3% 0.72% 492 28.86% 2.7
Mason Investment Advisory Services
1744
Mason Investment Advisory Services
Virginia
$590M -$89.8M -13% 27.4% 79.2% 97 24.74% 0.9
One Capital Management
1745
One Capital Management
California
$590M -$61.2M -9% 15.5% 56.5% 198 22.73% 3.5
Minneapolis Portfolio Management Group
1746
Minneapolis Portfolio Management Group
Minnesota
$589M -$278M -32% 24.8% 138% 31 19.35% 2.9
Cederberg Capital
1747
Cederberg Capital
United Kingdom
$586M -$126M -18% 13.6% 273% 8 12.5% 0.9
Howard Capital Management (New York)
1748
Howard Capital Management (New York)
New York
$586M -$213M -27% 14.2% 76.8% 102 12.75% 5.1
First Light Asset Management
1749
First Light Asset Management
Minnesota
$586M -$197M -25% 12.7% 364% 80 33.75% 2.6
Venturi Wealth Management
1750
Venturi Wealth Management
Texas
$585M -$239M -29% 13.6% 101% 280 42.5% 1.7