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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)
Klingman & Associates
1826
Klingman & Associates
New York
$743M +$89.2M +14% 6.17% 64.9% 146 18.49% 2.9
TCV Trust & Wealth Management
1827
TCV Trust & Wealth Management
Virginia
$743M +$37.8M +5% 5.8% 75.3% 179 4.47% 5
Nachman Norwood & Parrott
1828
Nachman Norwood & Parrott
South Carolina
$743M +$139M +23% 6.4% – 1,195 80.08% 0.3
SCM
1829
Somerset Capital Management
United Kingdom
$742M +$10.4M +1% 24% 7.5% 17 5.88% 3.7
ATP Life Science Ventures
1830
ATP Life Science Ventures
New York
$742M +$215M +41% 36.4% – 2 0% 0.8
Flagship Harbor Advisors
1831
Flagship Harbor Advisors
Massachusetts
$741M +$59.4M +9% 10.4% 75.7% 2,270 16.04% 2
Blackhill Capital
1832
Blackhill Capital
New Jersey
$740M +$60.1M +9% 9.95% 212% 57 1.75% 5.9
Evensky & Katz
1833
Evensky & Katz
Florida
$738M +$45M +6% 6.95% 61.1% 89 11.24% 3.6
Odey Asset Management Group
1834
Odey Asset Management Group
United Kingdom
$738M +$156M +27% 8.24% 259% 113 44.25% 1.5
Blueshift Asset Management
1835
Blueshift Asset Management
New Jersey
$735M +$119M +19% 9.2% 38.8% 835 70.42% 0.1
Provident Investment Management
1836
Provident Investment Management
Michigan
$734M +$47.9M +7% 9.03% 90.8% 51 19.61% 3.7
One Capital Management
1837
One Capital Management
California
$734M +$36.8M +5% 5.68% 50.5% 181 16.57% 4.3
Front Barnett Associates
1838
Front Barnett Associates
Illinois
$734M +$87M +13% 14.9% 40.5% 112 5.36% 5.9
Kayak Investment Partners
1839
Kayak Investment Partners
California
$732M +$493M +207% 19.5% 27% 31 38.71% 0.8
FAS Wealth Partners
1840
FAS Wealth Partners
Kansas
$732M +$53.4M +8% 6.35% 72.3% 333 9.61% 2.7
Lone Star Global Acquisitions
1841
Lone Star Global Acquisitions
Bermuda
$732M -$88.6M -11% 3.64% 380% 2 0% 3.6
Baldwin Wealth Partners
1842
Baldwin Wealth Partners
Massachusetts
$731M +$49.4M +7% 9.31% 94.5% 563 7.99% 3.4
Caprock Group
1843
Caprock Group
Idaho
$731M +$65.1M +10% 10.2% – 468 22.44% 2.3
Csenge Advisory Group
1844
Csenge Advisory Group
Florida
$730M +$33.2M +5% 7.4% 72.3% 446 28.92% 1
Leuthold Group
1845
Leuthold Group
Minnesota
$729M +$57.9M +9% 10.2% 138% 186 28.49% 1.4
AA
1846
Ancient Art
Texas
$729M +$184M +34% 28.3% 168% 23 30.43% 1.5
Mirabella Financial Services
1847
Mirabella Financial Services
United Kingdom
$729M +$313M +75% 7.19% 86.2% 447 84.79% 0.1
Stephens Group Asset Management
1848
Stephens Group Asset Management
Arkansas
$728M +$68.6M +10% 6.39% 51.4% 24 0% 1.7
First Financial Bank - Trust Division
1849
First Financial Bank - Trust Division
Ohio
$728M +$46.6M +7% 7.87% 68.6% 182 7.14% 5.1
Wintrust Investments
1850
Wintrust Investments
Illinois
$728M +$12.7M +2% 6.89% 27.5% 377 15.12% 2.3