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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)
Hartford Funds Management
1901
Hartford Funds Management
Pennsylvania
$907M +$211M +30% 1.53% 26.8% 5 40% 1.7
Evensky & Katz
1902
Evensky & Katz
Florida
$904M +$96M +12% 6.83% 61.1% 81 12.35% 3.9
One Capital Management
1903
One Capital Management
California
$904M +$72.5M +9% 5.72% 50.5% 173 10.98% 4.2
2Xideas
1904
2Xideas
Switzerland
$904M +$102M +13% 0.92% 40.6% 67 1.49% 0.2
Provident Investment Management
1905
Provident Investment Management
Michigan
$903M +$51.6M +6% 7.62% 90.8% 56 5.36% 3.3
Alpine Woods Capital Investors
1906
Alpine Woods Capital Investors
New York
$901M +$81.1M +10% 7.62% 105% 241 12.86% 3.3
Main Management
1907
Main Management
California
$900M +$119M +15% 6.36% 64.1% 146 20.55% 2.4
Front Barnett Associates
1908
Front Barnett Associates
Illinois
$899M +$56.3M +7% 6.56% 40.5% 109 0.92% 6.1
Common Fund For Nonprofit Organizations
1909
Common Fund For Nonprofit Organizations
Connecticut
$898M -$12M -1% 7.55% 70.8% 10 20% 0.2
ATP Life Science Ventures
1910
ATP Life Science Ventures
New York
$898M -$397M -31% 25.5% – 3 0% 0.9
B. Riley Financial
1911
B. Riley Financial
California
$898M +$281M +46% 62.1% 682% 42 59.52% 0.6
YCG LLC
1912
YCG LLC
Texas
$896M +$25.7M +3% 5.03% 27% 46 2.17% 4.4
BTC Capital Management
1913
BTC Capital Management
Iowa
$896M +$57.4M +7% 5.97% – 243 13.58% 2.5
ECG
1914
EPIQ Capital Group
California
$896M +$264M +42% 13.9% 6.25% 52 11.54% 0.9
AIC
1915
AWM Investment Company
New York
$895M +$108M +14% 21.6% 778% 123 30.89% 1.9
Cornercap Investment Counsel
1916
Cornercap Investment Counsel
Georgia
$895M +$193M +28% 15.8% 55.4% 730 70.14% 0.9
Nicola Wealth Management
1917
Nicola Wealth Management
British Columbia, Canada
$894M +$90.4M +11% 6.26% 56.1% 120 19.17% 1.6
First Financial Bank - Trust Division
1918
First Financial Bank - Trust Division
Ohio
$894M +$42.3M +5% 8.36% 68.6% 190 3.68% 5.2
NXG Investment Management
1919
NXG Investment Management
Texas
$894M -$7.51M -0.8% 13.7% 121% 145 33.1% 1.9
Minneapolis Portfolio Management Group
1920
Minneapolis Portfolio Management Group
Minnesota
$891M +$100M +13% 15.2% 138% 35 25.71% 3
Nottingham Advisors
1921
Nottingham Advisors
New York
$890M +$202M +29% 3.23% 47.6% 153 14.38% 2.9
MI
1922
Markston International
New York
$889M +$39.1M +5% 8.32% 109% 153 3.27% 5.8
Bank of the West
1923
Bank of the West
California
$889M +$31.8M +4% 6.53% 35.4% 227 11.45% 5.1
Kopernik Global Investors
1924
Kopernik Global Investors
Florida
$889M +$164M +23% 23.6% 128% 24 8.33% 4
Middleton & Co
1925
Middleton & Co
Massachusetts
$887M +$41.9M +5% 3.25% 81.8% 158 12.03% 5.1