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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)
RP Management
1951
RP Management
New York
$667M +$150M +29% 74.6% 208% 6 0% 1.4
Cardano Risk Management
1952
Cardano Risk Management
Netherlands
$667M +$42M +7% 13% 200% 5 0% 1.6
First Interstate Bank
1953
First Interstate Bank
Montana
$666M -$57M -8% 6.65% 49.7% 166 40.96% 4.5
Dai-ichi Life Holdings
1954
Dai-ichi Life Holdings
Japan
$666M +$17.2M +3% 2.65% – 1 0% 3.3
Lenox Wealth Advisors
1955
Lenox Wealth Advisors
New York
$665M +$34.4M +5% 5.89% 35.7% 693 24.39% 1.8
Coastline Trust
1956
Coastline Trust
Rhode Island
$665M +$31.9M +5% 7.71% 106% 320 6.88% 4.9
Prospector Partners
1957
Prospector Partners
Connecticut
$665M +$90.2M +16% 5.48% 53.6% 114 14.04% 3.7
Thomasville National Bank
1958
Thomasville National Bank
Georgia
$665M +$20.4M +3% 6.72% – 200 8% 3.7
Garde Capital
1959
Garde Capital
Washington
$664M -$27.1M -4% 7.73% 67.6% 198 39.9% 2.6
Godsey & Gibb Inc
1960
Godsey & Gibb Inc
Virginia
$664M +$38.9M +6% 7.2% 87.5% 87 12.64% 4
Van Hulzen Asset Management
1961
Van Hulzen Asset Management
California
$664M -$1.24M -0.2% 9.01% 86.3% 286 18.18% 2.1
Palisade Asset Management
1962
Palisade Asset Management
Minnesota
$664M +$36.9M +6% 8.02% 72.9% 170 3.53% 5
TD Capital Management
1963
TD Capital Management
Tennessee
$664M +$54.3M +9% 5.17% 40.5% 301 11.96% 3.3
Arete Wealth Advisors
1964
Arete Wealth Advisors
Illinois
$664M +$86.4M +15% 7.52% 94.6% 422 22.27% 2.1
ACG Wealth
1965
ACG Wealth
Georgia
$663M +$50.4M +8% 10.8% 45.5% 308 16.56% 3.2
Asset Advisors Investment Management
1966
Asset Advisors Investment Management
Georgia
$662M +$35.6M +6% 9.73% 67.5% 193 55.96% 1.8
Fiduciary Group
1967
Fiduciary Group
Georgia
$662M +$62.7M +10% 7.78% 67.1% 215 11.63% 3.7
Alpine Woods Capital Investors
1968
Alpine Woods Capital Investors
New York
$662M +$142M +27% 10% 105% 265 16.23% 3.2
Community Bank
1969
Community Bank
New York
$662M +$66.3M +11% 7.41% 86.3% 498 12.85% 3.8
Carret Asset Management
1970
Carret Asset Management
New York
$661M +$44.9M +7% 9.15% 106% 268 8.58% 5
Nexus Investment Management
1971
Nexus Investment Management
Ontario, Canada
$660M +$10.1M +2% 5.18% 93.5% 67 7.46% 5.4
Kintegral Advisory
1972
Kintegral Advisory
New York
$660M +$38M +6% 11.7% 143% 266 0% 1.7
Arcus Capital Partners
1973
Arcus Capital Partners
Georgia
$659M +$298M +83% 72.5% 69.2% 87 50.57% 3.2
TrustCore Financial Services
1974
TrustCore Financial Services
Tennessee
$658M +$80M +14% 9.92% 28.3% 969 17.54% 1.6
Minneapolis Portfolio Management Group
1975
Minneapolis Portfolio Management Group
Minnesota
$658M +$22M +3% 14.9% 138% 30 10% 3.1