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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)
B. Riley Wealth Management
1976
B. Riley Wealth Management
Tennessee
$856M +$80.9M +10% 4.28% 32.2% 504 37.9% 1.4
Broad Bay Capital Management
1977
Broad Bay Capital Management
New York
$856M -$34.5M -4% 3.52% 338% 26 57.69% 0.8
MAM
1978
Mastrapasqua Asset Management
Tennessee
$855M +$95.2M +13% 4.79% 54.9% 156 17.31% 3.2
Principle Wealth Partners
1979
Principle Wealth Partners
Connecticut
$855M +$96.2M +13% 7.65% 90.7% 292 8.9% 1
Global Alpha Capital Management
1980
Global Alpha Capital Management
Quebec, Canada
$855M +$39.3M +5% 16.3% 80.4% 35 2.86% 3.6
Pictet North America Advisors
1981
Pictet North America Advisors
Switzerland
$855M +$66M +8% 2.47% 67.7% 130 11.54% 3.2
Focus Financial Network
1982
Focus Financial Network
Minnesota
$855M -$274M -24% 3.97% 106% 571 56.04% 1
Cipher Capital
1983
Cipher Capital
New York
$854M +$24.8M +3% 9% – 718 69.64% 0.3
Global Retirement Partners
1984
Global Retirement Partners
California
$854M +$56.1M +7% 4.96% – 1,961 17.29% 2.4
Crescent Grove Advisors
1985
Crescent Grove Advisors
Illinois
$853M +$88.2M +12% 3.74% 64.1% 217 18.89% 1.9
Executive Wealth Management
1986
Executive Wealth Management
Michigan
$852M +$38.4M +5% 3.25% 18.4% 200 18.5% 1.3
Endurance Wealth Management
1987
Endurance Wealth Management
Rhode Island
$850M +$58.1M +7% 6.59% 59% 694 13.83% 3.8
AAM
1988
Autus Asset Management
Arizona
$849M +$73.6M +9% 2.13% 26.3% 169 11.83% 4.7
Jaffetilchin Investment Partners
1989
Jaffetilchin Investment Partners
Florida
$849M +$144M +20% 4.34% 88.1% 383 33.68% 1.2
BDO Wealth Advisors
1990
BDO Wealth Advisors
Florida
$848M +$138M +19% 6.54% 38.3% 1,298 33.44% 1.3
Zazove Associates
1991
Zazove Associates
Nevada
$848M +$32.8M +4% 2.97% 11% 124 15.32% 1.3
Main Management ETF Advisors
1992
Main Management ETF Advisors
California
$847M +$208M +32% 10.3% 97.2% 26 46.15% 1
CWM
1993
Cornerstone Wealth Management
Missouri
$846M +$49M +6% 4.54% 77.5% 488 20.9% 2.3
Trek Financial
1994
Trek Financial
Arizona
$844M +$70.5M +9% 5.22% 152% 274 49.27% 0.8
Condor Capital Management
1995
Condor Capital Management
New Jersey
$842M +$52.1M +7% 5.99% 64.8% 285 36.14% 2.9
Baldwin Wealth Partners
1996
Baldwin Wealth Partners
Massachusetts
$842M +$46.5M +6% 3.12% 94.5% 645 16.28% 3.2
First Interstate Bancsystem
1997
First Interstate Bancsystem
Montana
$841M – – 4.15% – 104 – 0
Vicus Capital
1998
Vicus Capital
Pennsylvania
$841M +$29.5M +4% 5.85% 67% 253 18.18% 3.3
Summit Creek Advisors
1999
Summit Creek Advisors
Minnesota
$839M +$59.6M +8% 10.6% 84.6% 72 13.89% 2.6
Anson Funds Management
2000
Anson Funds Management
Texas
$839M +$341M +69% 3.19% 2,010% 369 87.53% 0.1