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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)
Western Wealth Management
2126
Western Wealth Management
Colorado
$436M -$224M -34% 15.2% 92.1% 433 21.94% 1
Equitec Specialists
2127
Equitec Specialists
Illinois
$436M +$73.5M +20% 5.92% 65.4% 183 56.28% 0.6
Hengistbury Investment Partners
2128
Hengistbury Investment Partners
United Kingdom
$436M -$490M -53% 11.9% 108% 6 66.67% 2.5
Snow Capital Management
2129
Snow Capital Management
Pennsylvania
$436M -$286M -40% 31.5% 58.5% 170 28.24% 2.2
Cowen and Company
2130
Cowen and Company
New York
$435M -$716M -62% 16.3% 120% 647 68.93% 0.2
Quantum Capital Management (New Jersey)
2131
Quantum Capital Management (New Jersey)
New Jersey
$435M -$64.8M -13% 20.8% 29.9% 40 20% 4.1
Laurel Wealth Advisors (California)
2132
Laurel Wealth Advisors (California)
California
$435M -$161M -27% 16.4% 33% 464 28.88% 2.5
Regis Management Company
2133
Regis Management Company
California
$435M -$212M -33% 12.2% 5.33% 71 21.13% 4.2
Mizuho Markets Cayman
2134
Mizuho Markets Cayman
Cayman Islands
$435M -$248M -36% 19.4% 283% 59 86.44% 0
BC
2135
Bruce & Co
Illinois
$434M -$78.3M -15% 14.2% 94.5% 44 4.55% 4
Mark Asset Management
2136
Mark Asset Management
New York
$434M -$165M -27% 0.99% 325% 84 42.86% 1.7
Institutional & Family Asset Management
2137
Institutional & Family Asset Management
Colorado
$434M -$39.5M -8% 16.6% 19% 953 19.94% 1.8
Arax Advisory Partners
2138
Arax Advisory Partners
Colorado
$434M +$85.5M +25% 12.2% 74.6% 739 29.77% 1.6
Tompkins Financial
2139
Tompkins Financial
New York
$433M -$112M -21% 17.8% 84.4% 458 21.18% 3.7
Cypress Capital Group
2140
Cypress Capital Group
Florida
$433M -$128M -23% 13.6% 111% 245 19.59% 4.4
Kovack Advisors
2141
Kovack Advisors
Florida
$433M -$126M -23% 15.7% 131% 578 34.95% 1.9
Shanda Asset Management Holdings
2142
Shanda Asset Management Holdings
British Virgin Islands
$433M -$81.7M -16% 10.3% 125% 47 68.09% 0.7
HSG Holding
2143
HSG Holding
Hong Kong
$432M +$15.3M +4% 34.2% 6.36% 13 30.77% 2
Professional Advisory Services
2144
Professional Advisory Services
Florida
$431M -$131M -23% 20% 69.3% 73 16.44% 4.5
Planning Alternatives
2145
Planning Alternatives
Michigan
$431M -$143M -25% 19.1% 75% 54 27.78% 4.6
10-15 Associates
2146
10-15 Associates
New York
$429M -$101M -19% 18.8% 33% 108 20.37% 3.5
Clear Harbor Asset Management
2147
Clear Harbor Asset Management
Connecticut
$429M -$148M -26% 18.9% 106% 804 67.91% 3.2
QVT Financial
2148
QVT Financial
New York
$429M -$85.5M -17% 8.68% 267% 56 19.64% 1.9
Foresite Capital Management II
2149
Foresite Capital Management II
California
$428M -$179M -29% 18.2% 66.2% 6 16.67% 2.7
Strategic Investment Management
2150
Strategic Investment Management
Virginia
$428M -$111M -21% 26.4% 53.4% 19 26.32% 3.1