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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)
Clear Harbor Asset Management
2151
Clear Harbor Asset Management
Connecticut
$696M +$111M +19% 25.5% 106% 822 66.3% 3
Hartford Funds Management
2152
Hartford Funds Management
Pennsylvania
$696M -$100M -13% 3.03% 29.5% 5 40% 2.5
Wesleyan Assurance Society
2153
Wesleyan Assurance Society
United Kingdom
$696M +$88.5M +15% 16.8% 114% 94 1.06% 1.5
Weatherly Asset Management
2154
Weatherly Asset Management
California
$696M +$76.3M +12% 12.6% 116% 189 5.29% 4.8
Engle Capital Management
2155
Engle Capital Management
Connecticut
$695M +$61.4M +10% 33.1% 398% 29 44.83% 0.7
Kovack Advisors
2156
Kovack Advisors
Florida
$695M +$133M +24% 14.3% 118% 683 28.99% 1.8
First Nebraska Trust
2157
First Nebraska Trust
Nebraska
$693M +$110M +19% 15% 76.9% 171 11.7% 4.2
Segment Wealth Management
2158
Segment Wealth Management
Texas
$693M +$76.9M +12% 13% 108% 213 8.45% 3.4
Regents of the University of California
2159
Regents of the University of California
California
$692M -$26.8M -4% 3.88% 76.6% 33 27.27% 3.9
RPGK
2160
Retirement Planning Group (Kansas)
Kansas
$690M +$77.4M +13% 11.9% 54.7% 62 9.68% 4.1
CCM Investment Advisers
2161
CCM Investment Advisers
South Carolina
$690M +$74.8M +12% 15.1% 176% 68 2.94% 3.6
Oxford Financial Group
2162
Oxford Financial Group
Indiana
$690M +$70.6M +11% 15.8% 77.2% 222 19.37% 1.1
KL
2163
KGH Ltd
Bahamas
$690M +$130M +23% 51.1% 139% 49 61.22% 0.7
First Midwest Bank Trust Division
2164
First Midwest Bank Trust Division
Illinois
$690M +$50M +8% 13.6% 107% 375 12% 4.3
Skylands Capital
2165
Skylands Capital
Wisconsin
$690M +$89.8M +15% 17.7% 61% 140 13.57% 3.8
Maple Rock Capital Partners
2166
Maple Rock Capital Partners
Ontario, Canada
$689M +$142M +26% 81.3% 602% 34 47.06% 0.9
Investure LLC
2167
Investure LLC
Virginia
$689M -$13.2M -2% 13% 65.9% 13 0% 1.5
First Business Financial Services
2168
First Business Financial Services
Wisconsin
$688M +$89.1M +15% 13.8% 80.9% 127 4.72% 2.7
Freshford Capital Management
2169
Freshford Capital Management
New York
$688M +$110M +19% 36.3% 97.3% 18 16.67% 1.1
Nottingham Advisors
2170
Nottingham Advisors
New York
$688M -$86M -11% 10.7% 47.6% 144 11.81% 2.9
Benefit Street Partners
2171
Benefit Street Partners
New York
$688M +$484M +237% 34% – 46 34.78% 0.8
Campbell Wealth Management
2172
Campbell Wealth Management
Virginia
$686M +$74M +12% 8.93% 11.2% 66 10.61% 1.4
Crescent Park Management
2173
Crescent Park Management
California
$685M +$89M +15% 20% 100% 32 37.5% 1
Dundas Partners
2174
Dundas Partners
United Kingdom
$684M +$186M +37% 16.1% 102% 34 2.94% 2.4
Ellevest Inc
2175
Ellevest Inc
New York
$684M +$127M +23% 13% 82.6% 1,457 29.44% 0.8