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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)
Sandbar Asset Management
2151
Sandbar Asset Management
United Kingdom
$754M +$129M +21% 14.4% 128% 70 57.14% 0.4
Segment Wealth Management
2152
Segment Wealth Management
Texas
$754M +$61.3M +9% 6.17% 108% 238 16.81% 3.2
ACG Wealth
2153
ACG Wealth
Georgia
$754M +$29.8M +4% 6.36% 45.5% 354 18.64% 3.3
Arrow Financial
2154
Arrow Financial
New York
$754M +$239M +47% 5.7% 71.1% 328 8.84% 5.5
First Business Financial Services
2155
First Business Financial Services
Wisconsin
$753M +$65.1M +9% 5.88% 80.9% 135 8.15% 2.7
Richard C. Young & Co
2156
Richard C. Young & Co
Rhode Island
$753M +$96M +15% 6.46% 152% 73 5.48% 3.4
Quantum Capital Management (New Jersey)
2157
Quantum Capital Management (New Jersey)
New Jersey
$753M +$14.5M +2% 5.79% 22.7% 36 8.33% 4.5
Wesleyan Assurance Society
2158
Wesleyan Assurance Society
United Kingdom
$753M +$56.4M +8% 10.7% 102% 95 2.11% 1.8
AH
2159
Aviva Holdings
Bahamas
$752M -$269M -26% 24.9% 36.5% 3 0% 2.8
Trust Asset Management
2160
Trust Asset Management
Texas
$752M +$93.8M +14% 7.24% 104% 182 14.84% 0.8
SNS Financial Group
2161
SNS Financial Group
Minnesota
$750M +$51.6M +7% 4.49% 54.2% 227 16.3% 3
Legacy Wealth Management (Tennessee)
2162
Legacy Wealth Management (Tennessee)
Tennessee
$749M -$4.34M -0.6% 7.21% 50.4% 15 13.33% 4.5
Pensionfund DSM Netherlands
2163
Pensionfund DSM Netherlands
Netherlands
$749M +$193M +35% 7.71% 36.9% 225 24% 3.4
Fernbridge Capital Management
2164
Fernbridge Capital Management
California
$748M +$146M +24% 0.71% 12.4% 19 42.11% 0.2
Vesa Equity Investment
2165
Vesa Equity Investment
Luxembourg
$748M +$211M +39% 39.2% 2.97% 2 0% 0.3
HighTower Trust
2166
HighTower Trust
Texas
$747M +$46.9M +7% 12.1% 90.4% 105 12.38% 3.7
RP Investment Advisors
2167
RP Investment Advisors
Ontario, Canada
$747M +$377M +102% 2.01% 17.4% 110 92.73% 0
Accredited Investors
2168
Accredited Investors
Minnesota
$747M +$150M +25% 7.99% 81.5% 171 15.2% 3.6
Lannebo Fonder
2169
Lannebo Fonder
Sweden
$747M -$6.1M -0.8% 1.75% 49.8% 39 5.13% 2.9
RKL Wealth Management
2170
RKL Wealth Management
Pennsylvania
$746M +$29.2M +4% 5.59% 76.8% 133 9.02% 3.8
Insight Wealth Strategies
2171
Insight Wealth Strategies
California
$746M +$157M +27% 3.53% 83.5% 239 15.9% 1.3
Discovery Capital Management
2172
Discovery Capital Management
Connecticut
$746M -$64.9M -8% 21.4% 871% 90 67.78% 0.3
Analyst IMS Investment Management Services
2173
Analyst IMS Investment Management Services
Israel
$746M +$149M +25% 6.38% 104% 102 17.65% 3.5
RA
2174
Resolute Advisors
California
$746M +$567M +318% 25.9% 36.7% 460 74.78% 0.1
Harbourvest Partners
2175
Harbourvest Partners
Massachusetts
$746M +$490M +191% 27.1% 8.96% 50 60% 1