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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)
Greenwich Wealth Management
2176
Greenwich Wealth Management
Connecticut
$559M +$35.5M +7% 9.02% 198% 196 7.14% 3.8
First American Trust
2177
First American Trust
California
$558M +$48.1M +9% 8.76% 84.6% 148 21.62% 2.9
Stonebridge Capital Advisors
2178
Stonebridge Capital Advisors
Minnesota
$557M +$18M +3% 7.82% 80.1% 813 77.86% 4.3
Arden Trust
2179
Arden Trust
Delaware
$557M +$12.5M +2% 8.35% 22.5% 330 12.73% 4.2
Ellevest Inc
2180
Ellevest Inc
New York
$557M +$89.4M +19% 6.57% 73.8% 1,406 26.46% 0.8
NJ State Employees Deferred Compensation Plan
2181
NJ State Employees Deferred Compensation Plan
New Jersey
$557M +$24.9M +5% 9.7% 127% 508 4.72% 4.1
Northstar Investment Advisors
2182
Northstar Investment Advisors
Colorado
$556M +$84.2M +18% 10.8% 85.8% 135 7.41% 3.5
Stewart & Patten Company
2183
Stewart & Patten Company
California
$556M +$27.7M +5% 9.72% 27.5% 90 4.44% 5.3
Beryl Capital Management
2184
Beryl Capital Management
California
$556M +$29.3M +6% 66.2% 3,932% 135 87.41% 0.1
Pensionfund DSM Netherlands
2185
Pensionfund DSM Netherlands
Netherlands
$555M +$20.9M +4% 5.83% 36.9% 200 2.5% 3.4
Mizuho Securities
2186
Mizuho Securities
Japan
$555M +$200M +56% 32.9% – 94 35.11% 0.9
Gabelli & Co Investment Advisers
2187
Gabelli & Co Investment Advisers
New York
$555M +$116M +26% 21.9% 248% 283 50.88% 1.1
Dorsey Wright & Associates
2188
Dorsey Wright & Associates
California
$555M +$64.5M +13% 13.9% 311% 392 46.17% 0.5
Resources Management Corp
2189
Resources Management Corp
Connecticut
$554M +$31.1M +6% 8.84% 78.5% 497 11.67% 1.7
III Capital Management
2190
III Capital Management
Florida
$554M +$149M +37% 2.2% 28.7% 89 38.2% 0.3
Marks Group Wealth Management
2191
Marks Group Wealth Management
Minnesota
$554M +$61.5M +13% 8.49% 71.4% 255 10.59% 0.6
Evanson Asset Management
2192
Evanson Asset Management
California
$553M +$48.5M +10% 10.8% 66.6% 252 8.73% 4.1
HighPoint Advisor Group
2193
HighPoint Advisor Group
Illinois
$553M +$85M +18% 13.2% 110% 413 19.37% 2.6
Tang Capital Management
2194
Tang Capital Management
California
$553M -$476M -46% 28.2% 493% 22 13.64% 1.4
Trigran Investments
2195
Trigran Investments
Illinois
$553M +$42M +8% 6.64% 30.2% 21 23.81% 3.1
Olstein Capital Management
2196
Olstein Capital Management
New York
$551M +$16.2M +3% 9.3% 16.6% 107 6.54% 3.9
MFP
2197
Michael F. Price
$551M +$4.03M +0.7% 3.18% 42.6% 121 14.88% 2.8
Gardner Lewis Asset Management
2198
Gardner Lewis Asset Management
Pennsylvania
$551M +$10.2M +2% 21.9% 240% 87 32.18% 1.7
Vista Capital Partners
2199
Vista Capital Partners
Oregon
$551M +$37.7M +7% 7.28% 69.3% 66 13.64% 4.2
De Burlo Group
2200
De Burlo Group
Massachusetts
$550M +$193M +54% 15.7% 164% 95 37.89% 3