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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)
Callahan Advisors
2176
Callahan Advisors
Texas
$683M +$71.8M +12% 13.2% 95.4% 141 8.51% 4.5
Hikari Tsushin Inc
2177
Hikari Tsushin Inc
Japan
$682M +$87.2M +15% 10.8% 58.7% 43 11.63% 4.2
KPS Global Asset Management (UK)
2178
KPS Global Asset Management (UK)
United Kingdom
$682M -$5.03M -0.7% 51.7% 373% 8 37.5% 0.9
RVW Wealth
2179
RVW Wealth
California
$682M +$89.8M +15% 13.3% 65.8% 103 14.56% 1.1
Western Wealth Management
2180
Western Wealth Management
Colorado
$681M +$69.2M +11% 12.8% 92.1% 511 21.72% 1.3
Laurel Wealth Advisors (California)
2181
Laurel Wealth Advisors (California)
California
$681M +$75.4M +12% 13.1% 33% 443 16.25% 2.4
VR Adviser
2182
VR Adviser
New York
$680M +$169M +33% 33.9% 1,698% 31 48.39% 0.3
J.M. Forbes & Co
2183
J.M. Forbes & Co
Massachusetts
$680M +$55.1M +9% 8.24% 112% 109 7.34% 4.6
Marble Harbor Investment Counsel
2184
Marble Harbor Investment Counsel
Massachusetts
$680M +$68.8M +11% 12.9% 80.2% 182 10.44% 4.5
Texas Capital Bank Wealth Management Services
2185
Texas Capital Bank Wealth Management Services
Texas
$679M +$66.4M +11% 12.9% 94.9% 175 37.14% 0.7
RP
2186
RR Partners
New York
$679M +$101M +17% 45.6% 73.3% 21 19.05% 2.9
BRR OpCo
2187
BRR OpCo
Ohio
$679M +$81.6M +14% 13.5% 23.6% 198 20.2% 3.1
Taikang Asset Management (HK)
2188
Taikang Asset Management (HK)
Hong Kong
$679M +$32.4M +5% 40.2% 166% 85 22.35% 2
Citizens Business Bank
2189
Citizens Business Bank
California
$679M +$90.8M +15% 16.6% 120% 246 9.76% 4.3
Independent Financial Group
2190
Independent Financial Group
California
$678M +$146M +28% 16.6% 149% 616 25.65% 0.5
PS
2191
Presima Securities
Quebec, Canada
$678M +$77M +13% 12.3% 10.3% 45 6.67% 2.4
Dorsey Wright & Associates
2192
Dorsey Wright & Associates
California
$677M +$123M +22% 19.6% 311% 420 57.62% 0.5
Perpetual Investment Management
2193
Perpetual Investment Management
Australia
$677M – – 19.9% – 225 – 0
MUFG Bank
2194
MUFG Bank
Japan
$676M +$394M +140% 11.7% 61.3% 2 50% 0.5
Arax Advisory Partners
2195
Arax Advisory Partners
Colorado
$676M +$82.7M +14% 13.5% 74.6% 772 16.19% 2
Randolph Company
2196
Randolph Company
Ohio
$674M +$91.9M +16% 13.9% 127% 43 16.28% 1.8
Arcus Capital Partners
2197
Arcus Capital Partners
Georgia
$674M +$15M +2% 88.7% 75% 108 59.26% 1.4
Capital Investment Advisory Services
2198
Capital Investment Advisory Services
North Carolina
$674M +$142M +27% 11.7% 75.7% 720 14.58% 1.7
HI
2199
Handelsinvest Investeringsforvaltning
Denmark
$673M +$146M +28% 30.2% 37.9% 127 7.87% 2.5
Wedgewood Partners
2200
Wedgewood Partners
Missouri
$672M +$40M +6% 13.3% 78.1% 38 7.89% 3.3