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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)
John G. Ullman & Associates
2176
John G. Ullman & Associates
New York
$745M +$100M +16% 10.8% 162% 165 14.55% 2.7
Cevian Capital II
2177
Cevian Capital II
Jersey
$745M +$29.7M +4% 4.5% 105% 2 0% 2.8
EnCap Energy Capital Fund X
2178
EnCap Energy Capital Fund X
Texas
$744M -$502M -40% 38.2% – 2 100% 0
Western Wealth Management
2179
Western Wealth Management
Colorado
$744M +$62.5M +9% 5.24% 92.1% 549 22.04% 1.4
First Nebraska Trust
2180
First Nebraska Trust
Nebraska
$744M +$50.7M +7% 7.9% 76.9% 176 6.25% 4.2
Hikari Tsushin Inc
2181
Hikari Tsushin Inc
Japan
$743M +$61M +9% 10% 59.5% 44 6.82% 4.5
Trinity Street Asset Management
2182
Trinity Street Asset Management
United Kingdom
$742M -$324M -30% 8.95% 76.9% 23 17.39% 1.3
Jay A. Fishman Ltd
2183
Jay A. Fishman Ltd
Michigan
$741M +$14.6M +2% 6.36% 119% 97 8.25% 4.3
Kore Private Wealth
2184
Kore Private Wealth
New York
$741M +$91.5M +14% 7.8% 35.9% 395 21.77% 1.3
Foster Dykema Cabot & Co
2185
Foster Dykema Cabot & Co
Massachusetts
$740M +$27.2M +4% 4.42% 34% 98 9.18% 4.8
Bowie Capital Management
2186
Bowie Capital Management
Texas
$740M +$73.6M +11% 1.03% 31.6% 46 26.09% 1.9
Narwhal Capital Management
2187
Narwhal Capital Management
Georgia
$739M +$34M +5% 6.95% 109% 171 16.37% 3.7
CCM Investment Advisers
2188
CCM Investment Advisers
South Carolina
$739M +$49M +7% 9.07% 170% 72 15.28% 3.7
Third Security
2189
Third Security
Virginia
$739M -$355M -32% 28.9% 28.2% 12 50% 3.4
Callahan Advisors
2190
Callahan Advisors
Texas
$738M +$55.1M +8% 9.04% 87.7% 146 8.22% 4.5
Ithaka Group
2191
Ithaka Group
Virginia
$738M -$159M -18% 1.69% 143% 41 21.95% 3.4
NAM
2192
North American Management
Massachusetts
$738M +$30.6M +4% 5.27% 61.7% 110 6.36% 5.2
ALAM
2193
Asahi Life Asset Management
Japan
$737M -$45M -6% 8.37% 133% 257 52.92% 1
TruWealth Advisors
2194
TruWealth Advisors
Louisiana
$736M +$66.3M +10% 3.09% 56.3% 116 10.34% 0.2
Howe & Rusling
2195
Howe & Rusling
New York
$736M +$78.3M +12% 8.07% 82% 1,056 19.32% 2.8
Strategy Capital
2196
Strategy Capital
California
$735M -$20.3M -3% 0.79% 316% 8 0% 1.7
Randolph Company
2197
Randolph Company
Ohio
$733M +$58.8M +9% 7.48% 127% 44 6.82% 2
KPS Global Asset Management (UK)
2198
KPS Global Asset Management (UK)
United Kingdom
$732M +$50.3M +7% 1.86% 373% 7 28.57% 0.8
Needham Investment Management
2199
Needham Investment Management
New York
$732M +$136M +23% 7.16% 424% 124 16.94% 3.3
Cardano Risk Management
2200
Cardano Risk Management
Netherlands
$731M -$680K -0.1% 2.21% 200% 5 0% 2.1