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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)
KPS Global Asset Management (UK)
2201
KPS Global Asset Management (UK)
United Kingdom
$507M +$251M +98% 84.6% 373% 12 25% 0.3
CBT
2202
Central Bank & Trust
Kentucky
$506M +$91M +22% 19.6% 118% 267 9.74% 4.6
Quantitative Systematic Strategies
2203
Quantitative Systematic Strategies
Florida
$506M +$384M +314% 25.2% 133% 641 74.26% 0.2
GECH
2204
Garnet Equity Capital Holdings
New York
$505M +$79.9M +19% 33% 302% 27 48.15% 0.4
Cove Street Capital
2205
Cove Street Capital
California
$505M +$17.2M +4% 21.9% 84.2% 104 34.62% 2.6
Mount Lucas Management
2206
Mount Lucas Management
Pennsylvania
$505M +$19.1M +4% 11.9% 109% 81 69.14% 0.5
Heartwood Wealth Advisors
2207
Heartwood Wealth Advisors
Virginia
$505M +$88.4M +21% 15.8% 59.4% 77 16.88% 0.4
OHM
2208
Ordinal Holdings ManageCo
New York
$505M -$329M -39% 13.4% 19.5% 1 0% 2.5
Evanson Asset Management
2209
Evanson Asset Management
California
$505M +$85.3M +20% 23.3% 66.6% 248 16.13% 4
Astor Investment Management
2210
Astor Investment Management
Illinois
$505M – – 7.8% 23.3% 42 – 1.3
Thomas White International
2211
Thomas White International
Illinois
$504M +$55.3M +12% 13.5% 34.9% 306 12.42% 2.2
Intrust Bank
2212
Intrust Bank
Kansas
$503M +$144M +40% 21.5% 102% 346 16.18% 3.8
Cabot Wealth Management
2213
Cabot Wealth Management
Massachusetts
$501M +$82.8M +20% 24% 69.3% 139 20.86% 3.5
MCM
2214
Matarin Capital Management
New York
$501M -$143M -22% 30.4% 73.2% 237 36.29% 1.8
JLB & Associates
2215
JLB & Associates
Michigan
$501M +$79.4M +19% 20.7% 69.9% 70 1.43% 5.1
Logos Global Management
2216
Logos Global Management
California
$500M +$238M +90% 70.5% 1,585% 73 80.82% 0.1
Twele Capital Management
2217
Twele Capital Management
Minnesota
$500M +$43.4M +9% 12.2% 37.1% 43 2.33% 5.9
Whitegate Investment Counselors
2218
Whitegate Investment Counselors
New Hampshire
$500M +$87.9M +21% 17% 48% 199 12.06% 4
Sheets Smith Wealth Management
2219
Sheets Smith Wealth Management
North Carolina
$500M +$22.4M +5% 19% 83.4% 297 21.89% 3.6
Maple Rock Capital Partners
2220
Maple Rock Capital Partners
Ontario, Canada
$500M +$110M +28% 46.3% 602% 31 38.71% 1
SM
2221
Sabby Management
Florida
$498M +$258M +107% 24.5% 95.5% 145 67.59% 0.3
RGREA
2222
Ranger Global Real Estate Advisors
Colorado
$498M -$43.9M -8% 20.9% 18% 33 24.24% 1.4
AIA Investment Management (HK)
2223
AIA Investment Management (HK)
Hong Kong
$498M +$19.1M +4% 18.7% – 9 44.44% 0.4
Accident Compensation Corp
2224
Accident Compensation Corp
New Zealand
$497M +$115M +30% 17.4% 24.6% 114 6.14% 3
Legato Capital Management
2225
Legato Capital Management
California
$496M +$153M +45% 7.02% 243% 415 44.34% 0.6