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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)
Cabot Wealth Management
2201
Cabot Wealth Management
Massachusetts
$550M +$48.6M +10% 12.7% 75.9% 144 15.97% 3.5
Transcend Capital Advisors
2202
Transcend Capital Advisors
New Jersey
$550M +$242M +79% 13.5% 71.6% 272 59.19% 0.3
Cevian Capital II
2203
Cevian Capital II
Jersey
$549M +$93.6M +21% 18.3% 105% 2 0% 2.3
Whitegate Investment Counselors
2204
Whitegate Investment Counselors
New Hampshire
$548M +$48.2M +10% 7.65% 51% 205 7.8% 4
Bristlecone Advisors
2205
Bristlecone Advisors
Washington
$548M +$54.2M +11% 9.02% 103% 197 21.83% 2.2
Maple Rock Capital Partners
2206
Maple Rock Capital Partners
Ontario, Canada
$547M +$47.7M +10% 11% 602% 32 43.75% 1
Red Cedar Investment Management
2207
Red Cedar Investment Management
Michigan
$547M +$120M +28% 9.04% 88.8% 92 33.7% 0.5
Landscape Capital Management
2208
Landscape Capital Management
New Jersey
$547M -$57.1M -9% 13.7% 92.5% 403 56.08% 0.6
Versant Venture Management
2209
Versant Venture Management
California
$546M -$150M -22% 3.64% 409% 13 23.08% 2.3
Estabrook Capital Management
2210
Estabrook Capital Management
New York
$545M +$18.6M +4% 6.87% 87.2% 342 4.09% 5.4
Apriem Advisors
2211
Apriem Advisors
California
$545M +$58.1M +12% 10.1% 74.3% 129 10.08% 4.1
Efficient Advisors
2212
Efficient Advisors
Ohio
$545M +$4.33M +0.8% 3.06% 30.6% 49 2.04% 5.7
SC
2213
Serenity Capital
California
$544M +$115M +27% 23% – 7 14.29% 1.9
Torray Investment Partners
2214
Torray Investment Partners
Maryland
$544M +$13.5M +3% 5.27% 97.2% 102 5.88% 3.6
JLB & Associates
2215
JLB & Associates
Michigan
$544M +$43M +9% 11.6% 69.9% 70 2.86% 5.2
United Asset Strategies
2216
United Asset Strategies
New York
$544M +$36.2M +7% 7.59% 111% 205 15.12% 2.2
Point Break Capital Management
2217
Point Break Capital Management
Florida
$543M +$290M +115% 35.6% – 32 50% 0.5
AH
2218
Allen Holding
New York
$542M -$10.6M -2% 12.1% 185% 10 20% 5.3
Forte Capital
2219
Forte Capital
New York
$542M +$66.1M +14% 11.9% 98.3% 194 11.34% 2
Think Investments
2220
Think Investments
California
$542M +$136M +33% 26.8% 285% 29 55.17% 1.1
Jaffetilchin Investment Partners
2221
Jaffetilchin Investment Partners
Florida
$542M +$87.8M +19% 9.47% 88.1% 260 35.38% 1.5
Thomas White International
2222
Thomas White International
Illinois
$541M +$36.9M +7% 10.1% 34.9% 313 13.74% 2.3
Brewin Dolphin Wealth Management
2223
Brewin Dolphin Wealth Management
Ireland
$541M +$73.4M +16% 10.2% 47.5% 320 18.44% 1.6
Lisanti Capital Growth
2224
Lisanti Capital Growth
New York
$540M +$49.5M +10% 30.1% 1,588% 155 53.55% 0.6
Whetstone Capital Advisors
2225
Whetstone Capital Advisors
Kansas
$540M +$65.3M +14% 17.3% 282% 35 14.29% 1.5