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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)
Insight Wealth Strategies
2226
Insight Wealth Strategies
California
$539M +$89.6M +20% 5.89% 83.5% 203 19.21% 1
Meag Munich Ergo
2227
Meag Munich Ergo
Germany
$539M +$5.9M +1% 7.51% 82.8% 233 19.31% 2.8
Chiron Investment Management
2228
Chiron Investment Management
New York
$538M +$71.5M +15% 21% 104% 95 43.16% 0.4
Gemmer Asset Management
2229
Gemmer Asset Management
California
$538M +$62.3M +13% 7.75% 96.8% 1,429 9.1% 4
Brouwer & Janachowski
2230
Brouwer & Janachowski
California
$538M +$765K +0.1% 5.95% 41.8% 48 2.08% 4
BFSG LLC
2231
BFSG LLC
California
$537M +$72.9M +16% 8.44% 90.7% 198 24.75% 1.5
Heritage Trust
2232
Heritage Trust
Oklahoma
$537M +$26.2M +5% 8.79% – 212 8.96% 2.3
MPM Asset Management
2233
MPM Asset Management
Massachusetts
$536M +$200M +60% 6.13% 5.89% 8 25% 1.9
Technology Crossover Management IX
2234
Technology Crossover Management IX
California
$536M +$211M +65% 68.8% 6.24% 4 0% 1.8
Van Cleef Asset Management
2235
Van Cleef Asset Management
Ohio
$535M +$43.6M +9% 10.8% 104% 110 2.73% 5.3
Hazelview Securities
2236
Hazelview Securities
Ontario, Canada
$535M +$53.7M +11% 0.27% – 35 14.29% 1.7
Connable Office Inc
2237
Connable Office Inc
Michigan
$535M +$26.4M +5% 8.38% 68.3% 209 18.66% 2.7
Formula Growth
2238
Formula Growth
Quebec, Canada
$535M -$56.6M -10% 8.6% 118% 175 34.29% 1.9
Silvant Capital Management
2239
Silvant Capital Management
Georgia
$534M -$21.9M -4% 11.8% 189% 341 5.28% 2.1
CBT
2240
Central Bank & Trust
Kentucky
$534M +$27.8M +5% 10.3% 118% 309 18.77% 4.1
Lyell Wealth Management
2241
Lyell Wealth Management
California
$534M +$77.9M +17% 14.5% 144% 138 13.77% 2.2
Whitney & Co
2242
Whitney & Co
New York
$533M +$44.6M +9% 7.42% 110% 115 11.3% 3.6
Thompson Investment Management
2243
Thompson Investment Management
Wisconsin
$533M +$15.9M +3% 5.58% 100% 190 5.79% 4.2
Planning Alternatives
2244
Planning Alternatives
Michigan
$533M +$39.1M +8% 6.83% 69.6% 48 14.58% 4.6
Tekne Capital Management
2245
Tekne Capital Management
New York
$532M +$52.8M +11% 22.2% 516% 11 27.27% 1.5
Independent Financial Group
2246
Independent Financial Group
California
$532M +$77.3M +17% 12.6% 149% 551 21.42% 0.4
Strategic Global Advisors
2247
Strategic Global Advisors
California
$532M +$63.9M +14% 6.4% 137% 172 33.14% 1.8
Capital Investment Advisory Services
2248
Capital Investment Advisory Services
North Carolina
$531M +$37.6M +8% 7.24% 75.7% 667 18.44% 1.6
Cozad Asset Management
2249
Cozad Asset Management
Illinois
$530M +$38.2M +8% 11.9% 132% 343 12.54% 1.2
Penobscot Investment Management
2250
Penobscot Investment Management
Massachusetts
$530M +$43.1M +9% 9.51% 114% 203 8.37% 4.8