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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)
PAM
2226
Private Asset Management
California
$715M +$47.6M +7% 5.35% 38.2% 161 12.42% 4.1
Investure LLC
2227
Investure LLC
Virginia
$714M +$25.1M +4% 7.26% 65.9% 13 7.69% 1.8
Baker Hughes Holdings
2228
Baker Hughes Holdings
Texas
$714M -$788M -52% 52.3% 38.6% 3 33.33% 0.3
Citizens Business Bank
2229
Citizens Business Bank
California
$713M +$34.5M +5% 8.57% 120% 252 9.52% 4.4
Stairway Partners
2230
Stairway Partners
Illinois
$713M +$53M +8% 5.53% 48.1% 10 0% 7
Nicolet Advisory Services
2231
Nicolet Advisory Services
Wisconsin
$713M -$410K -0.1% 4.2% 62.7% 196 17.35% 1.6
Fragasso Financial Advisors
2232
Fragasso Financial Advisors
Pennsylvania
$712M +$41.5M +6% 4.57% 73.7% 141 6.38% 3
Charter Oak Capital Management
2233
Charter Oak Capital Management
New Hampshire
$712M +$52.7M +8% 3.14% 39.2% 878 14.69% 0.2
CSM Advisors
2234
CSM Advisors
Pennsylvania
$711M – – 13.7% 105% 89 – 0
Inherent Group
2235
Inherent Group
New York
$709M +$241M +52% 7.55% 61.7% 51 60.78% 0.3
McAdam LLC
2236
McAdam LLC
Pennsylvania
$709M +$56M +9% 5.47% 65.4% 173 13.29% 1.6
Cabot Wealth Management
2237
Cabot Wealth Management
Massachusetts
$709M +$57.8M +9% 5.7% 75.9% 167 18.56% 3.3
Capital Investment Advisory Services
2238
Capital Investment Advisory Services
North Carolina
$708M +$34.7M +5% 4.7% 75.7% 780 16.41% 1.8
Tygh Capital Management
2239
Tygh Capital Management
Oregon
$707M +$64.7M +10% 13.2% 251% 100 25% 1.2
Anderson Hoagland & Co
2240
Anderson Hoagland & Co
Missouri
$707M +$76.6M +12% 8.06% 104% 113 13.27% 2.1
Orgel Wealth Management
2241
Orgel Wealth Management
Wisconsin
$706M +$219M +45% 6.83% 39.6% 58 18.97% 2
Arctis Global
2242
Arctis Global
Puerto Rico
$705M +$242M +52% 36.9% 69.5% 20 35% 0.2
HSC
2243
Harbor Spring Capital
New York
$705M -$354M -33% 2.9% – 27 22.22% 2.3
Cypress Capital Group
2244
Cypress Capital Group
Florida
$705M +$40.9M +6% 4.69% 111% 295 16.27% 3.7
Teton Advisors
2245
Teton Advisors
New York
$704M -$7.45M -1% 14.9% 139% 407 8.6% 4.8
Benefit Street Partners
2246
Benefit Street Partners
New York
$704M +$16M +2% 31.7% – 48 33.33% 0.9
Cantor Fitzgerald Investment Advisors
2247
Cantor Fitzgerald Investment Advisors
New York
$703M -$822K -0.1% 3.31% 73.4% 67 0% 2.4
NJ State Employees Deferred Compensation Plan
2248
NJ State Employees Deferred Compensation Plan
New Jersey
$703M +$55.1M +9% 11.4% 127% 521 4.61% 4.3
Elm Partners Management
2249
Elm Partners Management
Pennsylvania
$703M +$33.9M +5% 4.97% 46.9% 42 2.38% 1.9
CRV LLC
2250
CRV LLC
California
$703M -$525M -43% 8.41% – 8 0% 0.3