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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)
Icon Wealth Partners
2276
Icon Wealth Partners
Texas
$518M +$105M +25% 6.19% – 329 46.5% 1.3
Blue Whale Capital
2277
Blue Whale Capital
United Kingdom
$518M +$148M +40% 10.2% 409% 17 5.88% 0.7
Kore Private Wealth
2278
Kore Private Wealth
New York
$518M +$27.9M +6% 10.1% 35.9% 1,246 78.89% 1.3
Summit Trail Advisors
2279
Summit Trail Advisors
New York
$517M -$19M -4% 9.93% 74.8% 252 48.81% 0.5
Bouchey Financial Group
2280
Bouchey Financial Group
New York
$516M +$41.8M +9% 6.84% 66.7% 73 12.33% 2.9
Ropes Wealth Advisors
2281
Ropes Wealth Advisors
Massachusetts
$516M +$26.2M +5% 9.57% 71% 681 24.23% 2.8
Cutler Investment Counsel
2282
Cutler Investment Counsel
Oregon
$516M +$45.5M +10% 6.78% 61.8% 89 4.49% 4.1
LVM Capital Management
2283
LVM Capital Management
Michigan
$516M +$28.1M +6% 6.26% 121% 112 7.14% 4.7
PKO Investment Management Joint-Stock
2284
PKO Investment Management Joint-Stock
Poland
$516M +$75.4M +17% 9.46% 145% 80 6.25% 3.1
Fortis Group Advisors
2285
Fortis Group Advisors
New Jersey
$516M – – 5.91% 102% 493 – 0
10-15 Associates
2286
10-15 Associates
New York
$516M +$19.8M +4% 6.55% 33% 102 13.73% 3.7
Parthenon LLC
2287
Parthenon LLC
Kentucky
$516M +$33.9M +7% 8.55% 93.3% 107 2.8% 5.5
Hodges Capital Management
2288
Hodges Capital Management
Texas
$515M +$25.7M +5% 16.3% 200% 232 30.17% 2.8
Twele Capital Management
2289
Twele Capital Management
Minnesota
$515M +$15M +3% 3.58% 37.1% 42 0% 6.1
WMS Partners
2290
WMS Partners
Maryland
$515M +$32.4M +7% 8.91% 10.8% 245 17.14% 3.4
Adelphi Capital
2291
Adelphi Capital
United Kingdom
$515M +$58.9M +13% 9.39% – 3 0% 2.8
Greenwood Capital Associates
2292
Greenwood Capital Associates
South Carolina
$515M +$76.5M +17% 10.2% 87.7% 215 29.77% 1.5
Matrix Asset Advisors
2293
Matrix Asset Advisors
New York
$514M -$7.73M -1% 5.95% 84.9% 81 8.64% 4
Sigma Investment Counselors
2294
Sigma Investment Counselors
Michigan
$514M -$428M -45% 7.27% 59.4% 161 26.09% 4.8
Six Columns Capital
2295
Six Columns Capital
Texas
$514M +$87.8M +21% 26.4% – 76 77.63% 0.2
RG
2296
Riverstone Group
Virginia
$513M +$110M +27% 31% 305% 5 0% 1.5
Naples Global Advisors
2297
Naples Global Advisors
Florida
$513M +$48.9M +11% 8.08% 111% 353 7.37% 3.6
FinTrust Capital Advisors
2298
FinTrust Capital Advisors
South Carolina
$512M +$260M +103% 5% 23.6% 1,228 19.38% 1.3
Granite Investment Advisors
2299
Granite Investment Advisors
New Hampshire
$512M +$49.6M +11% 11.7% 55.6% 170 11.18% 3.5
OM
2300
Opaleye Management
Massachusetts
$511M +$16.2M +3% 21.8% 748% 68 48.53% 1