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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)
United Asset Strategies
2276
United Asset Strategies
New York
$690M +$53.4M +8% 7.35% 111% 237 26.16% 2.2
Snow Capital Management
2277
Snow Capital Management
Pennsylvania
$689M +$101M +17% 21.4% 58.5% 159 22.01% 2.5
Maple Rock Capital Partners
2278
Maple Rock Capital Partners
Ontario, Canada
$689M -$156K -0% 47.4% 602% 34 55.88% 1.2
JNBA Financial Advisors
2279
JNBA Financial Advisors
Minnesota
$689M +$80.7M +13% 8.76% 66.8% 683 10.98% 3
Financial Synergies Wealth Advisors
2280
Financial Synergies Wealth Advisors
Texas
$688M +$45.5M +7% 4.92% 79% 64 15.63% 1.1
KPCB DGF II Associates
2281
KPCB DGF II Associates
California
$688M -$301M -30% 3.71% 2.08% 3 0% 0.6
Connable Office Inc
2282
Connable Office Inc
Michigan
$688M +$36.9M +6% 7.44% 68.3% 246 19.51% 2.8
BTR Capital Management
2283
BTR Capital Management
California
$687M +$47.1M +7% 5.36% 35% 171 2.92% 4.5
Meridian Wealth Management
2284
Meridian Wealth Management
Kentucky
$687M +$56.9M +9% 7.71% 129% 380 16.32% 1.3
Lyell Wealth Management
2285
Lyell Wealth Management
California
$686M +$60.3M +10% 1.97% 144% 177 13.56% 2
Northstar Investment Advisors
2286
Northstar Investment Advisors
Colorado
$686M +$44.1M +7% 4.45% 85.8% 156 10.26% 3.4
Bluescape Energy Partners
2287
Bluescape Energy Partners
Texas
$685M +$158M +30% 19.5% 57.9% 4 25% 1.2
Barber Financial Group
2288
Barber Financial Group
Kansas
$685M +$137M +25% 7.06% 39% 163 25.77% 2.1
TwinBeech Capital
2289
TwinBeech Capital
New York
$684M +$68.1M +11% 4.96% 5.7% 732 84.97% 0.1
Hein Park Capital Management
2290
Hein Park Capital Management
New York
$684M +$471M +221% 58% 122% 8 25% 0.2
OIM
2291
Opus Investment Management
Massachusetts
$683M +$44.4M +7% 7.1% 52.8% 104 12.5% 4
Estate Counselors
2292
Estate Counselors
Wisconsin
$683M +$17.9M +3% 6.05% 60% 177 31.64% 1.5
OM
2293
Opaleye Management
Massachusetts
$681M -$84.8M -11% 2.04% 748% 74 41.89% 1.1
Brevan Howard Capital Management
2294
Brevan Howard Capital Management
Jersey
$681M +$182M +36% 9.12% 148% 61 67.21% 0.2
Sheets Smith Wealth Management
2295
Sheets Smith Wealth Management
North Carolina
$680M +$18.3M +3% 4.69% 83.4% 352 11.93% 3.3
Suncoast Equity Management
2296
Suncoast Equity Management
Florida
$679M +$38.2M +6% 4% 96.1% 48 12.5% 2.7
Montanaro Asset Management
2297
Montanaro Asset Management
United Kingdom
$679M +$86.4M +15% 0.25% 59.3% 44 11.36% 0.2
Brandywine Oak Private Wealth
2298
Brandywine Oak Private Wealth
Pennsylvania
$679M +$22.8M +3% 3.52% 62.2% 292 14.38% 1.5
Jacobi Capital Management
2299
Jacobi Capital Management
Pennsylvania
$678M +$44.1M +7% 7.07% 83.4% 1,494 17.94% 2.6
Spearhead Capital Advisors
2300
Spearhead Capital Advisors
Florida
$677M +$47.9M +8% 5.22% 25.2% 223 41.7% 1.2