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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)
Evanson Asset Management
2301
Evanson Asset Management
California
$677M +$48.4M +8% 3.39% 66.6% 295 15.25% 3.9
Maple Capital Management
2302
Maple Capital Management
Vermont
$676M +$27.5M +4% 4.33% 114% 104 10.58% 4.3
Lutz Financial Services
2303
Lutz Financial Services
Nebraska
$676M +$67M +11% 6.82% 37.2% 57 1.75% 2.6
Renaissance Capital
2304
Renaissance Capital
Connecticut
$675M -$57.2M -8% 1.89% 392% 63 23.81% 0.2
Marks Group Wealth Management
2305
Marks Group Wealth Management
Minnesota
$675M +$33M +5% 4.88% 71.4% 277 16.25% 1
Mayflower Financial Advisors
2306
Mayflower Financial Advisors
Massachusetts
$675M +$94.9M +16% 7.24% 68.7% 318 13.21% 0.2
Adventist Health System West
2307
Adventist Health System West
California
$673M +$30.9M +5% 5.8% 60.2% 5 20% 1.4
American Financial Advisors
2308
American Financial Advisors
Georgia
$673M -$27.5M -4% 2.73% 52.7% 131 9.16% 1.5
Thomas White International
2309
Thomas White International
Illinois
$673M +$32.9M +5% 2.99% 34.9% 331 10.27% 2.4
Manchester Capital Management
2310
Manchester Capital Management
Vermont
$672M +$26.6M +4% 4.28% 86.7% 837 30.59% 3.9
Deltec Asset Management
2311
Deltec Asset Management
New York
$671M +$17.5M +3% 0.99% 127% 349 52.72% 1.4
Capital Asset Advisory Services
2312
Capital Asset Advisory Services
Michigan
$671M +$108M +19% 4.88% 56.8% 1,680 62.38% 1.1
Mission Creek Capital Partners
2313
Mission Creek Capital Partners
California
$671M +$344M +105% 5.63% 138% 239 16.74% 0.9
Matrix Asset Advisors
2314
Matrix Asset Advisors
New York
$670M +$77.6M +13% 8.69% 84.9% 96 16.67% 3.7
Wexford Capital
2315
Wexford Capital
Florida
$670M +$31.1M +5% 12.9% 128% 412 79.85% 0.3
Oracle Investment Management
2316
Oracle Investment Management
Connecticut
$668M -$130M -16% 0.26% 865% 33 48.48% 2.6
Mark Asset Management
2317
Mark Asset Management
New York
$667M -$168M -20% 5.44% 325% 80 47.5% 2.1
Jackson Wealth Management
2318
Jackson Wealth Management
Florida
$667M -$66.2M -9% 4.64% 72.1% 157 43.31% 1.6
Galibier Capital Management
2319
Galibier Capital Management
Ontario, Canada
$666M +$87.7M +15% 7.54% 66.8% 39 2.56% 1.5
HITE Hedge Asset Management
2320
HITE Hedge Asset Management
Massachusetts
$666M +$236M +55% 10.6% 54.4% 193 53.89% 0.5
Oslo Pensjonsforsikring
2321
Oslo Pensjonsforsikring
$665M +$90.9M +16% 11.6% 79% 16 6.25% 2.8
MPAM
2322
Monarch Partners Asset Management
Massachusetts
$665M +$91.9M +16% 29.7% 136% 210 49.52% 0.7
Harbor Investment Advisory
2323
Harbor Investment Advisory
Maryland
$664M +$40.1M +6% 5% 97.5% 1,343 12.21% 0.9
EAM Investors
2324
EAM Investors
California
$664M +$53.7M +9% 47.6% 6,012% 488 74.18% 0.2
OHM
2325
Ordinal Holdings ManageCo
New York
$663M +$126M +23% 23.4% 19.5% 1 0% 3.3