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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)
Needham Investment Management
2326
Needham Investment Management
New York
$501M +$32.9M +7% 10.9% 424% 112 12.5% 3.3
AlphaStar Capital Management
2327
AlphaStar Capital Management
North Carolina
$500M +$31.8M +7% 7.14% 69.5% 221 33.94% 1.6
CKW Financial Group
2328
CKW Financial Group
Hawaii
$500M +$48.8M +11% 8.58% 70.3% 183 10.38% 4.4
Vitruvian Partners
2329
Vitruvian Partners
United Kingdom
$499M +$151M +43% 43.9% 96.9% 2 0% 1.8
Dundas Partners
2330
Dundas Partners
United Kingdom
$499M +$41.3M +9% 10.7% 87.6% 33 0% 2.2
JWBC
2331
J.W. Burns & Co
New York
$498M +$45.8M +10% 10.6% 95.4% 160 5.63% 5.1
KC
2332
Keenan Capital
California
$498M -$9.16M -2% 6.8% 110% 14 14.29% 2.1
Taiyo Life Insurance Company
2333
Taiyo Life Insurance Company
Japan
$498M +$39.3M +9% 8.57% 90.5% 5 0% 2.1
Jump Financial
2334
Jump Financial
Illinois
$498M – – 11.9% 125% 735 – 0
Biglari Capital Corp
2335
Biglari Capital Corp
Texas
$498M +$71.3M +17% 16.9% 72.7% 10 10% 3.5
Osborne Partners Capital Management
2336
Osborne Partners Capital Management
California
$497M +$29.7M +6% 10.6% 60.8% 159 8.18% 4.9
Johnson & Johnson Innovation - JJDC
2337
Johnson & Johnson Innovation - JJDC
New Jersey
$497M -$12.1M -2% 0.88% – 16 6.25% 0.6
Archon Capital Management
2338
Archon Capital Management
Washington
$497M +$31.2M +7% 40% 222% 44 47.73% 1.1
OH
2339
Overlook Holdings
British Virgin Islands
$496M – – 0.16% – 2 – 3.6
JNBA Financial Advisors
2340
JNBA Financial Advisors
Minnesota
$496M +$29.8M +6% 6.12% 66.8% 607 7.91% 3
WBH Advisory
2341
WBH Advisory
Maryland
$495M +$82.2M +20% 8.5% 64.5% 251 11.55% 4.6
Fusion Family Wealth
2342
Fusion Family Wealth
New York
$495M +$71.2M +17% 6.4% 62.2% 112 8.04% 3.2
Barometer Capital Management
2343
Barometer Capital Management
Ontario, Canada
$495M -$39.8M -7% 17.1% 339% 176 56.82% 0.4
Nan Fung Trinity
2344
Nan Fung Trinity
Hong Kong
$495M +$44.3M +10% 7.6% 81.5% 68 25% 0.4
JC
2345
Joho Capital
New York
$495M +$145M +42% 20.1% 80.2% 11 36.36% 1.5
KWMG LLC
2346
KWMG LLC
Kansas
$494M +$32.1M +7% 5.35% 76.2% 126 1.59% 3.5
Traphagen Investment Advisors
2347
Traphagen Investment Advisors
New Jersey
$494M +$51.4M +12% 5.79% 65.8% 158 38.61% 0.9
Anchor Investment Management
2348
Anchor Investment Management
South Carolina
$493M +$45.5M +10% 8.56% 75.1% 947 12.14% 3.1
ShawSpring Partners
2349
ShawSpring Partners
Massachusetts
$492M +$45.7M +10% 29.3% 3.53% 7 42.86% 1
OHM
2350
Ordinal Holdings ManageCo
New York
$491M -$13.4M -3% 2.5% 19.5% 1 0% 2.8