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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)
Heartwood Wealth Advisors
2326
Heartwood Wealth Advisors
Virginia
$620M +$96.7M +18% 12.8% 59.4% 83 12.05% 0.8
DTL
2327
Dynamic Technology Lab
Singapore
$619M -$2.34M -0.4% 22.7% 30.8% 1,510 75.76% 0.2
KPCB XIII Associates
2328
KPCB XIII Associates
California
$619M – – 45% – 4 – 0
Whitegate Investment Counselors
2329
Whitegate Investment Counselors
New Hampshire
$618M +$69.2M +13% 12.1% 51% 216 10.19% 4
KC
2330
Keenan Capital
California
$618M +$119M +24% 5.22% 110% 14 14.29% 2.2
B. Riley Financial
2331
B. Riley Financial
California
$617M +$237M +62% 44.7% 682% 35 62.86% 0.7
Heritage Trust
2332
Heritage Trust
Oklahoma
$617M +$80.5M +15% 13.8% – 227 10.13% 2.4
Raub Brock Capital Management
2333
Raub Brock Capital Management
California
$617M +$26.6M +5% 7.47% 54.7% 60 11.67% 2.4
Glendon Capital Management
2334
Glendon Capital Management
California
$616M +$147M +31% 51.4% 142% 27 7.41% 2.9
TwinBeech Capital
2335
TwinBeech Capital
New York
$616M +$155M +34% 16.6% 5.7% 692 82.37% 0.1
Great Point Partners
2336
Great Point Partners
Connecticut
$616M -$496M -45% 39.6% 710% 48 60.42% 0.6
International Value Advisers
2337
International Value Advisers
$615M -$257M -29% 13.4% 9.63% 27 22.22% 3.2
K.J. Harrison & Partners
2338
K.J. Harrison & Partners
Ontario, Canada
$615M +$131M +27% 18.6% 159% 335 46.57% 1.5
American Assets Investment Management
2339
American Assets Investment Management
California
$615M +$129M +27% 19% 520% 129 10.08% 4.3
KFS
2340
Kurt F. Somerville
$614M +$46.6M +8% 12.2% 107% 113 10.62% 4.9
JC
2341
JBF Capital
Colorado
$614M +$1.06M +0.2% 17.1% 93.6% 175 70.86% 1.2
Olympus Peak Asset Management
2342
Olympus Peak Asset Management
Connecticut
$613M – – 26.2% – 12 – 0
Van Cleef Asset Management
2343
Van Cleef Asset Management
Ohio
$612M +$76.6M +14% 15.1% 104% 117 8.55% 5.2
De Burlo Group
2344
De Burlo Group
Massachusetts
$612M +$61.4M +11% 11.6% 164% 97 22.68% 3.2
GSA Capital Partners
2345
GSA Capital Partners
United Kingdom
$611M +$11.7M +2% 33.5% 94.7% 1,794 67.73% 0.2
IP
2346
Isomer Partners
New York
$611M +$196M +47% 45.3% 57.2% 25 48% 0.4
EAM Investors
2347
EAM Investors
California
$611M +$189M +45% 74.5% 6,012% 440 73.86% 0.2
WAM
2348
WT Asset Management
Hong Kong
$610M +$186M +44% 48.1% 2,732% 16 62.5% 0.5
Ardsley Advisory Partners
2349
Ardsley Advisory Partners
Connecticut
$609M +$90.9M +18% 39.3% 555% 215 72.56% 0.5
Lutz Financial Services
2350
Lutz Financial Services
Nebraska
$609M +$90.1M +17% 11.9% 37.2% 59 6.78% 2.4