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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)
Thompson Investment Management
2326
Thompson Investment Management
Wisconsin
$662M +$74.4M +13% 14.4% 100% 203 10.34% 4.3
Bristlecone Advisors
2327
Bristlecone Advisors
Washington
$662M +$33.3M +5% 5.06% 103% 210 10% 2.5
Abner Herrman & Brock
2328
Abner Herrman & Brock
New Jersey
$662M +$19.6M +3% 5% 156% 120 21.67% 4.2
Resources Management Corp
2329
Resources Management Corp
Connecticut
$661M +$39.8M +6% 6.52% 78.5% 525 9.9% 1.9
Vanguard Personalized Indexing Management
2330
Vanguard Personalized Indexing Management
California
$661M +$201M +44% 6.86% 147% 745 28.05% 0.5
Laurel Wealth Advisors (California)
2331
Laurel Wealth Advisors (California)
California
$661M -$20.1M -3% 5.18% 33% 499 24.65% 2.4
Cadence Bank
2332
Cadence Bank
Mississippi
$659M +$21.1M +3% 11.7% 70.9% 227 20.7% 2.2
Engle Capital Management
2333
Engle Capital Management
Connecticut
$659M -$36.9M -5% 16.2% 398% 31 54.84% 0.6
Naples Global Advisors
2334
Naples Global Advisors
Florida
$658M +$66.6M +11% 7.03% 111% 376 7.45% 3.7
Clearlake Capital Group
2335
Clearlake Capital Group
California
$657M +$86.5M +15% 11.1% 47.3% 8 50% 0.1
Hartline Investment Corp
2336
Hartline Investment Corp
Illinois
$657M -$40.2M -6% 1.27% 222% 126 12.7% 3.5
Gagnon Securities
2337
Gagnon Securities
New York
$657M +$28.6M +5% 8.49% 210% 118 24.58% 2.6
IR
2338
IAT Reinsurance
New York
$657M +$168M +34% 35.4% 60.2% 110 29.09% 2.9
Anchor Investment Management
2339
Anchor Investment Management
South Carolina
$656M +$101M +18% 6.53% 75.1% 1,021 16.65% 3.2
Graypoint LLC
2340
Graypoint LLC
New York
$656M +$80.3M +14% 6.12% 72.8% 235 9.79% 0.7
Whitegate Investment Counselors
2341
Whitegate Investment Counselors
New Hampshire
$656M +$38.2M +6% 5.43% 51% 217 5.07% 4.2
Heritage Trust
2342
Heritage Trust
Oklahoma
$656M +$38.5M +6% 7.13% – 238 8.4% 2.5
Hazelview Securities
2343
Hazelview Securities
Ontario, Canada
$656M +$96.6M +17% 9.37% – 36 47.22% 1.5
Perry Creek Capital
2344
Perry Creek Capital
New York
$655M +$19.9M +3% 15.8% 51.2% 27 29.63% 0.2
Brewin Dolphin Wealth Management
2345
Brewin Dolphin Wealth Management
Ireland
$655M +$60.5M +10% 4.84% 47.5% 328 17.38% 1.8
Willis Johnson & Associates
2346
Willis Johnson & Associates
Texas
$653M +$54M +9% 6.01% 55.9% 98 23.47% 0.2
Professional Advisory Services
2347
Professional Advisory Services
Florida
$653M +$30.9M +5% 6.73% 69.3% 73 6.85% 4.4
Aperture Investors
2348
Aperture Investors
New York
$652M +$64.4M +11% 13% 211% 118 55.93% 0.4
Inspire Investing
2349
Inspire Investing
Idaho
$652M +$200M +44% 11.9% 107% 766 40.86% 1.1
Blue Chip Partners
2350
Blue Chip Partners
Michigan
$651M +$12.4M +2% 7.82% 81.2% 168 19.05% 3.3