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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)
CL
2351
CIM LLC
New York
$491M +$150M +44% 11.8% 108% 147 25.17% 2.7
Brown Advisory Securities
2352
Brown Advisory Securities
Maryland
$491M +$22M +5% 9.93% 51% 244 9.43% 4.5
Analyst IMS Investment Management Services
2353
Analyst IMS Investment Management Services
Israel
$490M +$59.7M +14% 12.6% 104% 89 11.24% 3.8
Caledonia Investments plc (UK)
2354
Caledonia Investments plc (UK)
United Kingdom
$490M +$47M +11% 12.4% 61.9% 12 0% 3.8
Pekin Hardy Strauss
2355
Pekin Hardy Strauss
Illinois
$489M +$35.8M +8% 6.34% 105% 248 19.35% 3.3
Liberty One Investment Management
2356
Liberty One Investment Management
Illinois
$489M +$42.6M +10% 6.73% 40.3% 136 1.47% 0.6
CoreView Capital Management
2357
CoreView Capital Management
Hong Kong
$487M – – 41.9% 50.9% 10 – 0
Elephas Investment Management
2358
Elephas Investment Management
Hong Kong
$487M +$257M +111% 75.7% 422% 25 84% 0.2
GECH
2359
Garnet Equity Capital Holdings
New York
$487M -$18.4M -4% 14.9% 302% 34 38.24% 0.5
Calton & Associates
2360
Calton & Associates
Florida
$487M +$27.9M +6% 8.07% 73.9% 369 15.72% 1.5
Darrell & King
2361
Darrell & King
Virginia
$487M -$53.2M -10% 11.5% – 45 28.89% 2.1
American Assets Investment Management
2362
American Assets Investment Management
California
$486M +$43.1M +10% 3.44% 520% 123 6.5% 4.3
Sentinel Trust
2363
Sentinel Trust
Texas
$486M +$48.2M +11% 6.86% 93.3% 60 21.67% 2.7
LVZ Inc
2364
LVZ Inc
Michigan
$486M +$39M +9% 4.5% 52.9% 93 25.81% 1.9
Triodos Investment Management
2365
Triodos Investment Management
Netherlands
$485M +$62.1M +15% 16.5% 89.9% 37 8.11% 2
Keebeck Wealth Management
2366
Keebeck Wealth Management
Illinois
$484M +$168M +53% 9.56% 81.3% 380 55.26% 0.6
K.J. Harrison & Partners
2367
K.J. Harrison & Partners
Ontario, Canada
$484M +$118M +32% 12.6% 140% 270 40% 1.6
Tufton Capital Management
2368
Tufton Capital Management
Maryland
$484M +$30M +7% 9.44% 96.1% 120 7.5% 4.9
Litman Gregory Wealth Management
2369
Litman Gregory Wealth Management
California
$484M +$31M +7% 6.55% 55.5% 210 19.52% 1.9
Enterprise Financial Services Corp (EFSC)
2370
Enterprise Financial Services Corp (EFSC)
Missouri
$484M +$20M +4% 6.57% 112% 1,344 9.08% 3.7
Regis Management Company
2371
Regis Management Company
California
$483M +$30.8M +7% 5.87% 5.33% 56 7.14% 4.4
John G. Ullman & Associates
2372
John G. Ullman & Associates
New York
$483M +$73.4M +18% 5.28% 162% 132 20.45% 3
Third Security
2373
Third Security
Virginia
$483M -$121M -20% 12.4% 28.2% 18 55.56% 2.5
BC
2374
Bruce & Co
Illinois
$483M +$22.8M +5% 8.02% 94.5% 41 2.44% 4.4
Azzad Asset Management
2375
Azzad Asset Management
Virginia
$482M +$56.5M +13% 11.7% 118% 329 24.01% 3