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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)
JNBA Financial Advisors
2351
JNBA Financial Advisors
Minnesota
$608M +$112M +23% 15.4% 66.8% 646 10.84% 3
Cahaba Wealth Management
2352
Cahaba Wealth Management
Georgia
$607M +$101M +20% 12.4% 48.7% 95 21.05% 2
Atmos Capital Gestao de Recursos
2353
Atmos Capital Gestao de Recursos
Brazil
$607M +$200M +49% 28.6% 104% 15 26.67% 0.4
Gemmer Asset Management
2354
Gemmer Asset Management
California
$607M +$68.5M +13% 12.2% 96.8% 1,512 12.5% 4
Torray Investment Partners
2355
Torray Investment Partners
Maryland
$607M +$62.1M +11% 16.2% 97.2% 103 6.8% 3.8
Emerson Point Capital
2356
Emerson Point Capital
New York
$606M -$24.1M -4% 23.4% 94.8% 41 21.95% 1.2
Sunriver Management
2357
Sunriver Management
Connecticut
$606M -$20M -3% 14.5% 9.27% 23 30.43% 1
Triodos Investment Management
2358
Triodos Investment Management
Netherlands
$606M +$121M +25% 24.6% 97.9% 38 13.16% 2.1
Revolution Growth Management Company
2359
Revolution Growth Management Company
District of Columbia
$606M – – 22.1% 23.5% 2 – 0
Tairen Capital
2360
Tairen Capital
Hong Kong
$605M -$318M -34% 57.4% 626% 31 67.74% 0.5
Estabrook Capital Management
2361
Estabrook Capital Management
New York
$603M +$58.6M +11% 14.3% 99.1% 350 8.86% 5.4
Vista Capital Partners
2362
Vista Capital Partners
Oregon
$603M +$52M +9% 14.1% 69.3% 65 10.77% 4.5
W.R. Berkley Corp
2363
W.R. Berkley Corp
Connecticut
$603M -$77M -11% 8.89% 38.7% 257 80.54% 0.2
BFSG LLC
2364
BFSG LLC
California
$603M +$65.9M +12% 9.52% 90.7% 210 18.1% 1.5
Arden Trust
2365
Arden Trust
Delaware
$603M +$45.5M +8% 13.9% 22.5% 324 10.49% 4.3
JLB & Associates
2366
JLB & Associates
Michigan
$603M +$58.8M +11% 11.6% 69.9% 71 4.23% 5.3
Sage Rock Capital Management
2367
Sage Rock Capital Management
New York
$603M +$99.5M +20% 9.02% 13% 188 75% 0.2
Fernbridge Capital Management
2368
Fernbridge Capital Management
California
$602M – – 14.7% 36% 16 – 0
Redwood Investment Management
2369
Redwood Investment Management
Arizona
$602M +$199M +49% 18.8% 62.5% 286 32.17% 0.6
First Heartland Consultants
2370
First Heartland Consultants
Missouri
$602M +$74M +14% 11.1% 59.2% 359 22.28% 2.6
Tekne Capital Management
2371
Tekne Capital Management
New York
$600M +$67.9M +13% 31.4% 589% 8 12.5% 1.6
First American Trust
2372
First American Trust
California
$600M +$42.1M +8% 15.7% 92.8% 166 24.1% 2.8
Willis Johnson & Associates
2373
Willis Johnson & Associates
Texas
$599M – – 13.6% 55.9% 84 – 0
Formula Growth
2374
Formula Growth
Quebec, Canada
$599M +$64.3M +12% 28% 118% 166 27.71% 2.1
MSD Partners
2375
MSD Partners
New York
$598M +$121M +25% 35.3% 3.5% 45 37.78% 1.3