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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)
LVZ Inc
2376
LVZ Inc
Michigan
$598M +$112M +23% 14% 52.9% 103 20.39% 1.8
Analyst IMS Investment Management Services
2377
Analyst IMS Investment Management Services
Israel
$597M +$107M +22% 14.2% 104% 91 9.89% 3.7
Accredited Investors
2378
Accredited Investors
Minnesota
$597M +$120M +25% 17.4% 81.5% 161 18.01% 3.5
SKBA Capital Management
2379
SKBA Capital Management
California
$597M +$96M +19% 20.1% 55.7% 80 15% 2.6
TRUE Private Wealth Advisors
2380
TRUE Private Wealth Advisors
Oregon
$597M +$11.4M +2% 13% 89.2% 784 9.82% 1.5
Penobscot Investment Management
2381
Penobscot Investment Management
Massachusetts
$597M +$66.5M +13% 9.79% 114% 214 7.94% 4.7
Needham Investment Management
2382
Needham Investment Management
New York
$596M +$95M +19% 27% 424% 122 22.13% 3.4
Greenwood Capital Associates
2383
Greenwood Capital Associates
South Carolina
$595M +$80.2M +16% 17.4% 87.7% 215 20.93% 1.5
Stewart & Patten Company
2384
Stewart & Patten Company
California
$595M +$38.8M +7% 11.9% 27.5% 97 14.43% 5.2
Brewin Dolphin Wealth Management
2385
Brewin Dolphin Wealth Management
Ireland
$594M +$53M +10% 12.5% 47.5% 320 21.56% 1.8
Private Trust Company
2386
Private Trust Company
Ohio
$594M +$75.4M +15% 11% 87.7% 383 10.18% 4.3
LVM Capital Management
2387
LVM Capital Management
Michigan
$594M +$77.8M +15% 9.78% 121% 125 12.8% 4.3
Growth Interface Management
2388
Growth Interface Management
Florida
$593M +$122M +26% 44.7% 12% 10 0% 1.8
Montanaro Asset Management
2389
Montanaro Asset Management
United Kingdom
$593M – – 26% 59.3% 40 – 0
Matrix Asset Advisors
2390
Matrix Asset Advisors
New York
$593M +$78.6M +15% 14.3% 84.9% 90 15.56% 3.8
Tree Line Advisors
2391
Tree Line Advisors
Hong Kong
$592M -$166M -22% 36.6% 670% 8 12.5% 1.3
Naples Global Advisors
2392
Naples Global Advisors
Florida
$591M +$78.4M +15% 14% 111% 360 6.39% 3.7
Alpha Omega Wealth Management
2393
Alpha Omega Wealth Management
Virginia
$591M -$118M -17% 11.5% 65.9% 215 8.84% 3.1
PFG Advisors
2394
PFG Advisors
Arizona
$591M +$69.9M +13% 12.6% 82.7% 391 13.81% 1.5
AlphaStar Capital Management
2395
AlphaStar Capital Management
North Carolina
$589M +$89.5M +18% 10.8% 69.5% 225 26.67% 1.4
Insight Wealth Strategies
2396
Insight Wealth Strategies
California
$589M +$50.4M +9% 10.1% 83.5% 229 17.03% 1.1
Snow Capital Management
2397
Snow Capital Management
Pennsylvania
$588M +$86M +17% 29.2% 58.5% 156 14.74% 2.5
Thompson Investment Management
2398
Thompson Investment Management
Wisconsin
$588M +$54.8M +10% 23.1% 100% 192 6.25% 4.3
Jump Financial
2399
Jump Financial
Illinois
$588M +$89.9M +18% 29.7% 125% 1,285 71.44% 0.1
Aperture Investors
2400
Aperture Investors
New York
$588M +$182M +45% 35% 211% 101 51.49% 0.4