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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)
Gladstone Institutional Advisory
2376
Gladstone Institutional Advisory
Florida
$643M +$141M +28% 5.14% 85.6% 450 42.22% 0.9
Stokes Family Office
2377
Stokes Family Office
Louisiana
$643M +$136M +27% 5.64% 68.1% 201 17.41% 0.8
GeoWealth Management
2378
GeoWealth Management
Illinois
$641M +$17.7M +3% 4.01% 58% 244 31.15% 0.6
Gemmer Asset Management
2379
Gemmer Asset Management
California
$640M +$33.2M +5% 4.58% 96.8% 1,560 11.35% 4.1
TFM
2380
TPI Fund Managers
United Kingdom
$640M +$54.9M +9% 7.03% 49.6% 42 21.43% 1.2
Essex Woodlands Management
2381
Essex Woodlands Management
Texas
$640M +$254M +66% 4.89% 119% 9 11.11% 3.5
Mass General Brigham
2382
Mass General Brigham
Massachusetts
$639M +$167M +35% 2.32% – 3 0% 1.1
Torray Investment Partners
2383
Torray Investment Partners
Maryland
$639M +$32.7M +5% 8.02% 97.2% 108 12.04% 3.7
Van Cleef Asset Management
2384
Van Cleef Asset Management
Ohio
$639M +$27.4M +4% 5.01% 104% 121 4.96% 5.1
Artemis Wealth Advisors
2385
Artemis Wealth Advisors
New York
$639M +$11.1M +2% 0.53% 180% 85 25.88% 1.4
Beacon Financial Group
2386
Beacon Financial Group
Texas
$639M $0 0% 7.01% 66.6% 202 2.48% 3.9
Financial Architects (New Jersey)
2387
Financial Architects (New Jersey)
New Jersey
$638M +$97.5M +18% 3.85% 31.3% 349 20.34% 4
Landscape Capital Management
2388
Landscape Capital Management
New Jersey
$638M +$8.86M +1% 11.1% 92.5% 599 68.78% 0.3
Icon Advisers
2389
Icon Advisers
Colorado
$638M +$86.8M +16% 14.7% 114% 197 28.43% 2.2
WBI Investments
2390
WBI Investments
New Jersey
$637M -$24M -4% 8.96% 105% 238 57.56% 0.6
Greenwood Capital Associates
2391
Greenwood Capital Associates
South Carolina
$636M +$41M +7% 9.03% 87.7% 241 27.39% 1.6
Pekin Hardy Strauss
2392
Pekin Hardy Strauss
Illinois
$634M +$58.1M +10% 8.84% 105% 320 20.63% 2.9
Raub Brock Capital Management
2393
Raub Brock Capital Management
California
$634M +$17.3M +3% 5.45% 54.7% 72 23.61% 2
First American Trust
2394
First American Trust
California
$633M +$33.3M +6% 8.5% 84.6% 163 15.95% 3
AC
2395
AMS Capital
Brazil
$633M +$125M +25% 3.22% 63.1% 39 51.28% 0.6
KFS
2396
Kurt F. Somerville
$632M +$17.7M +3% 3.84% 92.9% 114 7.02% 4.9
Triodos Investment Management
2397
Triodos Investment Management
Netherlands
$632M +$25.5M +4% 3.67% 89.9% 36 5.56% 2.3
Verus Financial Partners
2398
Verus Financial Partners
Virginia
$631M +$47.4M +8% 6.15% 45.7% 87 6.9% 2.2
Makena Capital Management
2399
Makena Capital Management
California
$631M +$451M +250% 6.57% 85.5% 60 48.33% 0.6
Penobscot Investment Management
2400
Penobscot Investment Management
Massachusetts
$630M +$33.8M +6% 3.88% 114% 226 10.18% 4.7