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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)
Criteria Caixa
2401
Criteria Caixa
Spain
$630M +$87.8M +16% 12.3% 35.5% 45 37.78% 0.8
Dundas Partners
2402
Dundas Partners
United Kingdom
$630M -$54.1M -8% 6.95% 87.6% 37 8.11% 2.4
SKBA Capital Management
2403
SKBA Capital Management
California
$630M +$32.6M +5% 11.1% 55.7% 84 15.48% 2.6
G2 Investment Partners Management
2404
G2 Investment Partners Management
New York
$630M +$85.2M +16% 16.6% 1,145% 109 43.12% 0.9
First Heartland Consultants
2405
First Heartland Consultants
Missouri
$629M +$27.8M +5% 5.17% 59.2% 426 29.34% 2.4
KWMG LLC
2406
KWMG LLC
Kansas
$627M +$67.8M +12% 7.3% 76.2% 143 6.99% 3.5
Circle Wealth Management
2407
Circle Wealth Management
New Jersey
$627M -$71.3M -10% 6.34% 71.8% 235 36.6% 1.9
Summit Partners
2408
Summit Partners
Massachusetts
$627M +$138M +28% 32.9% 23.2% 5 20% 4.6
Toth Financial Advisory
2409
Toth Financial Advisory
Virginia
$627M +$43.2M +7% 6.61% 90.4% 738 26.96% 2
GFI Investment Counsel
2410
GFI Investment Counsel
Ontario, Canada
$626M +$89.6M +17% 0.41% 41.8% 21 23.81% 2
Van Hulzen Asset Management
2411
Van Hulzen Asset Management
California
$626M -$33.8M -5% 4.07% 86.3% 322 27.64% 2.2
PrairieView Partners
2412
PrairieView Partners
Minnesota
$625M +$57.6M +10% 6.16% 34% 384 20.05% 1.1
Robertson Stephens Wealth Management
2413
Robertson Stephens Wealth Management
California
$625M +$147M +31% 5.61% 109% 302 25.5% 0.9
Twele Capital Management
2414
Twele Capital Management
Minnesota
$625M +$67M +12% 2.94% 37.1% 46 15.22% 6.3
Adams Street Partners
2415
Adams Street Partners
Illinois
$624M +$143M +30% 23.8% 399% 30 73.33% 1.1
PKO Investment Management Joint-Stock
2416
PKO Investment Management Joint-Stock
Poland
$623M +$36.4M +6% 5.47% 145% 94 10.64% 3
Heartwood Wealth Advisors
2417
Heartwood Wealth Advisors
Virginia
$623M +$3.14M +0.5% 4.59% 59.4% 92 18.48% 0.9
Managed Asset Portfolios
2418
Managed Asset Portfolios
Michigan
$622M +$53M +9% 10.6% 99.2% 37 5.41% 3.2
Parthenon LLC
2419
Parthenon LLC
Kentucky
$622M +$42M +7% 8.24% 93.3% 120 5.83% 5.5
Merewether Investment Management
2420
Merewether Investment Management
Texas
$621M +$233M +60% 38.7% 262% 39 48.72% 0.2
Mizuho Bank
2421
Mizuho Bank
Japan
$621M -$304M -33% 2.68% 99.8% 11 72.73% 2.3
Verde Servicos Internacionais
2422
Verde Servicos Internacionais
Brazil
$621M +$41.1M +7% 1.17% 130% 52 75% 0.2
SCM
2423
Soros Capital Management
New York
$620M +$238M +62% 11.1% 732% 77 50.65% 0.5
Beaconlight Capital
2424
Beaconlight Capital
New York
$620M +$291M +88% 18.4% 282% 55 58.18% 0.6
Bouchey Financial Group
2425
Bouchey Financial Group
New York
$620M +$36.9M +6% 4.24% 66.7% 86 19.77% 3