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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)
Wealth Architects
2751
Wealth Architects
California
$369M +$12M +3% 8.15% 85.1% 154 9.09% 3.4
Acuta Capital Partners
2752
Acuta Capital Partners
California
$368M +$22.1M +6% 41.8% 7,269% 62 56.45% 0.5
Sanders Morris Harris
2753
Sanders Morris Harris
Texas
$368M +$162M +79% 8.12% 85.8% 282 57.09% 0.7
Blue Edge Capital
2754
Blue Edge Capital
Virginia
$367M +$33.7M +10% 7.68% 67.4% 97 4.12% 3.6
Spirit of America Management Corp
2755
Spirit of America Management Corp
New York
$367M -$22.5M -6% 0.22% 113% 237 8.02% 4.1
Good Life Advisors
2756
Good Life Advisors
Pennsylvania
$367M +$34M +10% 7.57% 60% 272 15.44% 2.3
Slow Capital
2757
Slow Capital
California
$367M +$26.5M +8% 14.1% 156% 299 45.48% 1.1
RI
2758
RPTC Inc
Wyoming
$367M +$26.3M +8% 7.63% 66.4% 6 0% 3.1
Pinkerton Retirement Specialists
2759
Pinkerton Retirement Specialists
Idaho
$367M +$52.1M +17% 8.8% 98% 95 18.95% 1.8
Zevin Asset Management
2760
Zevin Asset Management
Massachusetts
$367M +$37.5M +11% 8.32% 71.7% 91 15.38% 3.9
Sound Income Strategies
2761
Sound Income Strategies
Florida
$366M +$31.5M +9% 3.48% 31.4% 980 15.92% 1.8
Cornerstone Wealth Group
2762
Cornerstone Wealth Group
North Carolina
$366M -$32.6M -8% 7.77% 108% 154 31.17% 0.8
Evolution Wealth Advisors
2763
Evolution Wealth Advisors
Florida
$366M +$60.7M +20% 9.55% 96% 623 20.22% 0.6
Farmers Trust Company
2764
Farmers Trust Company
Ohio
$365M +$18.8M +5% 8.19% 73.5% 158 7.59% 4.3
Capital Planning Advisors
2765
Capital Planning Advisors
California
$365M +$29.1M +9% 10.9% 64.2% 135 13.33% 2.6
Donoghue Forlines
2766
Donoghue Forlines
Massachusetts
$365M -$18.4M -5% 8.73% 229% 152 82.24% 0.1
Mengis Capital Management
2767
Mengis Capital Management
Oregon
$365M +$27.8M +8% 9.44% 104% 160 3.13% 3.4
SAM
2768
Skyline Asset Management
Illinois
$364M +$9.06M +3% 6.26% 26.1% 58 6.9% 4
ARS Wealth Advisors
2769
ARS Wealth Advisors
Florida
$364M +$43.5M +14% 7.69% 62.5% 110 12.73% 3.5
Means Investment Company
2770
Means Investment Company
Maine
$364M +$44.7M +14% 12.2% 106% 165 16.36% 1.3
Altavista Wealth Management
2771
Altavista Wealth Management
North Carolina
$364M +$18.4M +5% 7.74% 80.6% 176 11.93% 3.9
SOL Capital Management
2772
SOL Capital Management
Maryland
$363M +$10.3M +3% 6.54% 56.6% 223 5.38% 5.2
Sky Investment Group
2773
Sky Investment Group
Connecticut
$363M +$72.7M +25% 8.85% 81.4% 115 14.78% 4
Inspire Investing
2774
Inspire Investing
Idaho
$363M +$73.8M +26% 6.64% 107% 604 48.18% 1.2
Lindbrook Capital
2775
Lindbrook Capital
California
$363M +$26.2M +8% 10.9% 35.8% 1,920 15.42% 1.2