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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)
IMA Advisory Services
3076
IMA Advisory Services
Colorado
$298M +$21.7M +8% 7.48% 74.5% 311 24.44% 2.2
PT
3077
Plimoth Trust
Massachusetts
$298M +$17M +6% 8.56% 110% 163 2.45% 2.5
Schneider Downs Wealth Management Advisors
3078
Schneider Downs Wealth Management Advisors
Pennsylvania
$298M +$5.48M +2% 0.11% 61.5% 103 12.62% 1.6
SA
3079
Strategic Advisors
New York
$298M +$30.1M +11% 11.2% 106% 160 15.63% 3.2
American Investment Services
3080
American Investment Services
Massachusetts
$298M +$13.5M +5% 6.5% 63.1% 138 5.07% 3.8
OIA
3081
Optimum Investment Advisors
Illinois
$298M +$10.8M +4% 9.99% 125% 968 16.12% 2.9
Lake Street Private Wealth
3082
Lake Street Private Wealth
Illinois
$298M +$27.8M +10% 9.55% 105% 162 8.02% 1
Goldstein Munger & Associates
3083
Goldstein Munger & Associates
California
$298M +$32.4M +12% 7.61% 11.9% 39 5.13% 4.5
AW
3084
Avion Wealth
Texas
$297M +$10M +3% 1.84% 48.8% 321 18.07% 0.5
Bishop Rock Capital
3085
Bishop Rock Capital
New York
$297M -$7.17M -2% 8.62% 35.4% 23 0% 3
Blue Pool Management
3086
Blue Pool Management
Hong Kong
$297M +$76.4M +35% 8.79% 72.8% 37 24.32% 1
Consolidated Investment Group
3087
Consolidated Investment Group
Colorado
$297M +$32.6M +12% 11.7% 150% 62 0% 3.5
Carolinas Wealth Consulting
3088
Carolinas Wealth Consulting
North Carolina
$297M +$43.3M +17% 8.78% 24.6% 1,031 32.2% 0.2
Westwind Capital
3089
Westwind Capital
New Mexico
$297M +$33.4M +13% 22.8% 87.6% 44 15.91% 1.9
Oberweis Asset Management
3090
Oberweis Asset Management
Illinois
$297M +$42.4M +17% 31.3% 485% 152 36.18% 1.5
Ten Capital Wealth Advisors
3091
Ten Capital Wealth Advisors
Washington
$297M – – 6.86% 25% 107 – 0
Kavar Capital Partners Group
3092
Kavar Capital Partners Group
Kansas
$297M +$36.1M +14% 9.16% 86.8% 146 18.49% 3.2
Hourglass Capital
3093
Hourglass Capital
Texas
$296M +$14M +5% 5.02% 94.4% 120 3.33% 4.3
Gould Asset Management
3094
Gould Asset Management
California
$296M +$10.8M +4% 5.76% 48.3% 141 9.93% 4.2
SIA
3095
Strategic Investment Advisors
Michigan
$296M +$31.1M +12% 5.33% 66.1% 193 21.24% 1.1
CRCP
3096
Copper Rock Capital Partners
Massachusetts
$296M -$286M -49% 16.9% – 67 35.82% 1
MP
3097
Mediatel Partners
Texas
$296M +$40.8M +16% 16.5% 11.6% 2 0% 7.3
Carderock Capital Management
3098
Carderock Capital Management
Maryland
$296M +$24.7M +9% 14% 97.6% 73 10.96% 4.9
Peavine Capital
3099
Peavine Capital
Nevada
$296M +$1.42M +0.5% 3.81% 30.8% 11 9.09% 3.2
McNamara Financial Services
3100
McNamara Financial Services
Massachusetts
$295M +$15.7M +6% 5.59% 42.6% 51 11.76% 2.8