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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)
YRHAM
3101
Yong Rong (HK) Asset Management
Hong Kong
$371M +$225M +153% 82.3% 1,944% 20 70% 0.2
Holowesko Partners
3102
Holowesko Partners
Bahamas
$371M -$223M -38% 16% 56.1% 31 22.58% 2.3
Strid Group
3103
Strid Group
Pennsylvania
$371M +$44.3M +14% 15.4% 55.2% 36 13.89% 2
First Trust Direct Indexing
3104
First Trust Direct Indexing
Massachusetts
$371M – – 16.7% 69% 1,127 – 0
Prentice Capital Management
3105
Prentice Capital Management
Connecticut
$371M +$108M +41% 55.3% 128% 36 66.67% 0.3
University of Notre Dame du Lac
3106
University of Notre Dame du Lac
Indiana
$371M +$52.1M +16% 16.2% – 38 52.63% 1.3
Patten Group
3107
Patten Group
Tennessee
$370M +$114M +45% 12.8% 99% 235 11.91% 3.6
RP Investment Advisors
3108
RP Investment Advisors
Ontario, Canada
$370M +$82.4M +29% 4.33% 17.4% 74 86.49% 0.1
Source Financial Advisors
3109
Source Financial Advisors
New York
$370M – – 24.4% 18.5% 109 – 0
Paradigm Financial Advisors
3110
Paradigm Financial Advisors
Missouri
$370M +$17.2M +5% 14.1% 114% 179 30.73% 2.8
Apollon Wealth Management
3111
Apollon Wealth Management
South Carolina
$369M +$146M +66% 12.2% 96.7% 263 63.88% 0.5
Johnson Financial Group LLC (Colorado)
3112
Johnson Financial Group LLC (Colorado)
Colorado
$369M +$113M +44% 11.8% 66.9% 33 24.24% 1.4
EAM Global Investors
3113
EAM Global Investors
California
$369M +$96M +35% 75.1% 2,399% 209 77.99% 0.2
Wealth Advisory Solutions
3114
Wealth Advisory Solutions
Indiana
$368M -$8.56M -2% 12.4% 60.5% 205 35.61% 0.7
Firsthand Capital Management
3115
Firsthand Capital Management
California
$368M +$116M +46% 48.8% 265% 58 18.97% 2.3
Summit Wealth Partners
3116
Summit Wealth Partners
Florida
$368M +$35.1M +11% 8.94% 44.9% 160 17.5% 0.8
Acuta Capital Partners
3117
Acuta Capital Partners
California
$367M -$744K -0.2% 47.1% 7,269% 60 43.33% 0.5
SOA Wealth Advisors
3118
SOA Wealth Advisors
New York
$367M – – 18.3% 94.4% 912 – 0
Greystone Financial Group
3119
Greystone Financial Group
Michigan
$367M – – 13.7% 79.3% 98 – 0
CAN
3120
Claraphi Advisory Network
United States
$367M +$91.1M +33% 25.6% 88.3% 314 30.89% 1.3
Bright Rock Capital Management
3121
Bright Rock Capital Management
Massachusetts
$367M +$30.1M +9% 15.1% 53.1% 79 10.13% 4
LA
3122
Lynch & Associates
Indiana
$367M +$33.2M +10% 11.9% 73.5% 108 7.41% 5.4
First National Corp
3123
First National Corp
Massachusetts
$367M +$46.2M +14% 12.5% 56.3% 160 15% 1.4
Haverford Financial Services
3124
Haverford Financial Services
Pennsylvania
$367M +$41.9M +13% 14.1% 75.9% 63 9.52% 3.5
Cable Hill Partners
3125
Cable Hill Partners
Oregon
$367M +$29.1M +9% 8.47% 20.3% 111 12.61% 3.4