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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)
IFS
3201
Ifrah Financial Services
Arkansas
$279M +$4.19M +2% 5.57% 64.1% 186 8.6% 3.4
Kingfisher Capital
3202
Kingfisher Capital
North Carolina
$278M +$53.3M +24% 8.07% 58.5% 164 22.56% 2.6
SC
3203
Saybrook Capital
North Carolina
$278M +$30.1M +12% 11.5% 72.5% 47 4.26% 5.5
Wealth Alliance
3204
Wealth Alliance
New York
$278M +$25.1M +10% 8.89% 75.7% 330 13.94% 0.4
SkyOak Wealth
3205
SkyOak Wealth
Michigan
$278M +$7.25M +3% 8.76% 80.7% 258 27.91% 0.6
VDBMI
3206
Van Den Berg Management I
Texas
$278M +$33.6M +14% 5.79% 187% 42 23.81% 2.3
Aveo Capital Partners
3207
Aveo Capital Partners
Colorado
$278M +$228M +459% 4.79% 19.1% 195 69.74% 0.6
Cahill Financial Advisors
3208
Cahill Financial Advisors
Minnesota
$278M +$19.1M +7% 7.04% 55.9% 172 12.21% 3.6
Zhang Financial
3209
Zhang Financial
Michigan
$277M +$18.1M +7% 7.57% 67.9% 102 14.71% 4.2
Martin Investment Management
3210
Martin Investment Management
Florida
$277M +$37.3M +16% 10.4% 44% 49 16.33% 3.4
GenWealth Group
3211
GenWealth Group
New Jersey
$277M +$18.9M +7% 6.93% 73.9% 71 8.45% 2.1
Fulcrum Capital
3212
Fulcrum Capital
Washington
$276M +$12.6M +5% 12.1% 102% 69 17.39% 1.8
WoodTrust Financial
3213
WoodTrust Financial
Wisconsin
$276M +$26.3M +11% 8.86% 80.3% 112 28.57% 1.5
Beck Bode LLC
3214
Beck Bode LLC
Massachusetts
$276M +$32.5M +13% 14.6% 155% 327 84.4% 0.2
Stillwater Investment Management (Minnesota)
3215
Stillwater Investment Management (Minnesota)
Minnesota
$276M +$22.9M +9% 9.44% 72.3% 68 7.35% 5.1
CAN
3216
Claraphi Advisory Network
United States
$276M +$41.7M +18% 16.9% 88.3% 326 36.2% 1.3
Kohmann Bosshard Financial Services
3217
Kohmann Bosshard Financial Services
Ohio
$276M +$6.68M +2% 5.19% 47% 127 24.41% 2.6
Stratos Investment Management
3218
Stratos Investment Management
Ohio
$275M +$38.9M +16% 8.16% 58.2% 113 9.73% 1
AGC
3219
Alden Global Capital
Florida
$275M +$42.6M +18% 11.6% 99.8% 25 40% 0.3
PI
3220
Pennant Investors
New Jersey
$275M +$38.5M +16% 5.53% 372% 24 33.33% 1.2
Riverpoint Wealth Management Holdings
3221
Riverpoint Wealth Management Holdings
Illinois
$275M +$19M +7% 7.07% 59.2% 76 6.58% 2.2
Motive Capital Fund I GP
3222
Motive Capital Fund I GP
New York
$275M – – 1.22% – 1 – 0
Perseverance Asset Management International
3223
Perseverance Asset Management International
Cayman Islands
$275M +$1.01M +0.4% 5.34% 120% 20 20% 0.6
Sargent Investment Group
3224
Sargent Investment Group
Maryland
$275M +$8.62M +3% 9.87% 113% 167 12.57% 1.2
Marathon Capital Management
3225
Marathon Capital Management
Maryland
$275M +$14.4M +6% 9.77% 74% 156 16.03% 2.1