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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)
Southern Wealth Management
3251
Southern Wealth Management
Texas
$271M -$243M -47% 7.52% 50% 60 16.67% 0.7
Trimaran Fund Management
3252
Trimaran Fund Management
New York
$271M +$24.1M +10% 9.76% 82.8% 1 0% 5.8
BCM Advisors
3253
BCM Advisors
Louisiana
$271M +$32.6M +14% 5.06% 66.3% 57 21.05% 1.7
Huber Capital Management
3254
Huber Capital Management
California
$271M -$217M -44% 1.99% 70.4% 90 8.89% 4.8
CFSG
3255
Community Financial Services Group
Vermont
$271M +$7.74M +3% 8.85% – 92 13.04% 3.3
Oakwood Capital Management
3256
Oakwood Capital Management
California
$271M +$30.3M +13% 8.83% 72.7% 63 17.46% 2.6
PFMOSF
3257
Philadelphia Financial Management of San Francisco
California
$270M +$54.1M +25% 11.2% 209% 60 66.67% 0.4
Hudock Inc
3258
Hudock Inc
Pennsylvania
$270M -$3.85M -1% 6.21% 69.7% 824 10.8% 3.7
Harbourvest Partners
3259
Harbourvest Partners
Massachusetts
$270M +$38.2M +16% 12.9% 8.96% 40 42.5% 1.2
Liquid Strategies
3260
Liquid Strategies
Georgia
$270M +$43.9M +19% 3.59% 52.4% 8 12.5% 0.6
Cambria Investment Management
3261
Cambria Investment Management
California
$270M +$227K +0.1% 5.85% 72% 197 21.32% 1.9
Stevens Capital Management
3262
Stevens Capital Management
Pennsylvania
$269M -$2.29M -0.8% 9.67% 108% 186 77.42% 0.1
First City Capital Management
3263
First City Capital Management
Georgia
$269M +$139M +107% 7.27% 86.4% 195 25.64% 3.3
Stamos Capital Partners
3264
Stamos Capital Partners
California
$269M +$94.5M +54% 2.26% 36.7% 70 27.14% 0.8
Viking Fund Management
3265
Viking Fund Management
North Dakota
$269M -$1.17M -0.4% 4.05% 105% 130 16.15% 2.6
Kirr Marbach & Co
3266
Kirr Marbach & Co
Indiana
$269M -$11.6M -4% 5.45% 121% 62 14.52% 3.2
SeaBridge Investment Advisors
3267
SeaBridge Investment Advisors
New Jersey
$269M +$11.8M +5% 9.4% 139% 267 10.86% 3.6
MM
3268
Meridian Management
Arkansas
$269M +$24.7M +10% 7.34% 65.3% 78 8.97% 3.6
MAA
3269
Mraz Amerine & Associates
California
$269M -$292K -0.1% 6.68% 63.2% 167 11.38% 3.9
Valicenti Advisory Services
3270
Valicenti Advisory Services
New York
$269M +$23M +9% 7.57% 134% 68 7.35% 4.1
Oliver Luxxe Assets
3271
Oliver Luxxe Assets
New Jersey
$268M +$78.3M +41% 9.02% 137% 148 29.05% 1.6
Smith Shellnut Wilson
3272
Smith Shellnut Wilson
Mississippi
$268M +$128M +92% 5.8% 98.6% 139 8.63% 2.5
Chesapeake Wealth Management
3273
Chesapeake Wealth Management
Virginia
$268M +$16.3M +6% 6.59% 74.9% 194 6.7% 1.9
Austin Private Wealth
3274
Austin Private Wealth
Texas
$268M +$37.4M +16% 6.58% 62.4% 100 18% 0.5
Court Place Advisors
3275
Court Place Advisors
Maryland
$268M +$10.7M +4% 5.83% 92% 171 5.85% 4.7