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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)
Burt Wealth Advisors
3276
Burt Wealth Advisors
Maryland
$267M +$20.8M +8% 5.58% 57.3% 452 18.14% 3.2
RV Capital
3277
RV Capital
Switzerland
$267M +$11.5M +5% 16.5% 250% 6 33.33% 1.2
AP
3278
Agilis Partners
Massachusetts
$267M +$96M +56% 4.03% 8.47% 28 25% 1.4
Mosaic Family Wealth
3279
Mosaic Family Wealth
Missouri
$267M +$24.9M +10% 8.37% 85.2% 153 15.03% 3.6
180 Wealth Advisors
3280
180 Wealth Advisors
Washington
$267M +$15M +6% 8.14% 165% 289 17.99% 1.7
Schnieders Capital Management
3281
Schnieders Capital Management
California
$267M +$15.6M +6% 8.45% 118% 167 8.38% 4.3
Bridgeworth
3282
Bridgeworth
Alabama
$267M +$10.8M +4% 7.1% 19.3% 131 12.21% 2.2
WFI
3283
West Family Investments
California
$266M -$147M -36% 12.3% 131% 112 37.5% 3.5
AIP LLC
3284
AIP LLC
New York
$266M +$60.5M +29% 29.3% 54.9% 1 0% 2.8
BSW Wealth Partners
3285
BSW Wealth Partners
Colorado
$266M -$32M -11% 8.58% 75.4% 164 18.29% 2.5
Raffa Wealth Management
3286
Raffa Wealth Management
District of Columbia
$266M +$4.11M +2% 4% 35.8% 914 5.47% 0.9
TFS
3287
Thoroughbred Financial Services
Tennessee
$266M +$25.6M +11% 10.5% 179% 238 15.13% 1.1
EWA
3288
ERTS Wealth Advisors
Michigan
$266M +$18.2M +7% 4.7% 39.3% 79 11.39% 1.3
22CM
3289
20/20 Capital Management
California
$266M +$6.78M +3% 6.87% – 161 17.39% 0.6
Brandywine Trust
3290
Brandywine Trust
Delaware
$266M -$25.8M -9% 0.23% 32.7% 33 12.12% 4.8
Minot Wealth Management
3291
Minot Wealth Management
Massachusetts
$265M +$65.2M +33% 10.2% – 143 21.68% 0.5
NFC Investments
3292
NFC Investments
Tennessee
$265M +$6.64M +3% 10.7% 58% 42 9.52% 3.9
Intellectus Partners
3293
Intellectus Partners
California
$265M +$6.66M +3% 14.2% 157% 245 28.16% 1.9
9258 Wealth Management
3294
9258 Wealth Management
Ohio
$265M +$17.9M +7% 10.5% 49.6% 308 11.36% 1.1
Vanderbilt University
3295
Vanderbilt University
Tennessee
$265M +$1.2M +0.5% 6.35% 76.4% 11 45.45% 0.7
CDIA
3296
Capital Directions Investment Advisors
Georgia
$264M +$15.6M +6% 7.12% 7.53% 222 17.12% 1.9
RR Advisors
3297
RR Advisors
Texas
$264M -$59.4M -18% 16.7% 115% 23 17.39% 2.6
Nalanda India Fund
3298
Nalanda India Fund
Mauritius
$264M +$37M +16% 16.3% 15.3% 1 0% 1.8
CIM
3299
CIM Investment Management
Pennsylvania
$263M +$15.2M +6% 7.61% 123% 290 24.14% 2.2
HT Partners
3300
HT Partners
Connecticut
$263M +$15.1M +6% 5.48% 71.1% 35 8.57% 3.2