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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)
Horst & Graben Wealth Management
3351
Horst & Graben Wealth Management
Oregon
$258M +$29.8M +13% 6.71% 62.2% 112 16.96% 0.4
HMS Capital Management
3352
HMS Capital Management
Tennessee
$258M +$30.2M +13% 9.87% 140% 167 13.17% 1.1
GFG Capital
3353
GFG Capital
Florida
$257M +$24.2M +10% 11.2% 152% 107 24.3% 0.5
Cadence Bank NA
3354
Cadence Bank NA
Texas
$257M +$20.8M +9% 8.08% 33.3% 183 7.65% 3.7
Financial Planning & Information Services
3355
Financial Planning & Information Services
Wisconsin
$257M +$18.8M +8% 5.61% 13% 65 21.54% 3.6
Roof Eidam Maycock Peralta (REMP)
3356
Roof Eidam Maycock Peralta (REMP)
California
$257M -$1.9M -0.7% 5.96% 62.3% 103 14.56% 3.6
Inlet Private Wealth
3357
Inlet Private Wealth
Florida
$257M +$6.11M +2% 5.49% 111% 134 11.94% 1.5
CNBTD
3358
Citizens National Bank Trust Department
Mississippi
$257M +$22.5M +10% 9.65% 124% 119 3.36% 0.4
Patten Group
3359
Patten Group
Tennessee
$256M +$23.9M +10% 8.39% 99% 215 8.84% 3.7
Heathbridge Capital Management
3360
Heathbridge Capital Management
Ontario, Canada
$256M -$37.2M -13% 8.5% 73.6% 28 14.29% 4.6
Wind River Trust Company
3361
Wind River Trust Company
Wyoming
$256M +$20.5M +9% 6.98% 62.1% 11 9.09% 4.7
Boston Research & Management
3362
Boston Research & Management
Massachusetts
$256M +$15M +6% 8.64% 53.2% 101 3.96% 5.6
Johnson Financial Group LLC (Colorado)
3363
Johnson Financial Group LLC (Colorado)
Colorado
$256M -$20.5M -7% 6.28% 66.9% 27 14.81% 1.6
Sovereign Investment Advisors
3364
Sovereign Investment Advisors
Arizona
$255M +$35.2M +16% 1.37% 46.6% 31 32.26% 0.5
Financial Advisors Network
3365
Financial Advisors Network
California
$255M +$10.1M +4% 4.34% – 113 7.08% 2
Rowland Carmichael Advisors
3366
Rowland Carmichael Advisors
Arizona
$255M +$19.9M +8% 7.51% 39% 374 14.17% 2.3
Wellspring Financial Advisors
3367
Wellspring Financial Advisors
Ohio
$255M +$13M +5% 7.23% 77.2% 91 5.49% 0.5
Cedar Brook Financial Partners
3368
Cedar Brook Financial Partners
Ohio
$255M +$30.4M +14% 9.17% 47% 310 14.84% 1.2
Spotlight Asset Group
3369
Spotlight Asset Group
Illinois
$255M +$15.9M +7% 7.34% – 174 32.18% 0.5
TAP Consulting
3370
TAP Consulting
Missouri
$254M +$51.3M +25% 6.21% 3.08% 130 16.92% 1
Surevest
3371
Surevest
California
$254M +$28.4M +13% 9.6% 24.6% 86 12.79% 1.3
Mission Creek Capital Partners
3372
Mission Creek Capital Partners
California
$254M +$63.3M +33% 8.04% 138% 207 21.74% 0.6
Seven Post Investment Office
3373
Seven Post Investment Office
California
$254M +$17.2M +7% 8.62% 44.4% 46 10.87% 1.6
Dow Chemical Company
3374
Dow Chemical Company
Michigan
$254M -$134M -35% 4.98% 29.4% 8 37.5% 2.3
Weld Capital Management
3375
Weld Capital Management
New York
$254M -$1.46M -0.6% 6.97% – 729 75.31% 0.2