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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)
Certuity
3376
Certuity
Florida
$253M +$38.6M +18% 10.5% 197% 225 29.33% 0.5
TRB Advisors
3377
TRB Advisors
New York
$253M +$50.7M +25% 10.6% 76.1% 12 33.33% 2
TCI Wealth Advisors
3378
TCI Wealth Advisors
Arizona
$253M +$19.2M +8% 11.1% 68.2% 1,737 16.81% 3.2
Progressive Investment Management
3379
Progressive Investment Management
Oregon
$253M +$23.6M +10% 12.3% 139% 36 8.33% 3.8
Rothschild Capital Partners
3380
Rothschild Capital Partners
New York
$253M +$12.9M +5% 8.85% 90.8% 39 10.26% 3.4
Northwest Quadrant Wealth Management
3381
Northwest Quadrant Wealth Management
Oregon
$252M +$15M +6% 5.24% 45.6% 60 13.33% 2.8
Walter & Keenan Wealth Management
3382
Walter & Keenan Wealth Management
Indiana
$252M +$5.74M +2% 7.23% 92% 146 5.48% 2.1
CBTWT
3383
Community Bank & Trust (Waco, Texas)
Texas
$252M +$13.1M +5% 8.9% 124% 125 6.4% 3.6
Sunflower Bank
3384
Sunflower Bank
Texas
$252M +$121K +0% 5.05% 42.7% 108 17.59% 0.2
Rainier Group Investment Advisory
3385
Rainier Group Investment Advisory
Washington
$252M +$20.7M +9% 7.9% 41.4% 74 22.97% 0.7
Arbor Wealth Management (Florida)
3386
Arbor Wealth Management (Florida)
Florida
$252M +$37.6M +18% 14.2% 101% 43 11.63% 1.6
Firsthand Capital Management
3387
Firsthand Capital Management
California
$252M +$33.2M +15% 28.1% 265% 53 13.21% 2.5
Capco Asset Management
3388
Capco Asset Management
Florida
$252M +$18.7M +8% 11.4% 46.1% 23 4.35% 2.9
JCM
3389
JD Capital Management
Connecticut
$252M +$74.8M +42% 8.92% 47.8% 23 30.43% 0.4
Outlook Wealth Advisors
3390
Outlook Wealth Advisors
Texas
$252M +$15.6M +7% 6.92% 76% 178 15.73% 0.9
Financial Sense Advisors
3391
Financial Sense Advisors
California
$251M -$28.8M -10% 5.39% 152% 114 33.33% 1.2
FA
3392
FMA Advisory
Pennsylvania
$251M +$28.4M +13% 6.72% 46.7% 164 9.15% 2.4
Alera Investment Advisors
3393
Alera Investment Advisors
Illinois
$251M +$61.1M +32% 7.81% 28.9% 91 24.18% 1
SFE Investment Counsel
3394
SFE Investment Counsel
California
$251M +$24.9M +11% 10.8% 114% 112 10.71% 3.8
W.L. Ross & Co
3395
W.L. Ross & Co
Texas
$251M +$29.4M +13% 18% – 3 0% 0.8
Perkins Coie Trust Company
3396
Perkins Coie Trust Company
Washington
$250M +$7.41M +3% 9.41% 83.2% 302 18.21% 5.1
Bayview Asset Management
3397
Bayview Asset Management
Florida
$250M +$20M +9% 9.45% 55.4% 12 25% 1.2
HHM Wealth Advisors
3398
HHM Wealth Advisors
Tennessee
$250M +$10.8M +4% 7.75% 62.3% 551 10.71% 0.6
Fruth Investment Management
3399
Fruth Investment Management
Texas
$250M +$12.9M +5% 8.93% 79.4% 206 9.22% 5.3
Claar Advisors
3400
Claar Advisors
New York
$250M -$3.6M -1% 9.38% 65.5% 35 20% 1.3