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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)
Riverpoint Wealth Management Holdings
3451
Riverpoint Wealth Management Holdings
Illinois
$180M -$16M -8% 14.4% 59.2% 71 15.49% 1.3
HIH
3452
HRS Investment Holdings
New York
$180M -$37.4M -17% 18.9% 21.5% 88 39.77% 1.7
Foresters Asset Management
3453
Foresters Asset Management
Ontario, Canada
$180M -$123M -41% 15.2% 55.6% 62 14.52% 2
Inscription Capital
3454
Inscription Capital
Texas
$180M – – 11.5% – 289 – 0
Winch Advisory Services
3455
Winch Advisory Services
Wisconsin
$180M -$19.2M -10% 11.8% 92.4% 395 17.97% 2.1
Trust Company
3456
Trust Company
Kansas
$180M -$41.9M -19% 14.7% 40.6% 378 26.19% 2.5
Berkeley Capital Partners
3457
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 9.02% 62.8% 141 31.21% 1.7
Amarillo National Bank
3458
Amarillo National Bank
Texas
$179M -$36.1M -17% 12.6% 63.5% 93 8.6% 3.6
CAMG Solamere Management
3459
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 12.3% 51.7% 128 29.69% 1.5
Intercontinental Wealth Advisors
3460
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 12.7% 46.7% 472 71.4% 0.5
CRM
3461
Capital Returns Management
New York
$179M -$34.8M -16% 10.4% 4.39% 30 46.67% 1.4
Keystone Financial Planning
3462
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 9.44% 46% 47 6.38% 3.5
ITIM
3463
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 6.28% 114% 131 13.74% 4.3
Confluence Wealth Management
3464
Confluence Wealth Management
Oregon
$179M -$14M -7% 11.6% 31.9% 128 19.53% 3
Wooster Corthell Wealth Management
3465
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 13.5% 39.1% 39 25.64% 2.9
Compass Group
3466
Compass Group
New York
$179M -$34.5M -16% 7.42% 64.6% 14 21.43% 0.8
Old Port Advisors
3467
Old Port Advisors
Maine
$179M – – 11.9% 114% 173 – 0.4
Shelter Insurance Retirement Plan
3468
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 8.37% 60.5% 47 8.51% 4.2
Timpani Capital Management
3469
Timpani Capital Management
Wisconsin
$178M -$169M -49% 16.7% 383% 118 43.22% 1
Summit Financial Strategies
3470
Summit Financial Strategies
Ohio
$178M -$41M -19% 14.3% 59.4% 67 25.37% 2.4
Retirement Capital Strategies
3471
Retirement Capital Strategies
California
$178M -$24.4M -12% 8.47% 59% 56 33.93% 1.5
Ironwood Financial
3472
Ironwood Financial
Arizona
$178M -$10.2M -5% 8.84% 54.1% 411 15.33% 2.4
TSP Capital Management Group
3473
TSP Capital Management Group
New Jersey
$178M -$18.2M -9% 2.02% 186% 55 100% 3.6
Private Advisory Group
3474
Private Advisory Group
Washington
$178M -$17.9M -9% 12.9% 187% 170 61.18% 0.6
Pathway Financial Advisors
3475
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 11.6% 52.7% 93 1.08% 0.9