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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)
Triangle Securities Wealth Management
3451
Triangle Securities Wealth Management
North Carolina
$205M +$7.68M +4% 2.03% 83.6% 159 10.06% 3.7
Stanley Capital Management
3452
Stanley Capital Management
Texas
$205M -$3.2M -2% 0.32% 158% 35 14.29% 2.9
Pacific Center for Financial Services
3453
Pacific Center for Financial Services
California
$204M +$9.2M +5% 1.53% 60.1% 353 8.22% 2.2
Buckley Wealth Management
3454
Buckley Wealth Management
Nevada
$204M -$9.37M -4% 2.09% 88% 154 16.23% 1.5
Confluence Wealth Management
3455
Confluence Wealth Management
Oregon
$204M -$685K -0.3% 1.52% 31.9% 116 1.72% 3.6
RP
3456
RBS Partners
Florida
$204M -$29.2M -13% 13.5% 210% 4 0% 5.4
SC
3457
Schulhoff & Co
Ohio
$204M +$10.1M +5% 5.22% 51.8% 112 10.71% 4.8
Hamilton Capital
3458
Hamilton Capital
Ohio
$204M -$85.9M -30% 2.96% – 55 47.27% 1.2
Vectors Research Management
3459
Vectors Research Management
New York
$204M +$18.5M +10% 1.99% 71.4% 504 15.28% 0.7
Quadrant Capital Management
3460
Quadrant Capital Management
New Jersey
$203M +$12.8M +7% 2.89% 50.3% 86 4.65% 3.1
Bogart Wealth LLC
3461
Bogart Wealth LLC
Virginia
$203M +$37.8M +23% 0.74% 67.6% 389 15.42% 1.6
Surevest
3462
Surevest
California
$203M +$10.7M +6% 0.94% 24.6% 138 6.52% 0.6
Kelman-Lazarov Inc
3463
Kelman-Lazarov Inc
Tennessee
$203M +$7.83M +4% 0.54% 51.6% 99 9.09% 2.6
Ashburton (Jersey)
3464
Ashburton (Jersey)
Jersey
$203M -$7.67M -4% 4.55% – 111 9.01% 1.1
MayTech Global Investments
3465
MayTech Global Investments
New York
$203M +$3.57M +2% 0.35% 158% 54 27.78% 1.3
WESPAC Advisors SoCal
3466
WESPAC Advisors SoCal
California
$202M +$14.8M +8% 1.94% 135% 91 17.58% 2.2
Punch Card Management
3467
Punch Card Management
Florida
$202M -$7.47M -4% 3.38% 41% 3 0% 3.1
Trinity Legacy Partners
3468
Trinity Legacy Partners
Texas
$202M +$56.6M +39% 2.54% 63.3% 74 32.43% 0.4
Center Lake Capital Management
3469
Center Lake Capital Management
Florida
$202M -$107M -35% 4.95% 98.3% 11 45.45% 0.6
General Industrial Partners
3470
General Industrial Partners
United Kingdom
$202M -$51.2M -20% 3.61% – 7 57.14% 0.4
Abacus Planning Group
3471
Abacus Planning Group
South Carolina
$202M +$35.3M +21% 2.05% 67.8% 197 28.43% 1
Alera Investment Advisors
3472
Alera Investment Advisors
Illinois
$202M +$6.67M +3% 0.23% 28.9% 77 7.79% 0.7
MAS
3473
Managed Account Services
Florida
$202M +$17.2M +9% 0.67% 32.4% 87 3.45% 1.9
Fernwood Investment Management
3474
Fernwood Investment Management
Massachusetts
$202M +$19M +10% 1.37% 83.4% 189 24.34% 2.5
LFM
3475
Lumina Fund Management
New York
$202M +$3.05M +2% 1.43% 28.1% 49 34.69% 1.3