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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)
Tamar Securities
3451
Tamar Securities
California
$315M +$2.63M +0.8% 5.64% 101% 60 20% 1.8
McGlone Suttner Wealth Management
3452
McGlone Suttner Wealth Management
Wisconsin
$315M – – 8.8% 61.6% 132 – 0
Stanley Capital Management
3453
Stanley Capital Management
Texas
$315M +$26.3M +9% 14.6% 158% 45 15.56% 3.5
MWM
3454
Mascoma Wealth Management
New Hampshire
$315M +$26.3M +9% 5.85% 43.7% 661 12.41% 1.4
Crescent Park Management
3455
Crescent Park Management
California
$315M -$104M -25% 8.32% 100% 34 38.24% 2.1
Retirement Income Solutions
3456
Retirement Income Solutions
Michigan
$315M +$36.2M +13% 7.6% 67.6% 128 19.53% 2.7
Kora Management
3457
Kora Management
New York
$315M -$19.7M -6% 2.37% 307% 4 0% 1.7
Sage Rhino Capital
3458
Sage Rhino Capital
California
$315M +$65.7M +26% 7.58% 93.9% 218 16.06% 2.5
Perennial Advisors
3459
Perennial Advisors
New York
$315M +$9.6M +3% 8.25% – 93 9.68% 4.1
ST
3460
Skorpios Trust
Cyprus
$314M -$39.9M -11% 22.8% 174% 4 0% 1
West Paces Advisors
3461
West Paces Advisors
Georgia
$314M +$32.9M +12% 8.41% 57.7% 568 14.08% 3.9
Cloverfields Capital Group
3462
Cloverfields Capital Group
Minnesota
$314M +$18.5M +6% 7.9% 96.1% 85 27.06% 1.1
Hohimer Wealth Management
3463
Hohimer Wealth Management
Washington
$313M +$2.09M +0.7% 12.3% 111% 206 24.27% 2
Welch Capital Partners
3464
Welch Capital Partners
New York
$313M +$8.21M +3% 5.24% 79.2% 33 12.12% 2.9
Mason & Associates (California)
3465
Mason & Associates (California)
California
$313M +$30.9M +11% 6.24% 68.5% 90 20% 0.8
Nine Masts Capital
3466
Nine Masts Capital
Hong Kong
$313M +$54.7M +21% 3.49% 88.1% 62 50% 0.4
Bison Wealth
3467
Bison Wealth
Georgia
$313M +$58.3M +23% 8.34% 37.4% 288 19.44% 3.1
PPSC Investment Service
3468
PPSC Investment Service
Japan
$313M – – 10.8% 193% 4 – 0
WestHill Financial Advisors
3469
WestHill Financial Advisors
California
$313M +$19.7M +7% 6.51% 62.9% 121 11.57% 1.5
PFMOSF
3470
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 18.1% 209% 46 73.91% 0.4
Jacobson & Schmitt Advisors
3471
Jacobson & Schmitt Advisors
Wisconsin
$313M $0 0% 3.1% 64.8% 54 0% 3.1
Perkins Coie Trust Company
3472
Perkins Coie Trust Company
Washington
$313M +$52M +20% 10.1% 83.2% 237 5.06% 6.6
JT Stratford LLC
3473
JT Stratford LLC
Georgia
$313M +$31.6M +11% 6.49% 113% 229 25.76% 2.3
Requisite Capital Management
3474
Requisite Capital Management
Texas
$313M +$16.4M +6% 6.15% 42.6% 75 41.33% 1.8
ALM First Financial Advisors
3475
ALM First Financial Advisors
Texas
$313M – – 5.12% 50.5% 16 – 0