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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)
Retirement Income Solutions
3576
Retirement Income Solutions
Michigan
$226M -$11.2M -5% 8.24% 60.8% 80 5% 2
Investidor Profissional Gestao de Recursos
3577
Investidor Profissional Gestao de Recursos
Brazil
$226M +$39.4M +21% 11.7% 51.8% 24 25% 1.2
HA
3578
Hamel Associates
New Jersey
$226M +$17.8M +9% 10.2% 59.4% 65 4.62% 5
SM
3579
Scoggin Management
New York
$225M -$147M -39% 0.38% 889% 61 78.69% 0.5
Inscription Capital
3580
Inscription Capital
Texas
$225M +$44.3M +24% 7.48% – 179 25.14% 0.9
Laidlaw Wealth Management
3581
Laidlaw Wealth Management
New York
$225M +$33.6M +18% 8.85% 150% 218 22.48% 0.5
Paragon Wealth Strategies
3582
Paragon Wealth Strategies
Florida
$225M +$48.7M +28% 15.8% 59.8% 36 52.78% 0.7
PGCM
3583
Prescott Group Capital Management
Oklahoma
$225M +$22.5M +11% 12.9% 135% 110 24.55% 2.5
Versant Capital Management
3584
Versant Capital Management
Arizona
$224M +$6.29M +3% 5.04% 97.3% 1,626 3.51% 3.4
Newport Asia
3585
Newport Asia
California
$224M -$79.6M -26% 13.2% – 6 16.67% 3.4
Lawson Kroeker Investment Management
3586
Lawson Kroeker Investment Management
Nebraska
$224M +$12.3M +6% 4.16% 69.7% 60 0% 5.8
Kalos Management
3587
Kalos Management
Georgia
$224M -$13.2M -6% 8.09% 48.5% 249 19.28% 1.2
Harvey Capital Management
3588
Harvey Capital Management
Florida
$224M +$22M +11% 13.7% 147% 85 24.71% 2.6
Element Pointe Advisors
3589
Element Pointe Advisors
Florida
$224M +$31.7M +16% 11.9% 75.1% 115 27.83% 0.9
Community Bank of Raymore
3590
Community Bank of Raymore
Missouri
$224M +$7.2M +3% 4.22% 91.9% 57 8.77% 4
Lineweaver Wealth Advisors
3591
Lineweaver Wealth Advisors
Ohio
$224M +$27.1M +14% 6.85% 68.4% 91 14.29% 0.5
Thomas Story & Son
3592
Thomas Story & Son
Indiana
$224M +$13.7M +7% 11.1% 101% 63 9.52% 4.2
LJHT
3593
Laurie J. Hall Trustee
$224M – – 9.41% 105% 326 – 4
Benin Management Corp
3594
Benin Management Corp
Connecticut
$224M +$1.4M +0.6% 10.5% 91.7% 91 7.69% 5.5
Firestone Capital Management
3595
Firestone Capital Management
Florida
$223M +$7.82M +4% 5.89% 56.9% 469 15.14% 0.7
Johanson Financial Advisors
3596
Johanson Financial Advisors
California
$223M +$23.2M +12% 10% 101% 101 7.92% 2.6
Marathon Asset Management (New York)
3597
Marathon Asset Management (New York)
New York
$223M -$1.59B -88% 2.43% 490% 9 44.44% 1.8
SSI
3598
Scott & Selber Inc
Texas
$223M +$21.2M +11% 12.7% 202% 89 15.73% 2.3
Glen Eagle Advisors
3599
Glen Eagle Advisors
New Jersey
$223M +$28.5M +15% 8.6% 68.5% 974 13.66% 2.3
Moller Wealth Partners
3600
Moller Wealth Partners
$223M -$5.55M -2% 4.12% 44.1% 49 18.37% 5.4