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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)
Steel Grove Capital Advisors
3601
Steel Grove Capital Advisors
Tennessee
$306M $0 0% 8.32% 106% 147 20.41% 2.7
CDIA
3602
Capital Directions Investment Advisors
Georgia
$306M +$7.43M +2% 0% 7.53% 385 99.48% 0
Patriot Financial Partners
3603
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 33.6% 16.6% 15 6.67% 2.1
FFT Wealth Management
3604
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 9.16% 65.6% 27 11.11% 2.8
Kathryn A. Hall
3605
Kathryn A. Hall
$305M +$17.9M +6% 21% 95.2% 58 13.79% 1.3
FORA Capital
3606
FORA Capital
Florida
$305M -$351M -54% 9.17% 162% 1,266 72.2% 0.2
Sage Rhino Capital
3607
Sage Rhino Capital
California
$304M +$51.2M +20% 4.69% 93.9% 193 11.92% 1.4
Marks Wealth
3608
Marks Wealth
Maryland
$304M +$16M +6% 14.1% 165% 55 63.64% 0.1
Regent Peak Wealth Advisors
3609
Regent Peak Wealth Advisors
Georgia
$304M +$4.26M +1% 4.39% – 1,169 86.57% 0.9
Diversified Portfolios Inc
3610
Diversified Portfolios Inc
Michigan
$304M +$24.4M +9% 3.87% 40.2% 99 7.07% 2.5
OCM
3611
Ogborne Capital Management
California
$304M -$68.6M -18% 6.04% 251% 15 53.33% 1.1
Union Square Park Capital Management
3612
Union Square Park Capital Management
New York
$304M +$52.2M +21% 35.6% 75.8% 128 67.19% 0.1
Southern Wealth Management
3613
Southern Wealth Management
Texas
$304M +$39.8M +15% 4.62% 50% 57 3.51% 1.1
Community Bank of Raymore
3614
Community Bank of Raymore
Missouri
$303M +$38.6M +15% 11.4% 91.9% 68 17.65% 3.7
Alera Investment Advisors
3615
Alera Investment Advisors
Illinois
$303M +$19.9M +7% 5.31% 28.9% 91 9.89% 1.4
Golden State Wealth Management
3616
Golden State Wealth Management
California
$303M -$41.8M -12% 3.81% – 248 24.19% 0.9
Newfoundland Capital Management
3617
Newfoundland Capital Management
Brazil
$303M +$217M +253% 12.7% 49.5% 58 79.31% 0.5
Concentric Wealth Management
3618
Concentric Wealth Management
California
$303M +$31.2M +11% 8.11% 33.4% 129 3.88% 2.9
Paradiem
3619
Paradiem
Louisiana
$303M +$66.7M +28% 11.4% 107% 107 23.36% 0.2
HT Partners
3620
HT Partners
Connecticut
$303M +$6.47M +2% 3.02% 71.1% 48 6.25% 2.8
SeaBridge Investment Advisors
3621
SeaBridge Investment Advisors
New Jersey
$303M +$25.3M +9% 8.5% 139% 137 10.22% 4.6
Hudson Edge Investment Partners
3622
Hudson Edge Investment Partners
New Jersey
$302M +$21.9M +8% 12.9% 67.9% 141 13.48% 3.4
Mill Road Capital Management
3623
Mill Road Capital Management
Connecticut
$302M +$19.4M +7% 40.8% 85.1% 28 42.86% 1.3
General Pension Society PZU Joint Stock
3624
General Pension Society PZU Joint Stock
Poland
$302M +$255K +0.1% 17.8% 116% 17 11.76% 5.1
EEP
3625
Edgehill Endowment Partners
Connecticut
$302M +$17.6M +6% 3.21% 11.6% 6 0% 2.3