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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)
EFL
3676
ERn Financial LLC
Wisconsin
$214M +$16.4M +8% 6.81% 61.2% 78 3.85% 1.1
Elevated Capital Advisors
3677
Elevated Capital Advisors
Utah
$214M +$705K +0.3% 4.86% 50.2% 167 12.57% 0.9
Crewe Advisors
3678
Crewe Advisors
Utah
$213M +$8.5M +4% 4.56% 96.1% 647 65.38% 0.7
Clear Perspective Advisors
3679
Clear Perspective Advisors
Illinois
$213M +$29.7M +16% 3.89% 88.5% 140 17.86% 2.2
NVWM LLC
3680
NVWM LLC
Pennsylvania
$213M +$27.3M +15% 13.2% 119% 426 18.31% 1.5
RB Capital Management
3681
RB Capital Management
Nevada
$213M +$24.1M +13% 13.4% 79.4% 149 10.07% 2.4
Bridge Creek Capital Management
3682
Bridge Creek Capital Management
Massachusetts
$213M +$10.3M +5% 7.05% 76.5% 92 8.7% 3.7
Highside Global Management
3683
Highside Global Management
Texas
$213M +$42.3M +25% 12.6% 11.1% 18 33.33% 0.5
Schoolcraft Capital
3684
Schoolcraft Capital
Colorado
$213M +$10.6M +5% 5.76% 58.7% 50 10% 1.2
Wakefield Asset Management
3685
Wakefield Asset Management
Colorado
$213M +$2.76M +1% 5.72% 147% 181 27.62% 0.6
Eldridge Investment Advisors
3686
Eldridge Investment Advisors
New Hampshire
$212M +$11.6M +6% 6.3% 50.9% 110 10% 1.7
Enterprise Bank & Trust
3687
Enterprise Bank & Trust
Massachusetts
$212M +$12.5M +6% 7.88% 65.9% 91 8.79% 1.3
Knuff & Co
3688
Knuff & Co
California
$212M +$29.9M +16% 11.3% 108% 182 19.78% 1.1
MinichMacGregor Wealth Management
3689
MinichMacGregor Wealth Management
New York
$212M +$31.2M +17% 8.02% 130% 73 32.88% 0.6
Oak Grove Capital
3690
Oak Grove Capital
New Hampshire
$212M +$45.9M +28% 15.7% 470% 69 27.54% 1.3
AIA Investment Management (HK)
3691
AIA Investment Management (HK)
Hong Kong
$212M -$286M -57% 8.18% – 10 60% 0.4
Brightlight Capital Management
3692
Brightlight Capital Management
Connecticut
$212M +$15.6M +8% 39% 202% 11 9.09% 0.6
MKC
3693
M. Kraus & Co
Vermont
$212M +$18.4M +10% 7.98% 65.9% 55 7.27% 4.3
Fernwood Investment Management
3694
Fernwood Investment Management
Massachusetts
$212M +$9.4M +5% 7.7% 83.4% 171 7.6% 3.2
Point View Wealth Management
3695
Point View Wealth Management
New Jersey
$212M +$3.12M +1% 4.19% 27% 267 6.37% 4.3
Souders Financial Advisors
3696
Souders Financial Advisors
Ohio
$212M +$36.8M +21% 7.71% 59.8% 111 15.32% 0.4
Hedeker Wealth
3697
Hedeker Wealth
Illinois
$211M +$17.3M +9% 9.1% 161% 71 16.9% 2.8
Stadium Capital Management
3698
Stadium Capital Management
Connecticut
$211M -$38.3M -15% 1.52% 10.9% 15 20% 1.8
TLWM Financial
3699
TLWM Financial
Texas
$211M +$41.8M +25% 6.4% 53.9% 62 17.74% 1.6
Brave Asset Management
3700
Brave Asset Management
New Jersey
$211M +$19.7M +10% 5.96% 76.3% 136 23.53% 3.6