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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)
Invus Financial Advisors
3726
Invus Financial Advisors
New York
$208M -$68.8M -25% 2.04% 29.5% 9 33.33% 0.7
CWM
3727
Cordatus Wealth Management
Pennsylvania
$208M +$26.1M +14% 12.6% 108% 158 41.14% 0.8
Whitener Capital Management
3728
Whitener Capital Management
North Carolina
$208M +$15.5M +8% 11.1% 113% 133 7.52% 2.2
HCA
3729
Hyperion Capital Advisors
New York
$207M +$37.7M +22% 20.7% 86.1% 42 7.14% 0.6
Trinity Legacy Partners
3730
Trinity Legacy Partners
Texas
$207M +$12.1M +6% 4.79% 63.3% 91 21.98% 0.8
Keystone Financial Planning
3731
Keystone Financial Planning
Ohio
$207M +$4.22M +2% 2.13% 46% 46 4.35% 4.4
Sage Rhino Capital
3732
Sage Rhino Capital
California
$207M +$17.4M +9% 9.05% 93.9% 176 8.52% 1.1
Hamilton Lane Advisors
3733
Hamilton Lane Advisors
Pennsylvania
$207M +$20.1M +11% 8.62% 167% 55 47.27% 0.7
Ecofin Advisors
3734
Ecofin Advisors
United Kingdom
$207M +$24.2M +13% 23.7% 77% 36 27.78% 2.2
Sutton Wealth Advisors
3735
Sutton Wealth Advisors
Florida
$207M +$15.6M +8% 8.68% 40.9% 1,263 8.79% 3
Clifford Capital Partners
3736
Clifford Capital Partners
Utah
$207M +$12.9M +7% 8.95% 77.3% 35 8.57% 1.8
Measured Wealth Private Client Group
3737
Measured Wealth Private Client Group
New Hampshire
$207M +$35.3M +21% 7.98% 84.3% 151 29.14% 1.1
Covenant Partners
3738
Covenant Partners
Tennessee
$207M -$8.93M -4% 7.64% 70.3% 211 15.17% 1.1
AlphaCentric Advisors
3739
AlphaCentric Advisors
Puerto Rico
$207M +$29.2M +16% 1.03% – 181 29.28% 0.2
O'Dell Group
3740
O'Dell Group
Ohio
$206M +$15.5M +8% 8.07% 72.2% 25 16% 2.3
Meridian Investment Counsel
3741
Meridian Investment Counsel
California
$206M +$10.4M +5% 11% 116% 190 12.11% 4.8
Investors Research Corp
3742
Investors Research Corp
Georgia
$206M +$6.77M +3% 7.7% 62.1% 1,169 9.5% 1.6
TIFF Advisory Services
3743
TIFF Advisory Services
Pennsylvania
$206M +$23.7M +13% 8.85% 86.3% 18 55.56% 0.5
SWMG
3744
Strategic Wealth Management Group
Maryland
$206M +$36.3M +21% 8.87% – 128 30.47% 1
FVCM
3745
F&V Capital Management
Florida
$206M +$8.11M +4% 9.03% 123% 64 1.56% 3.9
Cowen Prime Advisors
3746
Cowen Prime Advisors
New York
$205M +$29.8M +17% 3.66% 116% 216 34.72% 3.7
Moerus Capital Management
3747
Moerus Capital Management
New York
$205M +$25.5M +14% 11% 220% 13 7.69% 1.5
Beacon Harbor Wealth Advisors
3748
Beacon Harbor Wealth Advisors
Virginia
$205M +$30.9M +18% 4% 143% 59 54.24% 0.6
Weik Capital Management
3749
Weik Capital Management
Pennsylvania
$205M +$19.5M +11% 8.86% 66.9% 110 8.18% 4.7
HCM
3750
Hudson Capital Management
New Jersey
$205M +$16.6M +9% 5.14% 66.8% 81 27.16% 1.8