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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)
SignalPoint Asset Management
3726
SignalPoint Asset Management
Missouri
$265M +$24.5M +10% 9.89% 36% 208 8.17% 3.9
Mattern Wealth Management
3727
Mattern Wealth Management
Kansas
$264M +$30.8M +13% 9.23% 62.2% 159 15.72% 0.8
Insight Advisors
3728
Insight Advisors
Pennsylvania
$264M – – 13.6% 74% 271 – 0
AJU IB Investment Company
3729
AJU IB Investment Company
South Korea
$264M – – 50.7% – 11 – 0
Southern Wealth Management
3730
Southern Wealth Management
Texas
$264M -$7.61M -3% 14.1% 50% 57 8.77% 0.8
Summit Wealth & Retirement Planning
3731
Summit Wealth & Retirement Planning
California
$264M +$30.7M +13% 10.8% 75.7% 115 13.04% 1.4
Bridge City Capital
3732
Bridge City Capital
Oregon
$263M +$54.1M +26% 29.1% 120% 93 3.23% 2.7
LM
3733
Lasry Marc
$263M +$109M +70% 83.7% 14.8% 7 42.86% 1.4
Brave Asset Management
3734
Brave Asset Management
New Jersey
$263M +$52.3M +25% 15% 76.3% 157 33.76% 3.1
Firestone Capital Management
3735
Firestone Capital Management
Florida
$263M +$39.7M +18% 12.3% 56.9% 477 12.58% 0.8
PWM
3736
Praetorian Wealth Management
California
$262M +$35.3M +16% 12.2% 60.4% 65 12.31% 0.4
Aspire Private Capital
3737
Aspire Private Capital
North Carolina
$262M +$17.6M +7% 8.89% 55.3% 563 17.23% 0.9
AlphaMark Advisors
3738
AlphaMark Advisors
Kentucky
$262M +$20.2M +8% 13.2% 26.4% 602 18.44% 3.3
EnCap Energy Capital Fund IX
3739
EnCap Energy Capital Fund IX
Texas
$261M +$90.4M +53% 63.1% 69.2% 5 40% 1.8
JWCA
3740
J.W. Coons Advisors
Ohio
$261M +$20.8M +9% 11.4% 61.2% 209 8.61% 0.7
Kelman-Lazarov Inc
3741
Kelman-Lazarov Inc
Tennessee
$261M +$40.5M +18% 14.5% 51.6% 85 15.29% 3
Blue Grotto Capital
3742
Blue Grotto Capital
Georgia
$261M +$57.4M +28% 27.9% 296% 28 39.29% 0.4
Bank of Stockton
3743
Bank of Stockton
California
$260M +$21M +9% 14.2% 99.2% 119 10.92% 4.4
Taylor Wealth Management Partners
3744
Taylor Wealth Management Partners
Massachusetts
$260M +$41.9M +19% 17.4% 62% 65 18.46% 1.8
Lunia Capital
3745
Lunia Capital
Texas
$260M +$31.8M +14% 16.5% 115% 42 42.86% 0.9
Legacy Financial Group (Iowa)
3746
Legacy Financial Group (Iowa)
Iowa
$260M – – 10.1% 48.8% 57 – 0
Jackson Square Capital
3747
Jackson Square Capital
California
$260M +$33M +15% 18% 423% 358 62.01% 0.8
Cape Ann Asset Management
3748
Cape Ann Asset Management
United Kingdom
$260M +$12.2M +5% 44.4% 244% 12 25% 0.7
Harrell Investment Partners
3749
Harrell Investment Partners
Texas
$260M +$30.4M +13% 12.3% 121% 90 11.11% 0.8
First Bankers Trust
3750
First Bankers Trust
Kentucky
$260M +$24.4M +10% 10.3% 89.6% 120 8.33% 5.2