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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)
Capital Impact Advisors
3726
Capital Impact Advisors
Massachusetts
$286M -$122M -30% 10.7% – 143 52.45% 1.6
Aspire Private Capital
3727
Aspire Private Capital
North Carolina
$286M +$23.9M +9% 4.35% 55.3% 631 28.05% 1
O'Dell Group
3728
O'Dell Group
Ohio
$286M +$28.6M +11% 7.08% 72.2% 77 18.18% 1
Pacifica Capital Investments
3729
Pacifica Capital Investments
Texas
$285M +$16.1M +6% 16.8% 69.8% 19 0% 5.6
Hedeker Wealth
3730
Hedeker Wealth
Illinois
$285M -$1.19M -0.4% 3.72% 161% 66 1.52% 3.3
Ellenbecker Investment Group
3731
Ellenbecker Investment Group
Wisconsin
$285M +$14M +5% 5.84% 56.3% 67 2.99% 2.2
Lumbard & Kellner
3732
Lumbard & Kellner
New Hampshire
$284M +$30.4M +12% 11.7% 137% 105 8.57% 2.8
JCIC Asset Management
3733
JCIC Asset Management
Ontario, Canada
$284M +$36.1M +15% 8.21% – 137 23.36% 2.4
Raffa Wealth Management
3734
Raffa Wealth Management
District of Columbia
$284M +$2.44M +0.9% 1.72% 35.8% 1,113 19.23% 1.1
Progressive Investment Management
3735
Progressive Investment Management
Oregon
$284M +$6.1M +2% 0.95% 139% 44 20.45% 3.4
Silver Heights Capital Management
3736
Silver Heights Capital Management
Ontario, Canada
$284M +$17.5M +7% 15.3% 39.8% 7 28.57% 3
Mattern Wealth Management
3737
Mattern Wealth Management
Kansas
$284M +$19.3M +7% 6.28% 62.2% 163 12.88% 0.9
JT Stratford LLC
3738
JT Stratford LLC
Georgia
$284M +$16.9M +6% 6.67% 103% 219 24.2% 1.5
PWM
3739
Praetorian Wealth Management
California
$284M +$21.8M +8% 4.89% 60.4% 62 9.68% 0.7
TSP Capital Management Group
3740
TSP Capital Management Group
New Jersey
$284M +$2.16M +0.8% 3.01% 186% 55 3.64% 1.5
Siena Capital Partners
3741
Siena Capital Partners
Illinois
$283M +$31.5M +12% 9.21% 42.5% 114 7.02% 2
SignalPoint Asset Management
3742
SignalPoint Asset Management
Missouri
$283M +$18.4M +7% 4.63% 36% 230 16.09% 3.6
Little House Capital
3743
Little House Capital
Massachusetts
$283M +$147M +109% 6.41% 118% 170 77.65% 0.6
Harrell Investment Partners
3744
Harrell Investment Partners
Texas
$283M +$23M +9% 6.41% 121% 100 12% 0.9
Walter & Keenan Wealth Management
3745
Walter & Keenan Wealth Management
Indiana
$283M +$6.19M +2% 6.73% 92% 156 15.38% 2.4
First PREMIER Bank
3746
First PREMIER Bank
South Dakota
$282M +$30.2M +12% 4.89% 63% 334 10.48% 3.2
Measured Wealth Private Client Group
3747
Measured Wealth Private Client Group
New Hampshire
$282M +$41.9M +17% 8.39% 84.3% 165 24.24% 1.2
Lineweaver Wealth Advisors
3748
Lineweaver Wealth Advisors
Ohio
$282M +$26.9M +11% 2.91% 68.4% 117 20.51% 0.7
Benin Management Corp
3749
Benin Management Corp
Connecticut
$282M +$33.5M +13% 6.77% 91.7% 102 9.8% 5.3
Rice Partnership
3750
Rice Partnership
Hawaii
$282M +$14.1M +5% 5.53% 135% 122 18.03% 1.7