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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)
Inscription Capital
3751
Inscription Capital
Texas
$260M +$34.3M +15% 13.4% – 196 20.41% 1
Hendley & Co
3752
Hendley & Co
Ohio
$259M +$19M +8% 8.38% 64.9% 75 16% 3.7
FSA
3753
Financial Services Advisory
Maryland
$259M +$121M +87% 14.2% 82.5% 33 48.48% 0.3
Fort Baker Capital Management
3754
Fort Baker Capital Management
California
$259M +$10.4M +4% 8.43% 46.3% 76 78.95% 0.1
Bernardo Wealth Planning
3755
Bernardo Wealth Planning
Pennsylvania
$259M +$36.8M +17% 10.5% 56.9% 178 15.73% 1.3
Wisconsin Capital Management
3756
Wisconsin Capital Management
Wisconsin
$259M +$42.6M +20% 19.7% 166% 62 27.42% 2.6
Compass Ion Advisors
3757
Compass Ion Advisors
Pennsylvania
$259M +$101M +64% 10.7% 75.6% 95 28.42% 0.5
Rush Island Management
3758
Rush Island Management
New York
$259M +$55.5M +27% 21.9% 15.5% 27 48.15% 0.7
Hunting Hill Global Capital
3759
Hunting Hill Global Capital
New York
$259M -$2.34M -0.9% 21.3% 132% 55 74.55% 0.2
Global Wealth Management Investment Advisory
3760
Global Wealth Management Investment Advisory
Florida
$258M +$26.8M +12% 11.8% 75.1% 529 18.34% 1.5
Holderness Investments Company
3761
Holderness Investments Company
North Carolina
$258M +$15.4M +6% 12.3% 152% 195 10.26% 3.4
Oarsman Capital
3762
Oarsman Capital
Wisconsin
$257M +$35.4M +16% 15.3% 74.9% 191 10.99% 3.4
Ninepoint Partners
3763
Ninepoint Partners
Ontario, Canada
$257M +$27.7M +12% 22.9% 82.6% 98 61.22% 0.7
LIC
3764
Laurus Investment Counsel
Canada
$257M +$53.7M +26% 21.4% 14.1% 47 6.38% 1.8
AFS
3765
Annapolis Financial Services
Maryland
$257M – – 13.4% 15% 418 – 0
Holloway Wealth Management
3766
Holloway Wealth Management
Florida
$257M +$26.7M +12% 11.2% 50.7% 229 0% 2
Roof Eidam Maycock Peralta (REMP)
3767
Roof Eidam Maycock Peralta (REMP)
California
$257M -$21K -0% 10.4% 62.3% 97 6.19% 3.9
O'Dell Group
3768
O'Dell Group
Ohio
$257M +$50.6M +25% 14.3% 72.2% 68 66.18% 0.9
Kadensa Capital
3769
Kadensa Capital
Hong Kong
$256M -$6.13M -2% 17.9% 191% 15 33.33% 0.4
Entrust Global Partners
3770
Entrust Global Partners
New York
$256M – – 66.4% 82.3% 5 – 0
Polunin Capital Partners
3771
Polunin Capital Partners
United Kingdom
$256M -$125M -33% 36.8% 268% 17 23.53% 1.2
DCM
3772
DeGreen Capital Management
Arizona
$256M +$29.8M +13% 9.59% 28.5% 22 0% 2.5
All Terrain Financial Advisors
3773
All Terrain Financial Advisors
Minnesota
$256M -$35.9M -12% 11.9% 81% 111 19.82% 2.1
Scholtz & Company
3774
Scholtz & Company
Connecticut
$256M +$27M +12% 14.7% 111% 83 31.33% 1.3
Harbourvest Partners
3775
Harbourvest Partners
Massachusetts
$256M -$14.3M -5% 17.2% 8.96% 40 47.5% 1.6