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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)
WestHill Financial Advisors
3751
WestHill Financial Advisors
California
$281M +$27.4M +11% 4.14% 62.9% 91 12.09% 0.2
AXS Investments
3752
AXS Investments
New York
$281M – – 3.16% 107% 156 – 0
Firestone Capital Management
3753
Firestone Capital Management
Florida
$281M +$18.2M +7% 5.55% 56.9% 519 15.8% 1
SVG
3754
Sun Valley Gold
Idaho
$281M +$63.6M +29% 9.4% 160% 14 28.57% 2
Semmax Financial Advisors
3755
Semmax Financial Advisors
North Carolina
$281M +$38.9M +16% 6.1% – 305 19.02% 1.7
Crossvault Capital Management
3756
Crossvault Capital Management
Texas
$281M +$11.9M +4% 4.75% 56.4% 83 15.66% 3.8
Kelman-Lazarov Inc
3757
Kelman-Lazarov Inc
Tennessee
$281M +$20M +8% 7.63% 51.6% 87 5.75% 3.2
Xcel Wealth Management
3758
Xcel Wealth Management
Florida
$280M +$48.7M +21% 5.79% 98.8% 131 11.45% 1.3
Defender Capital
3759
Defender Capital
North Carolina
$280M +$50.6M +22% 8.24% 101% 39 25.64% 1
Atlas Principals
3760
Atlas Principals
North Carolina
$280M +$39.1M +16% 6.4% – 61 70.49% 0.3
Cobalt Capital Management
3761
Cobalt Capital Management
New Jersey
$280M -$12.4M -4% 14.9% 235% 47 65.96% 0.4
Steel Partners Holdings
3762
Steel Partners Holdings
New York
$280M -$7.73M -3% 17.9% – 4 25% 6.2
Summit Financial Strategies
3763
Summit Financial Strategies
Ohio
$279M -$11.6M -4% 7.71% 59.4% 88 34.09% 3.1
JWCA
3764
J.W. Coons Advisors
Ohio
$279M +$18M +7% 6.05% 61.2% 222 9.46% 0.8
SRN Advisors
3765
SRN Advisors
Pennsylvania
$279M +$75.7M +37% 22% 146% 96 7.29% 0.2
Wellington Shields & Co
3766
Wellington Shields & Co
New York
$279M -$98K -0% 5.13% 127% 213 16.9% 1.7
Peninsula Wealth
3767
Peninsula Wealth
California
$279M +$12.6M +5% 4.39% 30% 20 5% 2.1
Holderness Investments Company
3768
Holderness Investments Company
North Carolina
$278M +$20.7M +8% 9.03% 144% 212 10.85% 3.4
Turiya Advisors Asia
3769
Turiya Advisors Asia
Hong Kong
$278M +$7.84M +3% 18.7% 247% 5 40% 0.6
H2CM
3770
H/2 Credit Manager
Connecticut
$278M +$25.5M +10% 16.2% 97.4% 12 25% 0.2
Trust Company of Oklahoma
3771
Trust Company of Oklahoma
Oklahoma
$278M +$3.85M +1% 6.72% 101% 133 7.52% 4.5
GDWAM
3772
Gold Dragon Worldwide Asset Management
Hong Kong
$278M +$175M +169% 140% – 3 33.33% 0.2
Greylock XIII
3773
Greylock XIII
California
$278M -$249M -47% 34% – 1 0% 0.3
Wind River Trust Company
3774
Wind River Trust Company
Wyoming
$278M +$638K +0.2% 5.79% 62.1% 10 0% 5.7
CGN Advisors
3775
CGN Advisors
Kansas
$278M +$28.1M +11% 3.18% 48.9% 208 12.98% 0.2