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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)
Acuta Capital Partners
3776
Acuta Capital Partners
California
$277M -$90.1M -25% 21.4% 7,269% 64 48.44% 0.6
Global Wealth Management Investment Advisory
3777
Global Wealth Management Investment Advisory
Florida
$277M +$19.3M +7% 5.16% 75.1% 541 21.07% 1.6
Bard Associates
3778
Bard Associates
Illinois
$277M +$23.5M +9% 20.4% 241% 162 8.02% 4.6
Jones Road Capital Management
3779
Jones Road Capital Management
New York
$277M +$28.3M +11% 5.52% 88.5% 89 56.18% 0.1
Prism Advisors
3780
Prism Advisors
California
$277M +$12.2M +5% 4.68% 54.6% 56 14.29% 1.8
Inspire Advisors
3781
Inspire Advisors
Idaho
$277M +$8.86M +3% 8.34% 60.2% 838 91.41% 0.2
Triangle Securities Wealth Management
3782
Triangle Securities Wealth Management
North Carolina
$277M +$24.1M +10% 10.1% 83.6% 172 5.81% 4.4
Pasadena Private Wealth
3783
Pasadena Private Wealth
California
$276M +$11.8M +4% 4.01% 53% 101 26.73% 1.1
Emerald Advisors
3784
Emerald Advisors
Washington
$276M -$14.1M -5% 3.65% 71.8% 89 13.48% 0.9
Peak Financial Management
3785
Peak Financial Management
Massachusetts
$276M +$10.4M +4% 3.42% 58.2% 73 9.59% 2.4
Newman Dignan & Sheerar Inc
3786
Newman Dignan & Sheerar Inc
Rhode Island
$276M -$346M -56% 6.97% 82.6% 191 17.28% 3.8
Harvey Capital Management
3787
Harvey Capital Management
Florida
$276M +$29.3M +12% 3.33% 147% 85 21.18% 2.7
First Ascent Asset Management
3788
First Ascent Asset Management
Colorado
$276M +$38.2M +16% 2.91% 4.15% 25 12% 1
Kellner Capital
3789
Kellner Capital
New York
$276M +$85.9M +45% 15.5% 390% 46 65.22% 0.2
Providence Capital Advisors
3790
Providence Capital Advisors
North Carolina
$275M +$30.5M +12% 7.41% 47.4% 351 23.08% 1.5
Wall Capital Group
3791
Wall Capital Group
Arizona
$275M +$21M +8% 5.43% – 25 40% 2
Oakview Capital Management
3792
Oakview Capital Management
Texas
$275M +$38.4M +16% 17.4% 21.2% 17 11.76% 2
SevenBridge Financial Group
3793
SevenBridge Financial Group
Pennsylvania
$275M +$19M +7% 6.77% 93.2% 158 7.59% 3.2
Soundwatch Capital
3794
Soundwatch Capital
Connecticut
$274M +$127M +86% 5.68% 79.6% 27 11.11% 0.7
WFI
3795
West Family Investments
California
$274M -$54M -16% 12.4% 131% 124 41.13% 3.1
Versant Capital Management
3796
Versant Capital Management
Arizona
$274M +$20.6M +8% 7.66% 97.3% 1,662 6.32% 3.7
Johanson Financial Advisors
3797
Johanson Financial Advisors
California
$274M +$26.4M +11% 4.15% 101% 116 10.34% 2.6
Koch Industries
3798
Koch Industries
Kansas
$274M -$27.7M -9% 6.43% 56.9% 5 40% 1.1
SGH
3799
Sivik Global Healthcare
Connecticut
$274M +$28.9M +12% 5.45% 83.8% 58 53.45% 1
Taylor Wealth Management Partners
3800
Taylor Wealth Management Partners
Massachusetts
$274M +$14.1M +5% 4.35% 62% 71 9.86% 1.8