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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)
KSCM
3826
Key Square Capital Management
Connecticut
$195M -$227M -54% 4.65% 50.2% 23 95.65% 0.2
Peterson Wealth Advisors
3827
Peterson Wealth Advisors
Utah
$195M +$7.48M +4% 5.85% 50.9% 49 14.29% 1.8
VC
3828
Vision Capital
Ontario, Canada
$195M +$80.9M +71% 0.16% 19.8% 14 57.14% 0.4
Arlington Financial Advisors
3829
Arlington Financial Advisors
California
$195M +$18.2M +10% 15% 67.6% 61 14.75% 1.7
WealthBridge Capital Management
3830
WealthBridge Capital Management
Ohio
$195M +$18.5M +10% 10.4% 89.4% 135 15.56% 1.2
SFSIG
3831
San Francisco Sentry Investment Group
California
$195M +$6.78M +4% 8.34% 436% 711 9.28% 2.9
Poehling Capital Management
3832
Poehling Capital Management
Wisconsin
$195M +$8.84M +5% 3.3% 83% 122 16.39% 1.4
Semper Augustus Investments Group
3833
Semper Augustus Investments Group
Colorado
$195M +$17.9M +10% 11.7% 95.4% 27 0% 4.6
GA
3834
GRS Advisors
Illinois
$195M +$16M +9% 6.49% 54.3% 32 46.88% 0.7
Atlanta Financial Associates
3835
Atlanta Financial Associates
Georgia
$195M +$14.9M +8% 4.66% – 72 16.67% 0.4
ACK Asset Management
3836
ACK Asset Management
Connecticut
$195M -$26.1M -12% 14.7% 132% 23 30.43% 0.8
Rock Creek Group
3837
Rock Creek Group
District of Columbia
$194M +$6.69M +4% 9.12% 38.5% 218 30.28% 0.5
Xcel Wealth Management
3838
Xcel Wealth Management
Florida
$194M +$33.3M +21% 14.2% 98.8% 111 13.51% 1
Steel Partners Holdings
3839
Steel Partners Holdings
New York
$194M +$4.22M +2% 2.63% – 4 0% 5.9
RMR Advisors
3840
RMR Advisors
Massachusetts
$194M -$32.7M -14% 0.51% 2.17% 112 9.82% 5.7
Platte River Wealth Advisors
3841
Platte River Wealth Advisors
Colorado
$194M +$12.6M +7% 8.78% 28.6% 89 11.24% 0.7
HPC
3842
Hobart Private Capital
North Carolina
$194M +$16M +9% 5.64% 60% 163 27.61% 1.4
Great Point Wealth Advisors
3843
Great Point Wealth Advisors
Massachusetts
$194M $0 0% 5.45% – 47 0% 1.3
Ashburton (Jersey)
3844
Ashburton (Jersey)
Jersey
$194M $0 0% 7.02% – 86 0% 2
Smithbridge Asset Management
3845
Smithbridge Asset Management
Pennsylvania
$194M +$14.3M +8% 9.21% – 85 5.88% 4.4
MPS Loria Financial Planners
3846
MPS Loria Financial Planners
Illinois
$193M +$6.59M +4% 10.1% 80% 355 5.63% 0.7
Moisand Fitzgerald Tamayo
3847
Moisand Fitzgerald Tamayo
Florida
$193M +$11.7M +6% 5.66% 51.1% 369 21.41% 2.3
Stordahl Capital Management
3848
Stordahl Capital Management
Colorado
$193M +$13M +7% 5.31% 54% 44 9.09% 2.3
Private Wealth Advisors (California)
3849
Private Wealth Advisors (California)
California
$193M +$49.6M +35% 7.82% 63.6% 70 30% 1.1
Muhlenkamp & Co
3850
Muhlenkamp & Co
Pennsylvania
$193M +$6.14M +3% 9.32% 107% 33 6.06% 2.9