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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)
Precept Management
3851
Precept Management
Texas
$247M -$161M -39% 16.7% 110% 84 59.52% 1
Sovereign Investment Advisors
3852
Sovereign Investment Advisors
Arizona
$247M -$8.67M -3% 10.6% 46.6% 31 3.23% 0.8
Retirement Capital Strategies
3853
Retirement Capital Strategies
California
$247M +$30.2M +14% 18.4% 65.8% 77 32.47% 1.6
Point View Wealth Management
3854
Point View Wealth Management
New Jersey
$246M +$34.9M +16% 18.6% 27% 280 8.93% 4.2
Harvey Capital Management
3855
Harvey Capital Management
Florida
$246M +$22.3M +10% 13.1% 147% 86 25.58% 2.7
Thomas Story & Son
3856
Thomas Story & Son
Indiana
$246M +$22.5M +10% 10.1% 101% 65 6.15% 4.2
Mathes Company
3857
Mathes Company
New York
$246M +$31.7M +15% 14.4% 121% 123 9.76% 4.1
EnerVest
3858
EnerVest
Texas
$246M +$65.9M +37% 36.6% 20.5% 1 0% 2
ACM
3859
AIGH Capital Management
Maryland
$246M – – 46.5% 3,026% 45 – 0
Affinity Capital Advisors
3860
Affinity Capital Advisors
California
$246M +$69.4M +39% 14.5% 72.7% 117 12.82% 0.8
Morgan Dempsey Capital Management
3861
Morgan Dempsey Capital Management
Wisconsin
$246M -$14.6M -6% 8.24% 55.4% 149 36.24% 4.9
Seven Post Investment Office
3862
Seven Post Investment Office
California
$246M -$7.76M -3% 8.19% 44.4% 52 28.85% 1.7
Brightlight Capital Management
3863
Brightlight Capital Management
Connecticut
$246M +$34.1M +16% 32.8% 202% 11 9.09% 0.9
NME
3864
Notis-McConarty Edward
$246M +$18.3M +8% 12% 104% 98 5.1% 5.3
NinePointTwo Capital
3865
NinePointTwo Capital
California
$246M – – 10.2% 1.62% 56 – 0
KFO
3866
Kopp Family Office
Minnesota
$246M +$61.4M +33% 41.6% 47.9% 13 0% 0.5
Stewardship Advisors
3867
Stewardship Advisors
Pennsylvania
$246M +$45.7M +23% 8.86% 46.1% 47 25.53% 0.6
MinichMacGregor Wealth Management
3868
MinichMacGregor Wealth Management
New York
$245M +$33.5M +16% 11.8% 130% 82 28.05% 0.6
SGH
3869
Sivik Global Healthcare
Connecticut
$245M +$12.8M +6% 12.9% 83.8% 47 38.3% 1.2
Globe Life
3870
Globe Life
Texas
$245M +$27.5M +13% 11.7% 67.5% 1 0% 4
Advisors Management Group
3871
Advisors Management Group
Wisconsin
$245M +$4.49M +2% 8.05% 132% 115 17.39% 2.9
Beacon Harbor Wealth Advisors
3872
Beacon Harbor Wealth Advisors
Virginia
$245M +$40.2M +20% 16.9% 150% 79 58.23% 0.5
IAG Wealth Partners
3873
IAG Wealth Partners
Wisconsin
$245M +$28.1M +13% 13.6% 54.1% 367 7.9% 0.9
Clear Perspective Advisors
3874
Clear Perspective Advisors
Illinois
$245M +$31.7M +15% 12.1% 88.5% 150 14.67% 2.2
Providence Capital Advisors
3875
Providence Capital Advisors
North Carolina
$245M +$55M +29% 13.1% 60% 343 37.9% 1.2