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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)
TLWM Financial
3876
TLWM Financial
Texas
$264M +$13.3M +5% 4.15% 53.9% 74 20.27% 1.7
CVA Family Office
3877
CVA Family Office
Colorado
$263M +$101M +62% 6.83% 71.6% 799 56.07% 0.4
Ninety One
3878
Ninety One
South Africa
$263M +$8.78M +3% 17.5% 232% 122 14.75% 1.7
Scholtz & Company
3879
Scholtz & Company
Connecticut
$263M +$7.27M +3% 6.22% 111% 86 37.21% 1.5
Farmers National Bank
3880
Farmers National Bank
Kentucky
$263M +$11.8M +5% 5.76% – 147 5.44% 4.2
Clearfield Capital Management
3881
Clearfield Capital Management
New York
$263M +$60.8M +30% 26.4% 421% 11 36.36% 0.3
Birinyi Associates
3882
Birinyi Associates
Connecticut
$262M -$7.85M -3% 2.35% 134% 76 23.68% 4.7
IAG Wealth Partners
3883
IAG Wealth Partners
Wisconsin
$262M +$17.4M +7% 6.54% 54.1% 393 16.28% 1
Armor Advisors
3884
Armor Advisors
New York
$262M +$14.8M +6% 8.7% 78.5% 17 35.29% 0.7
TRG Investments
3885
TRG Investments
Virginia
$262M -$1.31B -83% 2.58% 70.5% 4 75% 5.3
AlphaMark Advisors
3886
AlphaMark Advisors
Kentucky
$262M +$567K +0.2% 7.57% 26.4% 600 16.67% 3.2
Stonebridge Capital Management
3887
Stonebridge Capital Management
California
$262M +$20.3M +8% 9% – 102 4.9% 5.3
DS
3888
Dalal Street
Texas
$262M +$55.7M +27% 17% 92.7% 3 33.33% 1
Jackson Square Capital
3889
Jackson Square Capital
California
$262M +$1.88M +0.7% 6.83% 423% 178 25.28% 0.8
Peddock Capital Advisors
3890
Peddock Capital Advisors
Massachusetts
$262M +$69.7M +36% 10% 113% 304 62.17% 3.5
Stone Run Capital
3891
Stone Run Capital
New York
$262M +$10.1M +4% 3.94% 77.8% 64 6.25% 5.2
SWMG
3892
Strategic Wealth Management Group
Maryland
$262M +$30.4M +13% 8.32% – 139 12.95% 1.3
Bay Colony Advisors
3893
Bay Colony Advisors
Massachusetts
$261M +$73.4M +39% 6.37% 91.8% 350 28% 1.2
Canal Insurance Company
3894
Canal Insurance Company
South Carolina
$261M +$21.9M +9% 7.68% 114% 69 24.64% 4.5
Great Point Wealth Advisors
3895
Great Point Wealth Advisors
Massachusetts
$261M +$28.4M +12% 4.4% – 56 25% 1.4
Oak Harvest Investment Services
3896
Oak Harvest Investment Services
Texas
$261M +$28.2M +12% 5.42% 120% 77 19.48% 0.2
Montgomery Investment Management
3897
Montgomery Investment Management
Maryland
$261M +$43.2M +20% 21.3% 105% 82 1.22% 5.3
Longitude (Cayman)
3898
Longitude (Cayman)
Cayman Islands
$261M +$52.4M +25% 1.42% – 70 48.57% 0.2
New Harbor Financial Group
3899
New Harbor Financial Group
Massachusetts
$261M -$16.8M -6% 0.02% 94.6% 21 28.57% 2.6
Evergreen Advisors
3900
Evergreen Advisors
Tennessee
$261M +$17.8M +7% 3.36% – 15 13.33% 1.3