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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)
First Washington Corp
3976
First Washington Corp
Washington
$253M +$31.6M +14% 6.53% 142% 84 21.43% 3.3
Citizens & Northern Corp
3977
Citizens & Northern Corp
Pennsylvania
$253M +$25.5M +11% 6.5% 84.6% 104 9.62% 4.6
Bellwether Advisors
3978
Bellwether Advisors
Nebraska
$253M +$25.3M +11% 6.32% 128% 439 24.6% 0.2
O'Brien Greene & Co
3979
O'Brien Greene & Co
Pennsylvania
$252M +$9.3M +4% 8.31% 90.9% 143 25.87% 1.4
Fort Sheridan Advisors
3980
Fort Sheridan Advisors
Illinois
$252M +$47M +23% 8.47% 109% 169 27.81% 1.3
Sovereign Investment Advisors
3981
Sovereign Investment Advisors
Arizona
$252M +$5.18M +2% 4.51% 46.6% 31 6.45% 1
SimplyRich
3982
SimplyRich
California
$252M +$28.1M +13% 5.21% 105% 170 8.24% 1.8
NVWM LLC
3983
NVWM LLC
Pennsylvania
$252M +$11.5M +5% 6.17% 119% 481 23.28% 1.7
Ninepoint Partners
3984
Ninepoint Partners
Ontario, Canada
$252M -$5.59M -2% 16.1% 82.6% 98 45.92% 0.8
WA
3985
Wealth Advisors
California
$252M +$24.8M +11% 1.99% 40% 110 33.64% 0.7
Harbor Advisory Corp
3986
Harbor Advisory Corp
New Hampshire
$252M +$62.6M +33% 4.57% 63.2% 104 17.31% 1.2
ACK Asset Management
3987
ACK Asset Management
Connecticut
$251M +$8.48M +3% 23.5% 132% 32 31.25% 0.8
Stanley Capital Management
3988
Stanley Capital Management
Texas
$251M +$52.5M +26% 20.8% 158% 43 6.98% 2.6
Covenant Partners
3989
Covenant Partners
Tennessee
$251M +$15M +6% 6.95% 70.3% 208 17.31% 1.4
JCA
3990
Jade Capital Advisors
New Jersey
$251M +$116M +85% 16.4% 28.9% 100 57% 0.3
Shaker Financial Services
3991
Shaker Financial Services
Virginia
$251M +$11.3M +5% 5.58% 12.9% 191 28.27% 1.2
Commodore Capital
3992
Commodore Capital
New York
$251M +$67.1M +36% 37.7% 2,121% 35 31.43% 0.2
Trinity Legacy Partners
3993
Trinity Legacy Partners
Texas
$251M +$30.8M +14% 4.48% 63.3% 121 39.67% 0.8
Tealwood Asset Management
3994
Tealwood Asset Management
Minnesota
$251M +$38.1M +18% 13.1% 128% 134 12.69% 2
Janiczek Wealth Management
3995
Janiczek Wealth Management
Colorado
$251M +$44.2M +21% 6.33% 16.4% 905 14.92% 0.8
Beacon Harbor Wealth Advisors
3996
Beacon Harbor Wealth Advisors
Virginia
$251M +$5.65M +2% 8.6% 143% 85 42.35% 0.6
Proquility Private Wealth Partners
3997
Proquility Private Wealth Partners
Nevada
$251M +$31.7M +14% 6.9% 19.4% 102 31.37% 0.2
Strategic Wealth Partners
3998
Strategic Wealth Partners
Ohio
$251M +$12.2M +5% 3.24% – 220 33.64% 1.4
FA
3999
Financial Advisors
Massachusetts
$251M +$25.6M +11% 5.01% 71.5% 85 10.59% 1.5
Anfield Capital Management
4000
Anfield Capital Management
California
$250M +$15.7M +7% 4.89% 65.3% 105 32.38% 0.7